CM Wealth Appoints Paul Bodnar as Chief Executive Officer and Managing Member
Paul Bodnar, CEO and Managing Member, CM Wealth・ Photo Credit: CM Wealth
Corporate Business News Sponsored by Business Watch Global
BEACHWOOD, Ohio, April 8, 2026 (VSNewsNetwork.com) — Wealth management firm CM Wealth has announced the appointment of Paul Bodnar as Chief Executive Officer and Managing Member.
Bodnar succeeds R. Douglas McCreery, who has served as CEO for the past five years. The appointment follows what the firm describes as a decade-long succession plan aimed at preserving its employee-owned structure.
Bodnar joined CM Wealth in 2015 and has served as Chief Investment Officer. He will continue in that role while assuming executive leadership responsibilities.
@VSNewsNetwork
•
@VSNewsNetwork •
“Ten years ago, we began designing a path for CM Wealth to thrive as an enduring, partner-owned institution. 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,” said R. Douglas McCreery.
“By remaining employee-owned, we can ignore pressures of outside shareholders and focus entirely on the multi-generational objectives of our client families. I am honored to lead a firm that balances high-touch service, institutional-grade investment capabilities, and personalized solutions for our clients,” said Bodnar.
As Chief Investment Officer, Bodnar oversees CM Wealth’s investment platform, which includes liquid assets, private equity and direct investments. Prior to joining CM Wealth, he served as a vice president at a sell-side equity research firm, where his work received recognition from The Wall Street Journal and Financial Times. He also 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.
CM Wealth was founded in 1983 and is based in Cleveland, Ohio. The firm provides investment management, financial planning and family office services.
For more information, visit www.cmwealthadvisors.com.
Source: CM Wealth
