Paul Bodnar Email & Phone Number
CEO and Chief Investment Officer @ CM Wealth Advisors
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Paul Bodnar Location
- Cleveland, OH, US
Paul Bodnar Work
- 2026 -now CEO and Chief Investment Officer @
- 2023 -2026 Partner, Chief Investment Officer @
- 2015 -2023 Partner, Sr. Director of Investments and Private Equity @
- 2026 -now Board Member @
- 2012 -2015 Co-Founder, Managing Partner @ Incremental Insights - Emerging Market Investment Research
- 2007 -2012 VP, Sr. Equity Analyst - Industrials @ Longbow Research - Equity Research
- 2006 -2007 Junior Equity Analyst - Food and Beverage, Packaging @ Longbow Research - Equity Research
- 2005 -2005 Associate - Food and Beverage, Packaging @ Longbow Research - Equity Research
Paul Bodnar Education
- Case Western Reserve University
Bachelor of Science (BS) (Finance & Economics)
2003-2004 - Loyola University Maryland
Finance (Finance)
1996-1998 - Walsh Jesuit High School
Paul Bodnar Skills
- Financial Modeling
- Hedge Funds
- Valuation
- Asset Management
- Equity Research
- Financial Analysis
- Emerging Markets
- Equities
- Industrial Economics
- Investments
- Finance
- Greater China
- Equity Valuation
- Alternative Investments
- Business Strategy
- Market Research
- Business
- Investment Research
- Series 7
- Series 63
- Mutual Funds
- Equity Analyst
- Investment Analyst
- series 86
- Series 87
- MS Excel
- Bloomberg
- Start-up Ventures
- Management
- Economics
- Market Analysis
- Microsoft Excel
- FINRA
- Thomson One Analytics
- MS Word
- Lean Startup
- User Experience
- Railcars
- Machinery
- Capital Goods
- Private Equity
- Portfolio Management
- Sales
- Competitive Analysis
- Investor Relations
- Analysts
- Truck
- Construction
- Customer Support
- MBA
- Isp
- Idea
- Scenario
- Major Accounts
- Metrics
- Institutional
- Investment Management
- Leadership
- Publications
- Forecasting
- Relationship Management
- Software Solutions
- Team Leadership
- Content Providers
- Budgeting
- Project Management
- Industrial Markets
- Start Up Ventures
- C
- Content Management
- Initial Public Offering
- Data Analysis
- Chinese
- Business Development
- Business Operations
- Presentation
- Marketing
- Business Analytics
- Drafting
- Checks
- Latin America
- Presentations
- Multimedia
- Marketing Materials
- Account Management
- Materials
- Software
- Sensitivity Analysis
- Analytical Skill
- Manufacturing
- Foundations
- Television
- Research Projects
Paul Bodnar Summary
- Paul Bodnar, based in Cleveland, OH, US, is currently a CEO and Chief Investment Officer at CM Wealth Advisors. Paul Bodnar brings experience from previous roles at CM Wealth Advisors, The MetroHealth Foundation and Incremental Insights - Emerging Market Investment Research. Paul Bodnar holds a 2003 - 2004 Bachelor of Science (BS) in Finance & Economics @ Case Western Reserve University. With a robust skill set that includes Financial Modeling, Hedge Funds, Valuation, Asset Management, Equity Research and more. Paul Bodnar has 2 emails and 3 mobile phone numbers on RocketReach.
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Top CM Wealth Advisors Employees
Gary Isakov
Senior Client Advisor
Cleveland, OH, US
Amy Lorius
Senior Client Service Director
Beachwood, OH, US
Jim Wert
Chairman, Managaing Board and Senior Client Advisor
Cleveland, OH, US
Jennifer Bonacci
Office Manager
Cleveland, OH, US
Jackie Bruffey
Associate
Cleveland, OH, US
Kyle Allen
Associate Director of Compliance and Legal Services
Beachwood, OH, US
Nick Evans
Partner and Associate Director of Investments
Beachwood, OH, US
Tierney Bishop
Client Services Director
Cleveland, OH, US
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