Profil
Mr. Douglas J.
Smorag is a Chief Operating Officer at CM Wealth Advisors LLC and a Principal at CMWA Capital Appreciation Fund LLC.
He received his BBA from Kent State University and his MBA from Cleveland State University.
He is a CPA and holds the designation of Personal Financial Specialist (PFS).
Postes actifs de Doug Smorag
| Sociétés | Poste | Début |
|---|---|---|
CMWA Capital Appreciation Fund LLC
CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Corporate Officer/Principal | 22/04/2009 |
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. | Directeur des opérations | 01/01/1998 |
Formation de Doug Smorag
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CMWA Capital Appreciation Fund LLC
CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Finance |
Cleveland State University
Cleveland State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kent State University (Ohio)
Kent State University (Ohio) 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 |
















