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Matthew Yung

Matthew Yung

Principal at Johnson Investment Counsel Inc.

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Johnson Investment CounselPrincipalMay 2016 to Present
Johnson Investment CounselPortfolio ManagerMay 2013 to Present
Johnson Investment CounselAssociate Portfolio ManagerFeb 2013 to Apr 2013
Johnson Investment CounselPortfolio Manager AssistantAug 2007 to Feb 2013
ToyotaPurchasing InternSep 2006 to Mar 2007
Procter & GambleHealth and Beauty Care InternApr 2005 to Dec 2005

Education

University of Cincinnati

Bachelors

2002 2007

St. Xavier High School

1998 2002

Skills & Expertise

Financial Planning
Asset Management
Estate Planning
Equities
Portfolio Management
Securities
Microsoft Office
Thompson
Bloomberg Terminal
Universities
Investments
Microsoft Excel
Customer Service
Asset Allocation
Financial Analysis
Strategic Planning
Morningstar
Retirement Planning
Wealth Management

Others at Johnson Investment Counsel Inc. (33)

NameRoleLocation
B
Brandon Plumb
Portfolio ManagerCleveland, OH , United States
C
Charles Rinehart
Chief Investment Officer, PrincipalCincinnati, OH , United States
Christian Brandetsas
Christian Brandetsas
Portfolio ManagerCleveland, OH , United States
Christopher Godby
Christopher Godby
Senior Equity Research AnalystCincinnati, OH , United States
Christopher Tschieder
Christopher Tschieder
Senior Portfolio Manager, PrincipalCincinnati, OH , United States
Dan Barnett
Dan Barnett
Senior Portfolio Manager, PrincipalCincinnati, OH , United States
Eric Bachus
Eric Bachus
Portfolio ManagerCincinnati, OH , United States
George Wong
George Wong
Associate Portfolio ManagerUnion, KY , United States
J
Jarett Levitsky
Portfolio ManagerCincinnati, OH , United States
J
Jeff Cornell
Principal, Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 33 team members

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