Maxwell D. Klett, CFP®

Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood

Max joined Johnson Investment Counsel in June of 2019 and serves as an Associate Portfolio Manager. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 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


Xavier University, B.S.B.A. Finance

Community Involvement

Salvation Army Echelon
(YP) Board Member
Business Leaders of Cincinnati (BLoC)
Board Member


Business Leaders Alliance (BLA)
Xavier Mentor/Mentee Program

Highlights & Recognition

Cincinnati USA Regional Chamber,
Cincy Next: Class 10 (2023)