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Ben Wallace

Partner and Director of Investments

CM Wealth Advisors

United States, Ohio, Beachwood

About Me

Ben E. Wallace is a Partner and Director of Investments at CM Wealth. He is a member of CM Wealth's investment committee, senior leadership team, client service committee, and compliance committee. He is also chair of the firm’s cybersecurity committee. Ben joined CM Wealth in 2018. Ben's focus includes working on both public and private capital investment strategy. He is actively involved in sourcing, selecting, and monitoring managers for traditional equity, fixed income, special situation, and private equity asset classes. In addition, he works closely with clients on investment allocation and strategy. He also leads the firm’s private capital operations team. Prior to joining CM Wealt

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Profile Information

Partner and Director of Investments

CM Wealth Advisors

Investment Team

Investor

Multi-Family Office

Beachwood

Ohio

United States

Aug 18, 2025

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