![Jim Wert](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>)
Fortuna: 4 M $ al 31/08/2026
Mr. James W.
Wert is an Advisory Board Chair & Senior Client Advisor at CM Wealth Advisors LLC, a Lead Independent Director at Park-Ohio Holdings Corp.
and a Principal at CMWA Capital Appreciation Fund LLC.
He is on the Board of Directors at CM Wealth Advisors LLC, Park-Ohio Industries, Inc., Park-Ohio Holdings Corp.
and University Hospitals Cleveland Medical Center.
Mr. Wert was previously employed as an Independent Director by Crawford United Corp., an Independent Director by Marlin Business Services Corp., a Chief Investment Officer by KeyCorp, an Advisor by Resilience Capital Partners LLC, and a Chief Investment Officer by Society Corp.
He also served on the board at Continental Global Group, Inc. and Paragon Holdings, Inc.
He received his undergraduate degree from Michigan State University.
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
PARK-OHIO HOLDINGS CORP. 0,64 % | 10/09/2026 | 93.456 ( 0,64 % ) | 4 M $ | 31/08/2026 |
| Empresas | Cargo | Inicio |
|---|---|---|
| PARK-OHIO HOLDINGS CORP. | Director/Miembro de la Junta | 01/01/1992 |
Park-Ohio Industries, Inc.
 Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Manufactures engineered components and provides industrial supply chain logistics services | Director/Miembro de la Junta | 01/01/1992 |
CM Wealth Advisors LLC
 CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Director/Miembro de la Junta | 01/01/2000 |
CMWA Capital Appreciation Fund LLC
 CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Corporate Officer/Principal | 22/04/2009 |
University Hospitals Cleveland Medical Center
 University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services Operates as a hospital that provides primary and specialty health care services for adults & children | Director/Miembro de la Junta | - |
| Empresas | Cargo | Fin |
|---|---|---|
| CRAWFORD UNITED CORPORATION | Director/Miembro de la Junta | 06/02/2026 |
| MARLIN BUSINESS SERVICES CORP. | Director/Miembro de la Junta | 20/01/2022 |
Continental Conveyor & Equipment Co.
 Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Designs and manufactures conveyor systems and components | Director/Miembro de la Junta | 01/01/2008 |
| KEYCORP | Director Financiero/CFO | 01/01/1995 |
| ░░░░░░░ ░░░░░ | ░░░░░░░░ ░░░░░░░░░░░░░░ | - |
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
| Empresas privadas | 13 |
|---|---|
Crawford United Corp.
 Crawford United Corp. Industrial MachineryProducer Manufacturing Develops, manufactures and markets automotive, aerospace and commercial air handling products | Producer Manufacturing |
KeyCorp
 KeyCorp Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Society Corp.
 Society Corp. Major BanksFinance Commercial banking | Finance |
Continental Conveyor & Equipment Co.
Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Designs and manufactures conveyor systems and components | Producer Manufacturing |
Park-Ohio Holdings Corp.
 Park-Ohio Holdings Corp. Metal FabricationProducer Manufacturing Provides supply chain logistics services and manufactures aluminum products | Producer Manufacturing |
Marlin Business Services Corp.
 Marlin Business Services Corp. Finance/Rental/LeasingFinance Provides equipment leasing solutions to small businesses | Finance |
CMWA Capital Appreciation Fund LLC
CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Paragon Holdings, Inc.
 Paragon Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides dry cleaning and laundry facilities services | Commercial Services |
Resilience Capital Partners LLC
 Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners invests in companies located in the United States with revenues of USD 25 - 250 million and EBITDA of less than USD 20 million. The firm focuses on a broad range of sectors and industries. It provides financing for buyout capital requirements with an investment size of USD 10 - 75 million. | Finance |
Park-Ohio Industries, Inc.
Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Manufactures engineered components and provides industrial supply chain logistics services | Producer Manufacturing |
University Hospitals Cleveland Medical Center
University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services Operates as a hospital that provides primary and specialty health care services for adults & children | Health Services |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Finance |
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