CM Wealth Advisors

Investment Bank/Securities Brokerage - Shaker Heights, OH, US

CM Wealth Advisors Employees
Paul Bodnar

Partner, Director of Investments & Private Equity

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Cheryl Kravetz

Compliance and Legal Assistant

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Neal Colby

Member and Chief Financial Officer

Contact Neal Colby

Judi Plescia

Senior Associate

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Jackie Bruffey

Associate

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Ben Wallace

Partner and Director of Investments

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Jim Wert

Chairman, Managaing Board & Senior Client Advisor

Contact Jim Wert

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CM Wealth Advisors Senior Management
Neal Colby

Member and Chief Financial Officer

Contact Neal Colby

Jim Wert

Chairman, Managaing Board & Senior Client Advisor

Contact Jim Wert

Doug Smorag

Chief Operating Officer

Contact Doug Smorag

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CM Wealth Advisors Details

CM Wealth Advisors is a comprehensive wealth management and investment advisory firm.Founded in 1983 as a single-client family office, we have grown into a sophisticated multi-family office serving ultra-high net worth wealthy families and their foundations.As a preeminent multi-family office we offer objective counsel, exceptional client service, and a disciplined, sophisticated approach to investment management.

CM Wealth Advisors logo, CM Wealth Advisors contact details
Employees: 20 - 49
HQ: 216-831-9667
Location: Shaker Heights, OH, US
Revenue: 2.5 - 5 Million
Wealth Management Investment Advisory Families and Individuals Foundations and Endowments Multi-Family Office Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
CM Wealth Advisors Technologies
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