CM Wealth Announces Paul Bodnar as CEO and Managing Member

BEACHWOOD, Ohio--(BUSINESS WIRE)--CM Wealth, an independent multi-family office with more than $2.1 billion in assets under management, announced that Paul Bodnar has been named chief executive officer and managing member. Bodnar succeeds R. Douglas McCreery, who has served as CEO for the past five years.

Bodnar’s appointment is the next step in a decade-long succession plan to preserve CM Wealth’s employee-owned status and continue its 40-year history of concierge care to client families. He joined CM Wealth in 2015 and championed modernization of the firm’s strategy, particularly through expansion of its private capital and direct investment platforms. He will maintain his role as chief investment officer.

“Ten years ago, we began designing a path for CM Wealth to thrive as an enduring, partner-owned institution,” McCreery said. “Paul has spent the last decade driving our strategic evolution and embodies the culture of discipline our clients expect. Now is the time to pass the baton to a leader who has the vision to guide this firm for the next generation.”

At a time of widespread industry consolidation, CM Wealth continues to favor a team-based approach that prioritizes long-term stewardship.

“By remaining employee-owned, we can ignore pressures of outside shareholders and focus entirely on the multi-generational objectives of our client families,” Bodnar said. “I am honored to lead a firm that balances high-touch service, institutional-grade investment capabilities, and personalized solutions for our clients.”

About Paul Bodnar

As chief investment officer, Paul Bodnar oversees CM Wealth’s multi-billion-dollar investment platform, which includes liquid assets, private equity, and direct investments. Before joining the firm, he was a vice president at a sell-side equity research firm, where his work earned awards from The Wall Street Journal and Financial Times. He serves on the board of the MetroHealth Foundation, chairs the Investment Committee for the Sisters of Humility of Mary, and is a member of the Advancement Council for the Cleveland Ballet.

About CM Wealth

CM Wealth is a Cleveland-based multi-family office providing comprehensive investment management, financial planning, and family office services since 1983. For more information, visit cmwealthadvisors.com.