Bio

Maxwell T. Monk, CFA

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati - West

Max joined Johnson Investment Counsel in 2013. Max started working at Johnson as a University of Cincinnati Student Co-op and also is a graduate of UC’s Kolodzik Business Scholars program. While at UC, Max participated as a Student Portfolio Manager with the Johnson Investment Counsel Student-Managed Investment Fund. He currently serves as a Portfolio Manager and holds the Chartered Financial Analyst (CFA) designation.

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Team Members

Gwendelyn S. Keihl, CFP®
Portfolio Manager Assistant
Julie S. Ackerman
Client Support Assistant
Dionne D. Deck
Client Support Assistant

Relevant Work Experience

Johnson Investment Counsel,
University of Cincinnati Student Co-op
Great American Insurance Company,
University of Cincinnati Student Co-op

Education

University of Cincinnati, B.B.A. Finance

Community Involvement

UC Economics Center
StEP Volunteer
Samuel W. Bell Home for the Sightless
Board Member
Cincinnati Urban Promise
Boeard Member/Treasurer

Memberships

Cincinnati CFA Society