Partner at a multi-family office with $1.7 billion under management focused on investment strategy, client relationships and management of the firm. Evolved the private capital program which invests in private equity, venture, real estate, and non-correlated assets as well as built a successful co-investment program across these asset classes. Previously, co-founded Incremental Insights, an emerging markets focused investment research firm. Prior to that, he was a Vice President, Senior Equity Analyst at Longbow Research. While in that role, he was named to the Wall Street Journal’s 'Best on the Street" Analysts in 2011 and received a similar award from the Financial Times in 2010. He als
Paul Bodnar
Partner, Chief Investment Officer
CM Wealth Advisors
United States, Ohio, Cleveland
About Me
Profile Information
Partner, Chief Investment Officer
CM Wealth Advisors
Investment Team
Investor
Multi-Family Office
Cleveland
Ohio
United States
Aug 6, 2024
Work Experience
CM Wealth Advisors
Partner, Chief Investment Officer Jul 2023 - Present
Email: pbodnar@cmwealthadvisors.com
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