CoverProfile

Jim Wert

Chairman, Managing Board & Senior Client Advisor

CM Wealth Advisors

United States, Ohio, Cleveland

About Me

Strong entrepreneurial professional experienced in commercial real estate investment, repositioning, development, management, and brokerage. Skilled in government, asset management, entitlements, construction, an Expertise: Public & Private Investment, Financial Planning, Business Consulting Financial Markets Analysis, Family Succession Planning, Corporate Governance. Community Involvement (current or prior Service): Bluecoats, University Hospitals and the Seidman Cancer Center, The Metro Health Foundation, American Red Cross, Cleveland Chapter, Cleveland Development Advisors, United Cerebral Palsy, Achievement Centers for Children, St Luke’s Hospital Foundation, Hillcrest Hospital. N

View more

Profile Information

Chairman, Managing Board & Senior Client Advisor

CM Wealth Advisors

Investment Team,Operations Team

Investor

Multi-Family Office

Cleveland

Ohio

United States

Jul 24, 2024

More profiles to browse

Profile Photo
Nick Evans
Associate Director of Investments
Profile Photo
Paul Bodnar
Partner, Chief Investment Officer
DM
Douglas McCreery
Chief Executive Officer & Managing Member
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

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management