Doug Smorag
Operationeel Directeur bij CM Wealth Advisors LLC
Profiel
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).
Actieve functies van Doug Smorag
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Operationeel Directeur | 01-01-1998 |
Opleiding van Doug Smorag
| Cleveland State University | Masters Business Admin |
| Kent State University (Ohio) | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
