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About
Matthew Yung is a Principal and Senior Portfolio Manager at Johnson Investment Counsel, based in Cincinnati, Ohio. He leads client portfolio management, leveraging his expertise as both a CFA and CFP® to deliver tailored investment solutions for clients, primarily focusing on individual and family wealth management, as well as institutional portfolios. His role includes comprehensive portfolio construction, asset allocation, and ongoing risk management.
Matthew specializes in equities, fixed income, and diversified portfolio strategies, with a particular emphasis on private client and high-net-worth families. He is actively involved in investment research, disciplined due diligence, and tactical asset allocation across market sectors, including domestic and international equities and municipal bonds. As a senior investment professional, he advises clients on complex financial planning issues, integrating investment management with holistic wealth strategies.
Before advancing to Principal, Matthew held roles as Portfolio Manager and Associate Portfolio Manager at Johnson Investment Counsel, building a decade-long career with the firm. He holds a bachelor’s degree from the University of Cincinnati and is a graduate of St. Xavier High School. Recognized for his commitment to fiduciary standards, Matthew has achieved the CFA and CFP® designations and has contributed to industry thought leadership in the Cincinnati financial community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Johnson Investment Counsel | Principal | May 2016 to Present | — |
| Johnson Investment Counsel | Portfolio Manager | May 2013 to Present | — |
| Johnson Investment Counsel | Associate Portfolio Manager | Feb 2013 to Apr 2013 | — |
| Johnson Investment Counsel | Portfolio Manager Assistant | Aug 2007 to Feb 2013 | — |
| Toyota | Purchasing Intern | Sep 2006 to Mar 2007 | — |
| Procter & Gamble | Health and Beauty Care Intern | Apr 2005 to Dec 2005 | — |
Education
University of Cincinnati
Bachelors
2002 — 2007
St. Xavier High School
1998 — 2002
Skills & Expertise
Others at Johnson Investment Counsel Inc. (33)
| Name | Role | Location |
|---|---|---|
B Brandon Plumb | Portfolio Manager | Cleveland, OH , United States |
C Charles Rinehart | Chief Investment Officer, Principal | Cincinnati, OH , United States |
| Portfolio Manager | Cleveland, OH , United States | |
| Senior Equity Research Analyst | Cincinnati, OH , United States | |
| Senior Portfolio Manager, Principal | Cincinnati, OH , United States | |
| Senior Portfolio Manager, Principal | Cincinnati, OH , United States | |
| Portfolio Manager | Cincinnati, OH , United States | |
| Associate Portfolio Manager | Union, KY , United States | |
J Jarett Levitsky | Portfolio Manager | Cincinnati, OH , United States |
J Jeff Cornell | Principal, Portfolio Manager | Cincinnati, OH , United States |
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