Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

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 shareholder 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, CFP®
Associate Portfolio Manager
Dalena M. Johnson
Client Support Assistant
Antonio R. Ramsey
Portfolio Manager Assistant


University of Cincinnati, B.B.A. Finance

Community Involvement

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


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)