Bio

Maxwell T. Monk, CFA
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.

Team Members
Gwendelyn K. Burke, CFP®
Associate Portfolio ManagerJulie S. Ackerman
Client Support AssistantDionne D. Deck
Client Support AssistantRelevant 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