Maxwell T. Monk, CFA

Maxwell T. Monk, CFA

Portfolio Manager
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 holds the Chartered Financial Analyst® (CFA®) designation.

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Team Members

Julie S. Ackerman
Client Support Assistant
Dionne D. Deck
Client Support Assistant
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