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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CM Wealth Advisors | Partner, Chief Investment Officer | Jul 2023 to Present | — |
| CM Wealth Advisors | Partner, Sr. Director of Investments and Private Equity | Aug 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 Research | Co-Founder, Managing Partner | Nov 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 Research | VP, Sr. Equity Analyst - Industrials | Jan 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 Research | Junior Equity Analyst - Food and Beverage, Packaging | Jan 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 Research | Associate - Food and Beverage, Packaging | Apr 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
Others at CM Wealth Advisors LLC (3)
| Name | Role | Location |
|---|---|---|
| Associate | Cleveland, OH , United States | |
| Senior Associate | Cleveland, OH , United States | |
D Dhairya Patel | Investment Associate | United States |
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