![Doug Smorag](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Doug Smorag
Directeur des opérations chez CM Wealth Advisors LLC
Provenance du réseau au premier degré de Doug Smorag
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
5
| Subsidiary | Investment Managers | 5 |
CMWA Capital Appreciation Fund LLC
![]() CMWA Capital Appreciation Fund LLC Investment ManagersFinance CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Doug Smorag via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
CRAWFORD UNITED CORPORATION | Industrial Machinery | Director/Board Member | |
KEYCORP | Major Banks | Director of Finance/CFO | |
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. | Trucks/Construction/Farm Machinery | Director/Board Member | |
PARK-OHIO HOLDINGS CORP. | Metal Fabrication | Director/Board Member | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Head-Equity Investments | |
MARLIN BUSINESS SERVICES CORP. | Finance/Rental/Leasing | Director/Board Member | |
Longbow Research LLC
![]() Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Director/Board Member | |
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. | Investment Managers | Private Equity Investor | |
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. | Metal Fabrication | Director/Board Member | |
Gates Group Capital Partners LLC
![]() Gates Group Capital Partners LLC Investment ManagersFinance Gates Group Capital Partners LLC (Gates Group Capital Partners) is a private equity firm founded in 2002 by Mike De Windt and Walter Stuelpe. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Consultant / Advisor | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
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. | Hospital/Nursing Management | Director/Board Member | |
Sterling
![]() Sterling Industrial MachineryProducer Manufacturing Part of ACS Group, Inc., Sterling is a leading provider of background and identity services. Sterling is based in New Berlin, WI and is committed to sustainability by operating responsibly to safeguard and improve society's quality of life. The company helps over 50,000 clients establish people-first cultures built on trust and safety by offering background and identity verification services. Sterling operates through a variety of subsidiaries within three segments specializing in e-infrastructure, transportation, and building solutions primarily across the southern, northeastern, mid-atlantic, and rocky mountain regions. The company provides advanced, large-scale site development services for manufacturing, data centers, e-commerce distribution centers, warehousing, power generation, and more. | Industrial Machinery | Corporate Officer/Principal | |
Weatherhead School of Management | College/University | Masters Business Admin | |
Case Western Reserve University School of Law | College/University | Graduate Degree | |
Cleveland-Marshall College of Law | College/University | Graduate Degree | |
CM Wealth Advisors, Inc. /Private Equity/
![]() CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 26 |
Sectorielle
Finance | 9 |
Consumer Services | 9 |
Producer Manufacturing | 6 |
Commercial Services | 3 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 9 |
Director/Board Member | 8 |
Undergraduate Degree | 5 |
Chief Investment Officer | 4 |
Portfolio Manager-Equities | 4 |
Relations les plus connectées
Insiders | |
---|---|
Jim Wert | 13 |
Fred G. Botek | 7 |
Cindy Koury | 4 |
Paul Bodnar | 4 |
John Edgar Kohl | 4 |
John Paul Batt | 3 |
Anderson A. Chace | 1 |
- Bourse
- Insiders
- Doug Smorag
- Connexions Sociétés