CoverProfile

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

View more

Profile Information

Partner and Director of Investments

CM Wealth Advisors

Investment Team

Investor

Multi-Family Office

Beachwood

Ohio

United States

Aug 18, 2025

More profiles to browse

Profile Photo
Cindy Resch
Sr. Investment Strategist at CM Wealth Advisors
Profile Photo
Paul Bodnar
Partner, Chief Investment Officer
JW
Jim Wert
Chairman, Managing Board & Senior Client Advisor
NB
Neal B. Colby
Chief Financial Officer, Chief Compliance Officer, Director of Operations, Member and Chief Financial Officer at CM Wealth Advisors

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC