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Maxwell Klett's
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Current Position:

Associate Portfolio Manager at Johnson Investment Counsel

Experience:

9 years

Location:

Cincinnati Metropolitan Area

How to contact Maxwell Klett

Last updated:2024-02-17
emailm**@johnsoninv.com
phone+1-***-***-2954
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Analytics

According to LinkedIn Maxwell Klett started working on 2016, then the employee has changed 3 companies and 4 jobs. On average, Maxwell Klett works for one company for 1 year 6 months. Maxwell Klett has been working as a Associate Portfolio Manager for Johnson Investment Counsel for 701 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Associate Portfolio Manager at Johnson Investment Counsel

Oct 2023 - Current

Portfolio Manager Assistant at Johnson Investment Counsel

Jul 2019 - Oct 2023

Client Service Coordinator Intern at Constellation Wealth Advisors

Jan 2019 - Mar 2019

Client Service Associate Intern at Merrill Lynch

Aug 2017 - Nov 2018

Supply Network Operations Intern at Procter & Gamble

May 2017 - Aug 2017

Client Service Associate Intern at Merrill Lynch

May 2016 - May 2017

Education

Xavier University

St. Xavier High School

Current Company Information Johnson Investment Counsel

Name: Johnson Investment Counsel

Speciality: Wealth Management, Retirement Planning, Income Tax Planning, Estate Planning, Goal-Based Planning, Insurance Analysis, Asset Management, Investment Management, Charitable Planning, Cash Flow Analysis, Asset Protection, Family Mission Statement Development, Family Office Services

Location: Cincinnati, Ohio, United States

Employees: 100-200

HQ Phone: (800) 541-0170

Description: Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states. As a fee-only wealth management firm, we proudly embrace our fid...

Frequently Asked Questions

How long has Maxwell Klett been working as a Associate Portfolio Manager?

Maxwell Klett's total experience in various companies as a Associate Portfolio Manager 1 year 11 months.

What is Maxwell Klett's minimum period of employment in the companies?

Maxwell Klett's minimum period of employment in various companies is 2 months.

What is Maxwell Klett's average duration of employment for different companies?

On average, Maxwell Klett works for one company for 1 year 5 months

What industries has Maxwell Klett worked in?

Maxwell Klett works in the Financial Services. Previously, Maxwell Klett worked in the Consumer Goods.

What positions has Maxwell Klett held before?

Previously, Maxwell Klett worked as a Portfolio Manager Assistant, and Client Service Coordinator Intern, and Client Service Associate Intern, and Supply Network Operations Intern.

How do I contact Maxwell Klett?

Maxwell Klett's email address is m**@johnsoninv.com, phone number is +1-***-***-2954. Sign up to get contact details.

Who is the President of the Johnson Investment Counsel?

The President of the Johnson Investment Counsel is Jason Jackman

Who are Maxwell Klett's peers at other companies?

Maxwell Klett's peers at other companies are Oscar Siwiec and Nikhil Papa and Eric Bruening
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