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HomeAll NewsMost read newsBusiness Leaders Biography
Summary 
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.


Current positions of James William Wert 
NameTitle Since
Park-Ohio Holdings Corp.
(Industrial Machinery & Equipment)
Vice Chairman -
Marlin Business Services Corp.
(Banks)
Independent Director 1998
Crawford United Corporation
(Electrical Components & Equipment)
Director 2021
Park-Ohio Industries, Inc. Director 1992
University Hospitals Cleveland Medical Center Director -
CM Wealth Advisors LLC Chairman, CEO & Managing Member 2000
CMWA Capital Appreciation Fund LLC Principal -


Holdings of James William Wert 
NameEquities%Valuation
Park-Ohio Holdings Corp. (PKOH)
(Industrial Machinery & Equipment)
95,6900.75%2,466,888 USD
Marlin Business Services Corp. (MRLN)
(Banks)
58,0600.48%1,291,835 USD


James William Wert: Personal Network 
Most Read News 
09/07GEORGE SOROS : Soros says BlackRock's China investments likely to lose money - WSJ
RE
09/14BRAD SMITH : Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chair
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09/09FRANCESCO GAETANO CALTAGIRONE : Italy's Caltagirone ups Generali stake to just over 6%
RE
09/13MARTIN SORRELL : Sorrell's S4 Capital raises annual profit outlook for a third time
RE
09/14CATHIE WOOD : ARK Invest's Wood expects market rotation back to growth stocks
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09/09ELON MUSK : Tesla's Musk asks staff to 'go super hardcore' to ensure decent Q3 delivery number
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09/08ELON MUSK : Amazon.com goes for jugular in FCC spat with SpaceX's Musk
RE
09/08BILL GATES : Bill Gates' investment firm to take control of Four Seasons in $2.21 billion deal
RE
09/17STELIOS HAJI-IOANNOU : EasyJet shareholder Stelios Haji-Ioannou shuns rights issue -source
RE
09/08MICHAEL O'LEARY : Exclusive-Ryanair ready to wait years for Boeing to cut prices, says O'Leary
RE
More news


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James William Wert : Connections