Mr. James W. Wert is a Chairman, Chief Executive Officer & Managing Member at CM Wealth Advisors LLC, an Independent Director at Marlin Business Services Corp., a Vice Chairman at Park-Ohio Holdings Corp. and a Principal at CMWA Capital Appreciation Fund LLC.
He is on the Board of Directors at CM Wealth Advisors LLC, Marlin Business Services Corp., Park-Ohio Industries, Inc., Park-Ohio Holdings Corp., Paragon Holdings, Inc. and University Hospitals Cleveland Medical Center.
Mr. Wert was previously employed as a Chief Investment Officer by KeyCorp, an Advisor by Resilience Capital Partners LLC, and a Chief Investment Officer by Society Corp.
He also served on the board at Continental Global Group, Inc.
He received his undergraduate degree from Michigan State University.