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
More profiles to browse
DM
Douglas McCreery
Chief Executive Officer & Managing Member
BW
Ben Wallace
Partner and Director of Investments
Cindy Resch
Sr. Investment Strategist at CM Wealth Advisors
AW
Aileen Werklund
Partner, Sr. Client Service Director
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University