Doug Smorag
Chief Operating Officer at CM Wealth Advisors LLC
Doug Smorag active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Corporate Officer/Principal | 22/04/2009 | - |
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. | Chief Operating Officer | 01/01/1998 | - |
| Portfolio Manager-Equities | 01/01/1998 | - |
Career history of Doug Smorag
Training of Doug Smorag
| Kent State University (Ohio) | Undergraduate Degree |
| Cleveland State University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 1 |
| Chief Operating Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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. | Finance |
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. | Finance |
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