Paul Bodnar

Chief Investment Officer at CM Wealth Advisors LLC

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Profile

Mr. Paul A.
Bodnar is a Chief Investment Officer & Partner at CM Wealth Advisors LLC and a Senior Director of Investments & Private Capital at CM Wealth Advisors, Inc. (Private Equity).
He joined CM Wealth in 2015 and has been in the industry since 2003.
Mr. Bodnar was previously employed as a Managing Partner & Co-Founder at Incremental Insights and as a Vice President & Senior Equity Analyst at Longbow Research.
He received his undergraduate degree from Case Western Reserve University.

Paul Bodnar active positions

Companies	Position	Start
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.	Chief Investment Officer	2023-06-30
CM Wealth Advisors, Inc. /Private Equity/ CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors, Inc is a Private Equity firm founded in 1990. The firm is headquartered in Ohio.	Private Equity Investor	2014-12-31

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Former positions of Paul Bodnar

Companies	Position	End
Longbow Research LLC Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.	Analyst-Equity	2011-01-31

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Training of Paul Bodnar

Case Western Reserve University

Undergraduate Degree

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Private companies	3
Longbow Research LLC Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.	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
CM Wealth Advisors, Inc. /Private Equity/ CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors, Inc is a Private Equity firm founded in 1990. The firm is headquartered in Ohio.	Finance

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