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Paul Bodnar

Partner, Chief Investment Officer

CM Wealth Advisors

United States, Ohio, Cleveland

About Me

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

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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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