![Doug Smorag](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Doug Smorag
Operationeel Directeur bij CM Wealth Advisors LLC
Profiel
Mr. Douglas J.
Smorag is a Chief Operating Officer at CM Wealth Advisors LLC and a Principal at CMWA Capital Appreciation Fund LLC.
He received his BBA from Kent State University and his MBA from Cleveland State University.
He is a CPA and holds the designation of Personal Financial Specialist (PFS).
Actieve functies van Doug Smorag
Bedrijven | Functie | Begin |
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CMWA Capital Appreciation Fund LLC | Corporate Officer/Principal | 22-04-2009 |
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. | Operationeel Directeur | 01-01-1998 |
Opleiding van Doug Smorag
Cleveland State University | Masters Business Admin |
Kent State University (Ohio) | Undergraduate Degree |
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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CMWA Capital Appreciation Fund LLC | 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 |