CM Wealth Advisors
Multi family office in Beachwood, United States, founded 1983; focus on climate, AI and healthtech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Beachwood, United States
- FOUNDED
- 1983
Investment approach
- ROUTES
- Companies (own capital)
Overview
Founded in 1983, this multi family office has its headquarters in Beachwood, United States. Its sector focus covers climate, AI and healthtech. It invests directly in companies; 5 people are named on its team.
People
- Paul BodnarCIO and Partner · source
- Gary G. IsakovSenior Client Advisor and Partner · source
- Douglas J. SmoragChief Operating Officer · source
- Neal B. ColbyCFO and CCO · source
- Aileen P. WerklundChief Client Officer · source
Frequently asked questions
CM Wealth Advisors is a multi family office based in Beachwood, the United States, founded in 1983.
CM Wealth Advisors invests its own capital into companies.
CM Wealth Advisors invests in Climate & Energy, Artificial Intelligence and HealthTech.
Key people at CM Wealth Advisors include Paul Bodnar (CIO and Partner), Gary G. Isakov (Senior Client Advisor and Partner), Douglas J. Smorag (Chief Operating Officer) and Neal B. Colby (CFO and CCO).