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Aileen Werklund
Corporate Officer/Principal en CM Wealth Advisors, Inc. /Private Equity/ .
Origen de la red de primer grado Aileen Werklund.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
CM Wealth Advisors, Inc. /Private Equity/
![]() CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio.
2
| Subsidiary | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Aileen Werklund a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
Longbow Research LLC
![]() Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree | |
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. | Investment Managers | Chief Investment Officer |
Estadísticas
Internacional
Estados Unidos | 4 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Operativa
Private Equity Investor | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Director of Investments | 1 |
Las relaciones más conectadas
Insiders | |
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Paul Bodnar | 4 |
Ben Wallace | 1 |
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