Presently, James William Wert occupies the position of Chairman, CEO & Managing Member at CM Wealth Advisors LLC.
He is also on the board of Crawford United Corp., Park-Ohio Holdings Corp., Park-Ohio Industries, Inc. and University Hospitals Cleveland Medical Center and Principal at CMWA Capital Appreciation Fund LLC.
He previously occupied the position of Chief Investment Officer at KeyCorp and Chief Investment Officer at Society Corp. (a subsidiary of KeyCorp) and Advisor at Resilience Capital Partners LLC.
He received an undergraduate degree from Michigan State University.
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