CM Wealth announced that Paul Bodnar has been named Chief Executive Officer and Managing Member, succeeding R. Douglas McCreery.
Bodnar’s appointment marks the culmination of a decade-long succession plan aimed at preserving the firm’s employee-owned structure while positioning it for long-term growth. He joined CM Wealth in 2015 and has played a key role in modernizing the firm’s strategy, including expanding its private capital and direct investment platforms. He will continue to serve as Chief Investment Officer alongside his new responsibilities.
CM Wealth, which manages more than $2.1 billion in assets, remains focused on delivering multi-family office services with an emphasis on long-term stewardship and personalized client care. The leadership transition comes at a time when many firms in the wealth management industry are consolidating, reinforcing CM Wealth’s commitment to its independent, employee-owned model.
McCreery, who has served as CEO for the past five years, will step aside as part of the planned transition after helping guide the firm through a period of strategic evolution.
The firm continues to emphasize a team-based approach, combining institutional-grade investment capabilities with high-touch advisory services for multi-generational client families.
KEY QUOTES
“Ten years ago, we began designing a path for CM Wealth to thrive as an enduring, partner-owned institution. Paul has spent the last decade driving our strategic evolution and embodies the culture of discipline our clients expect. Now is the time to pass the baton to a leader who has the vision to guide this firm for the next generation.”
R. Douglas McCreery, Former Chief Executive Officer, CM Wealth
“By remaining employee-owned, we can ignore pressures of outside shareholders and focus entirely on the multi-generational objectives of our client families. I am honored to lead a firm that balances high touch service, institutional grade investment capabilities, and personalized solutions for our clients.”
Paul Bodnar, Chief Executive Officer And Managing Member, CM Wealth
