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PB

Paul Bodnar

Partner, Chief Investment Officer at CM Wealth Advisors LLC

Cleveland, OH , United States

About

Paul Bodnar serves as Partner and Chief Investment Officer at CM Wealth Advisors, a multi-family office headquartered in Cleveland, Ohio, overseeing more than $1.8 billion in assets under management. In this role, he leads the firm's investment strategy across public and private markets, with a particular focus on private equity, venture capital, and co-investments, as well as thematic investments in cutting-edge sectors such as artificial intelligence and digital infrastructure. Bodnar's expertise spans technology, healthcare, advanced semiconductors, digital infrastructure, and energy transition assets, reflecting a strategic focus on opportunities at the intersection of innovation and long-term value creation.

Before joining CM Wealth Advisors in 2015, Paul Bodnar co-founded Incremental Insights, where he specialized in emerging market investment research. Earlier in his career, he was a vice president at a sell-side equity research firm and earned recognition from the Wall Street Journal and Financial Times for his analytical work, in addition to appearances on CNBC and Bloomberg.

Paul Bodnar is an alumnus of Case Western Reserve University and Loyola University Maryland, building a strong academic foundation for his investment leadership. Through disciplined research and active portfolio management, he has helped position CM Wealth Advisors as a trusted steward of multi-generational capital, notably advancing the firm's private markets platform and expanding its reach into transformative sectors such as AI, digital infrastructure, and healthcare technology.

Career History

OrganizationRoleDate RangeDetails
CM Wealth AdvisorsPartner, Chief Investment OfficerJul 2023 to Present
CM Wealth AdvisorsPartner, Sr. Director of Investments and Private EquityAug 2015 to Jul 2023
Lead the firm's private equity, venture, and other opportunistic investments into the private markets that inclides both primarys and co-investments. Also responsible for due diligence on public mark...
Incremental Insights - Emerging Market Investment ResearchCo-Founder, Managing PartnerNov 2012 to Aug 2015
Co-founded Incremental Insights to revolutionize the way investment research was performed and the content was delivered. We focused on emerging markets providing fundamental research and actionable ...
Longbow Research - Equity ResearchVP, Sr. Equity Analyst - IndustrialsJan 2007 to Apr 2012
Led team in presenting fundamental investment research and recommendations to mutual and hedge funds to drive growth for sell-side institutional equity research firm. Coordinated financial modeling an...
Longbow Research - Equity ResearchJunior Equity Analyst - Food and Beverage, PackagingJan 2006 to Jan 2007
Supported award winning Analyst through financial modeling, valuation, drafting reports, and the supervising associates. Generated revenue from the buy-side via votes while in this supporting role.
Longbow Research - Equity ResearchAssociate - Food and Beverage, PackagingApr 2005 to Dec 2005
Developed and conducted channel checks in support; Drafted research reports and notes, updated models, and marketing packets.

Education

Case Western Reserve University

2003 2004

Loyola University Maryland

1996 1998

Walsh Jesuit High School

Skills & Expertise

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

Others at CM Wealth Advisors LLC (3)

NameRoleLocation
Jackie Bruffey
Jackie Bruffey
AssociateCleveland, OH , United States
Judi Plescia
Judi Plescia
Senior AssociateCleveland, OH , United States
D
Dhairya Patel
Investment AssociateUnited States

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