Maxwell Monk

Maxwell Monk, CFA, is a Senior Portfolio Manager and Principal at Johnson Investment Counsel, based in Cincinnati, OH. In his current role, he oversees customized portfolio management and wealth planning services for high-net-worth individuals, families, and institutions, focusing on strategic investment solutions and holistic financial planning. Monk plays a key leadership role at the firm, leveraging his expertise to deliver retirement, estate, and trust planning advice alongside traditional investment management services.

His investment management responsibilities include analyzing and constructing diversified portfolios across multiple asset classes, with particular specialization in equities, fixed income, and alternative investments. As a CFA charterholder, Monk applies rigorous quantitative analysis to asset selection and risk management, providing tailored strategies for clients with complex financial needs. He works closely with Johnson Investment Counsel's research team to identify opportunities in both public and private markets, helping clients achieve long-term financial objectives.

Maxwell Monk began his career at Johnson Investment Counsel in 2013, starting as a student co-op while earning his Bachelor of Business Administration in Finance and Accounting at the University of Cincinnati. Rising through the ranks as Associate Portfolio Manager and Portfolio Manager, he demonstrates a deep understanding of financial markets and portfolio construction. Notable for his client-centric approach and commitment to professional development, Monk holds the Chartered Financial Analyst® (CFA®) designation and is recognized for his contributions to wealth management best practices in the Midwest region.