Maxwell T. Monk, CFA

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

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 is a shareholder of the firm. He holds the Chartered Financial Analyst® (CFA®) designation.

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Team Members

Carolyn J. Moeller
Client Support Assistant
Erica M.L. Osborn
Portfolio Manager Assistant

Relevant Work Experience

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


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


Cincinnati CFA Society