CM Wealth, an independent multi-family office with more than $2.1 billion in assets under management, has announced that Paul Bodnar has been named CEO and managing member. Bodnar succeeds R. Douglas McCreery, who has served as CEO for the past five years.
Bodnar’s appointment is the next step in a decade-long succession plan to preserve CM Wealth’s employee-owned status and continue its 40-year history of concierge care to client families. He joined CM Wealth in 2015 and championed modernization of the firm’s strategy, particularly through expansion of its private capital and direct investment platforms. He will maintain his role as chief investment officer.
At a time of widespread industry consolidation, CM Wealth continues to favor a team-based approach that prioritizes long-term stewardship.
