Bio

Matthew J. Yung, CFA, CFP®

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Matt is a Senior Portfolio Manager in Wealth Management with Johnson Investment Counsel, Inc. and joined the firm upon graduating with a B.B.A in Finance from the Carl H. Lindner Honors-PLUS program at the University of Cincinnati's College of Business in 2007. Prior to UC, he attended St. Xavier High School. Matt is a sharholder of the firm and also holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP®) certification. He resides in Pleasant Ridge with his wife Shannon and their two children.

Show/Hide Team Members

Team Members

Maxwell D. Klett
Portfolio Manager Assistant
Connie R. Lawless
Client Support Assistant

Education

University of Cincinnati, B.B.A. Finance

Community Involvement

Kennedy Heights Montessori Center
Board Member
CFA Society Cincinnati
Trustee/Immediate Past President
CityLink Center
SmartMoney Workshop Facilitator (former)
Buckhorn Children and Family Services
Board Member (former)
Carl H. Lindner Honors-PLUS Program
Board Member (former)
University of Cincinnati
Bicentennial Commission (former)

Memberships

CFA Institute
CFA Society Cincinnati
Cincinnati Estate Planning Council
Financial Planning Association

Highlights & Recognition

Business Courier's Forty Under 40 Award (2018)
Cincinnati USA Chamber of Commerce, Building Cultural Competence (2017)
Cincinnati USA Chamber of Commerce, C-Change (Class of 2013)
National Multiple Sclerosis Society, Cincinnati Leadership Class (2012)