![Aileen Werklund](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Prior Employment · Experience: •Relationship Manager - Hawthorn PNC Family Wealth Education · accreditations · credentials: •Baldwin Wallace College: BS Business Administration •Case Western Reserve University: MBA with a focus on Finance and Management •Certified Financial Planner™ (CFP®) •Member of the Estate Planning Council of Cleveland •Member of the Diamond Advisory Group at University Hospitals Expertise: •Financial Planning •Family Financial Education •Insurance Planning •Cash Flow Management •Estate Planning •Banking and Credit Products •Household Audits Community Involvement: •Officer for local private foundation in Northeast Ohio
| Empresas | Cargo | Inicio |
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CM Wealth Advisors, Inc. /Private Equity/
 CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Corporate Officer/Principal | - |
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| Empresas privadas | 1 |
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CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Finance |
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