Douglas McCreery

Director Ejecutivo en CM Wealth Advisors LLC .

Consumer Services

Finance

Perfil

Mr. R.
Douglas McCreery is a Chief Executive Officer & Managing Member at CM Wealth Advisors LLC and a Secretary & Trustee at The Cleveland Museum of Natural History.
He is on the Board of Directors at The Cleveland Museum of Natural History.
He joined CM Wealth in 2019 and has been in the industry since 1979.
Prior to joining CM Wealth, Mr. McCreery was an Attorney, Former Shareholder & Director at Spieth, Bell, McCurdy and Newell, L.P.A.
He also served as a Director, Officer and/or CEO of a number of businesses, from small to established businesses with more than 1,000 employees.
He received his B.S.
in Accounting degree from Case Western Reserve University, a Juris Doctorate from Case Western Reserve University and an MBA from Case Western Reserve University.

Cargos activos de Douglas McCreery

Empresas	Cargo	Inicio
The Cleveland Museum of Natural History The Cleveland Museum of Natural History Other Consumer ServicesConsumer Services Cleveland Museum of Natural History is a non-profit organization operating as a museum. It offers exhibits, a wildlife center, and an observatory. The company was founded in 1920 and is headquartered in Cleveland, OH.	Director/Miembro de la Junta	-
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.	Director Ejecutivo	01/01/2019

Todos los cargos activos de Douglas McCreery

Formación de Douglas McCreery.

Case Western Reserve University

Graduate Degree

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Empresas relacionadas

Empresas privadas	2
The Cleveland Museum of Natural History The Cleveland Museum of Natural History Other Consumer ServicesConsumer Services Cleveland Museum of Natural History is a non-profit organization operating as a museum. It offers exhibits, a wildlife center, and an observatory. The company was founded in 1920 and is headquartered in Cleveland, OH.	Consumer Services
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