Profil
Paul Andrew Bodnar is CEO, Chief Investment Officer & Partner at CM Wealth Advisors LLC since 2026, with the position starting in 2026 and the job starting in 2023.
Mr. Bodnar is CEO, CIO & Partner at CM Wealth Advisors (Private Equity) since 2026, with the position starting in 2026 and the job starting in 2015.
Formerly, Mr. Bodnar was Vice President & Senior Equity Analyst at Longbow Research LLC from 2005 to 2012.
Mr. Bodnar completed undergraduate studies at Case Western Reserve University, graduating in 2004.
Aktive Positionen von Paul Bodnar
| Unternehmen | Position | Beginn |
|---|---|---|
CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Vorstandsvorsitzender | 01.04.2026 |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Chief Investment Officer | 01.07.2023 |
Ehemalige bekannte Positionen von Paul Bodnar
| Unternehmen | Position | Ende |
|---|---|---|
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01.02.2011 |
Ausbildung von Paul Bodnar
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Provides investment research | Finance |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Finance |
CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Finance |
















