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
Julie S. Ackerman
Client Support AssistantDionne D. Deck
Client Support AssistantCarolyn J. Moeller
Client Support AssistantErica M.L. Osborn
Portfolio Manager 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