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.
Postes actifs de Paul Bodnar
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 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. | Directeur en chef des Investissements | 01/07/2023 |
Anciens postes connus de Paul Bodnar
| Sociétés | Poste | Fin |
|---|---|---|
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01/02/2011 |
Formation de Paul Bodnar
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| Entreprise privées | 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 |
















