Paul Bodnar

About Paul Bodnar

Chief Investment Officer and Partner at a multi-family office with $2 billion under management focused on investment strategy, client relationships and management of the firm. Evolved the private capital program which invests in private equity, venture, real estate, and non-correlated assets as well as built a successful co-investment program across these asset classes.Previously, co-founded Incremental Insights, an emerging markets focused investment research firm. Prior to that, he was a Vice President, Senior Equity Analyst at Longbow Research. While in that role, he was named to the Wall Street Journal’s \'Best on the Street\" Analysts in 2011 and received a similar award from the Financial Times in 2010. He also has experience in consumer goods and packaging. Paul has also worked within the software and technology industries, most recently through a consulting engagement and various other roles that includes being an early team member at a company that went through an IPO.

Experience

1. Partner, Chief Investment Officer

   Cm Wealth Advisors

   Jul 2023 — Present · Pepper Pike, OH, US

Education

• Loyola University Maryland

  Finance

  1996 — 1998

• Case Western Reserve University

  Bachelor of Science (BS), Finance & Economics

  2003 — 2004

Skills

• Asset Management
• Equity Research
• Financial Modeling
• Equities
• Hedge Funds
• Valuation
• Financial Analysis
• Emerging Markets
• Industrial Economics
• Investments
• Finance
• Greater China
• Equity Valuation
• Alternative Investments
• Business Strategy
• Market Research
• Business
• Investment Research
• Series 7
• Mutual Funds
• Equity Analyst
• Investment Analyst
• Series 86
• Series 87
• Ms Excel
• Bloomberg
• Start-Up Ventures
• Management
• Economics
• Market Analysis
• Microsoft Excel
• Finra
• Thomson One Analytics
• Ms Word
• Lean Startup
• User Experience
• Railcars
• Machinery
• Capital Goods
• Private Equity