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Paul Bodnar

Partner, Chief Investment Officer at CM Wealth Advisors

  • LinkedIn

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 wh...

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CM WEALTH ADVISORS

CM WEALTH ADVISORS

  • description Description
    CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm. Founded in 1983 as a single-client family office, we have grown into a sophisticated...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Employees

Frank Stoner

Associate Client Service Director

Paul Bodnar

Partner, Chief Investment Officer

Jim Wert

Chairman, Managaing Board & Senior Client Advisor

Jack Batt

Principal, Vice President and General Counsel

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