Jim Wert
Director/Board Member presso PARK-OHIO HOLDINGS CORP.
Patrimonio netto: 3 M $ in data 31/03/2024
Profilo
James William Wert is currently the Chairman, CEO & Managing Member at CM Wealth Advisors LLC, an Independent Director at Crawford United Corp., and the Lead Independent Director at Park-Ohio Holdings Corp.
He is also a Director at Park-Ohio Industries, Inc., University Hospitals Cleveland Medical Center, and CMWA Capital Appreciation Fund LLC.
In the past, he served as a Director at Continental Conveyor & Equipment Co., Independent Director at Marlin Business Services Corp., Chief Investment Officer at KeyCorp and Society Corp., and Advisor at Resilience Capital Partners LLC.
He also served as a Director at Paragon Holdings, Inc. Mr. Wert received his undergraduate degree from Michigan State University in 1971.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
PARK-OHIO HOLDINGS CORP.
0.67% | 27/03/2024 | 88 190 ( 0.67% ) | 2 M $ | 31/03/2024 |
26/01/2024 | 14 500 ( 0.52% ) | 638 000 $ | 31/03/2024 |
Posizioni attive di Jim Wert
Società | Posizione | Inizio |
---|---|---|
PARK-OHIO HOLDINGS CORP. | Director/Board Member | 01/01/1992 |
CRAWFORD UNITED CORPORATION | Director/Board Member | 11/08/2021 |
Park-Ohio Industries, Inc.
Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Park-Ohio Industries, Inc. engages in the provision of supply chain management outsourcing services. It operates through the following segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a proactive solutions approach that manages the efficiencies of every aspect of supplying production parts and materials to its customers’ manufacturing floor, from strategic planning to program implementation. The Assembly Components segment manufactures products oriented towards fuel efficiency, reduced emission standards, and vehicle electrification. The Engineered Products segment designs and produces a broad range of highly-engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products. The company was founded on May 27, 1907 and is headquartered in Cleveland, OH. | Director/Board Member | 01/01/1992 |
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. | Chief Executive Officer | 01/01/2000 |
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 |
University Hospitals Cleveland Medical Center
University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services University Hospitals Cleveland Medical Center provides medical services. It operates medical, clinical and research centers including cancer, pediatrics, women's health, orthopedics spine, radiology, radiation oncology, neurosurgery, neuroscience, cardiology, cardiovascular surgery, organ transplantation and human genetics. The company was founded in 1866 and is headquartered in Cleveland, OH. | Director/Board Member | - |
Precedenti posizioni note di Jim Wert
Società | Posizione | Fine |
---|---|---|
MARLIN BUSINESS SERVICES CORP. | Director/Board Member | 20/01/2022 |
Continental Conveyor & Equipment Co.
Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Continental Conveyor & Equipment Co. designs and manufactures conveyor systems and components. The company was founded in 1959 and is headquartered in Winfield, AL. | Director/Board Member | 01/01/2008 |
KEYCORP | Director of Finance/CFO | 01/01/1995 |
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Formazione di Jim Wert
Michigan State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 3 |
---|---|
CRAWFORD UNITED CORPORATION | Producer Manufacturing |
KEYCORP | Finance |
PARK-OHIO HOLDINGS CORP. | Producer Manufacturing |
Aziende private | 9 |
---|---|
Society Corp. | Finance |
Continental Conveyor & Equipment Co.
Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Continental Conveyor & Equipment Co. designs and manufactures conveyor systems and components. The company was founded in 1959 and is headquartered in Winfield, AL. | Producer Manufacturing |
Marlin Business Services Corp.
Marlin Business Services Corp. Finance/Rental/LeasingFinance Marlin Business Services Corp. engages in the provision of credit products and services to small businesses. Its products and services include loans and leases for the acquisition of commercial equipment and working capital loans. The company was founded on August 5, 2003 and is headquartered in Mount Laurel, NJ. | Finance |
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 |
Paragon Holdings, Inc.
Paragon Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Paragon Holdings, Inc. provides dry cleaning and laundry facilities services. The private company is based in Mobile, AL. | Commercial Services |
Resilience Capital Partners LLC
Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio. | Finance |
Park-Ohio Industries, Inc.
Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Park-Ohio Industries, Inc. engages in the provision of supply chain management outsourcing services. It operates through the following segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a proactive solutions approach that manages the efficiencies of every aspect of supplying production parts and materials to its customers’ manufacturing floor, from strategic planning to program implementation. The Assembly Components segment manufactures products oriented towards fuel efficiency, reduced emission standards, and vehicle electrification. The Engineered Products segment designs and produces a broad range of highly-engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products. The company was founded on May 27, 1907 and is headquartered in Cleveland, OH. | Producer Manufacturing |
University Hospitals Cleveland Medical Center
University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services University Hospitals Cleveland Medical Center provides medical services. It operates medical, clinical and research centers including cancer, pediatrics, women's health, orthopedics spine, radiology, radiation oncology, neurosurgery, neuroscience, cardiology, cardiovascular surgery, organ transplantation and human genetics. The company was founded in 1866 and is headquartered in Cleveland, OH. | Health 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 |
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