Jim Wert
Direktor/Vorstandsmitglied bei PARK-OHIO HOLDINGS CORP.
Vermögen: 3 Mio $ am 31.05.2024
Profil
Mr. James W.
Wert is an Independent Director at Crawford United Corp., an Advisory Board Chair & Senior Client Advisor at CM Wealth Advisors LLC, a Lead Independent Director at Park-Ohio Holdings Corp.
and a Principal at CMWA Capital Appreciation Fund LLC.
He joined CM Wealth in 2000 and has been in the industry since 1972.
He has expertise on public & private investments, financial planning, business consulting, financial markets analysis, family succession planning, and corporate governance.
Mr. Wert was previously employed as Senior Executive Vice President & Chief Investment Officer of KeyCorp and a Chief Financial Officer of KeyCorp and its predecessor, Society Corporation.
He received his undergraduate degree from Michigan State University.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
PARK-OHIO HOLDINGS CORP.
0,67% | 02.05.2024 | 87 190 ( 0,67% ) | 2 Mio $ | 31.05.2024 |
| 03.04.2024 | 14 500 ( 0,52% ) | 572 750 $ | 31.05.2024 |
Aktive Positionen von Jim Wert
| Unternehmen | Position | Beginn |
|---|---|---|
| PARK-OHIO HOLDINGS CORP. | Direktor/Vorstandsmitglied | 01.01.1992 |
| CRAWFORD UNITED CORPORATION | Direktor/Vorstandsmitglied | 11.08.2021 |
Park-Ohio Industries, Inc.
 Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Park-Ohio Industries, Inc. engages in the provision of supply chain management outsourcing services. It operates through the following segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a proactive solutions approach that manages the efficiencies of every aspect of supplying production parts and materials to its customers’ manufacturing floor, from strategic planning to program implementation. The Assembly Components segment manufactures products oriented towards fuel efficiency, reduced emission standards, and vehicle electrification. The Engineered Products segment designs and produces a broad range of highly-engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products. The company was founded on May 27, 1907 and is headquartered in Cleveland, OH. | Direktor/Vorstandsmitglied | 01.01.1992 |
CM Wealth Advisors LLC
 CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | Direktor/Vorstandsmitglied | 01.01.2000 |
CMWA Capital Appreciation Fund LLC
 CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | Corporate Officer/Principal | 22.04.2009 |
University Hospitals Cleveland Medical Center
 University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services University Hospitals Cleveland Medical Center provides medical services. It operates medical, clinical and research centers including cancer, pediatrics, women's health, orthopedics spine, radiology, radiation oncology, neurosurgery, neuroscience, cardiology, cardiovascular surgery, organ transplantation and human genetics. The company was founded in 1866 and is headquartered in Cleveland, OH. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Jim Wert
| Unternehmen | Position | Ende |
|---|---|---|
| MARLIN BUSINESS SERVICES CORP. | Direktor/Vorstandsmitglied | 20.01.2022 |
Continental Conveyor & Equipment Co.
 Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Continental Conveyor & Equipment Co. designs and manufactures conveyor systems and components. The company was founded in 1959 and is headquartered in Winfield, AL. | Direktor/Vorstandsmitglied | 01.01.2008 |
| KEYCORP | Finanzdirektor/CFO | 01.01.1995 |
| ░░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░░░░░ | - |
| ░░░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░░░░░░░░░░░ | - |
Ausbildung von Jim Wert
| Michigan State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 3 |
|---|---|
| PARK-OHIO HOLDINGS CORP. | Producer Manufacturing |
| KEYCORP | Finance |
| CRAWFORD UNITED CORPORATION | Producer Manufacturing |
| Private Unternehmen | 9 |
|---|---|
Marlin Business Services Corp.
 Marlin Business Services Corp. Finance/Rental/LeasingFinance Marlin Business Services Corp. engages in the provision of credit products and services to small businesses. Its products and services include loans and leases for the acquisition of commercial equipment and working capital loans. The company was founded on August 5, 2003 and is headquartered in Mount Laurel, NJ. | Finance |
Park-Ohio Industries, Inc.
Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Park-Ohio Industries, Inc. engages in the provision of supply chain management outsourcing services. It operates through the following segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a proactive solutions approach that manages the efficiencies of every aspect of supplying production parts and materials to its customers’ manufacturing floor, from strategic planning to program implementation. The Assembly Components segment manufactures products oriented towards fuel efficiency, reduced emission standards, and vehicle electrification. The Engineered Products segment designs and produces a broad range of highly-engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products. The company was founded on May 27, 1907 and is headquartered in Cleveland, OH. | Producer Manufacturing |
Continental Conveyor & Equipment Co.
Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Continental Conveyor & Equipment Co. designs and manufactures conveyor systems and components. The company was founded in 1959 and is headquartered in Winfield, AL. | Producer Manufacturing |
Resilience Capital Partners LLC
 Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio. | Finance |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | Finance |
Paragon Holdings, Inc.
 Paragon Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Paragon Holdings, Inc. provides dry cleaning and laundry facilities services. The private company is based in Mobile, AL. | Commercial Services |
| Society Corp. | Finance |
CMWA Capital Appreciation Fund LLC
CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005. | Finance |
University Hospitals Cleveland Medical Center
University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services University Hospitals Cleveland Medical Center provides medical services. It operates medical, clinical and research centers including cancer, pediatrics, women's health, orthopedics spine, radiology, radiation oncology, neurosurgery, neuroscience, cardiology, cardiovascular surgery, organ transplantation and human genetics. The company was founded in 1866 and is headquartered in Cleveland, OH. | Health Services |
