Doug Smorag

Direttore operativo presso CM Wealth Advisors LLC

Finance

Consumer Services

Profilo

Mr. Douglas J.
Smorag is a Chief Operating Officer at CM Wealth Advisors LLC and a Principal at CMWA Capital Appreciation Fund LLC.
He received his BBA from Kent State University and his MBA from Cleveland State University.
He is a CPA and holds the designation of Personal Financial Specialist (PFS).

Posizioni attive di Doug Smorag

Società	Posizione	Inizio
CMWA Capital Appreciation Fund LLC CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC seeks investment opportunities in companies located in the United States. The fund targets companies operating in a broad range of sector. It provides financing to early stage transactions..	Corporate Officer/Principal	22/04/2009
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.	Direttore operativo	01/01/1998

Tutte le posizioni attive di Doug Smorag

Formazione di Doug Smorag

Kent State University (Ohio)	Undergraduate Degree
Cleveland State University	Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Doug Smorag

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
CMWA Capital Appreciation Fund LLC CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC seeks investment opportunities in companies located in the United States. The fund targets companies operating in a broad range of sector. It provides financing to early stage transactions..	Finance
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