Bio
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(513) 661-3100
Maxwell D. Klett
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Max joined Johnson Investment Counsel in June of 2019 and serves as a Portfolio Manager Assistant. He had previous experience working at Constellation Wealth Advisors, Procter and Gamble, and Merrill Lynch during his four years at Xavier University. Prior to XU, Max attended St. Xavier High School.
Relevant Work Experience
Constellation Wealth Advisors,
Client Service Coordinator Intern
Procter and Gamble, Supply Network Operations Co-Op
Merrill Lynch, Client Service Associate Intern
Education
Xavier University, B.S.B.A. Finance
Community Involvement
Big Brothers Big Sisters of Cincinnati
Big Brother
Salvation Army Echelon (YP) Board
Memberships
Business Leaders Alliance (BLA)
Xavier Mentor/Mentee Program