Jim Wert

Jim Wert

Director/Board Member at PARK-OHIO HOLDINGS CORP.

Net worth: 3 M $ as of 31/03/2024

75 year
Finance
Producer Manufacturing
Consumer Services

Profile

James William Wert is currently the Chairman, CEO & Managing Member at CM Wealth Advisors LLC since 2000.
He is also an Independent Director at Crawford United Corp.
since 2021.
In addition, he holds the position of Lead Independent Director at Park-Ohio Holdings Corp.
since 2014 and Director at Park-Ohio Industries, Inc. since 1992.
Mr. Wert is also a Director at University Hospitals Cleveland Medical Center and Principal at CMWA Capital Appreciation Fund LLC.
In the past, Mr. Wert served as a Director at Continental Conveyor & Equipment Co. from 1997 to 2008.
He was also an Independent Director at Marlin Business Services Corp.
from 1997 to 2022.
Additionally, he held the position of Chief Investment Officer at KeyCorp from 1995 to 1996 and was the Chief Investment Officer at Society Corp.
Furthermore, he worked as an Advisor at Resilience Capital Partners LLC.
Mr. Wert completed his undergraduate degree from Michigan State University in 1971.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
27/03/2024 88,190 ( 0.67% ) 2 M $ 31/03/2024
26/01/2024 14,500 ( 0.52% ) 638 000 $ 31/03/2024

Jim Wert active positions

CompaniesPositionStart
PARK-OHIO HOLDINGS CORP. Director/Board Member 01/01/1992
CRAWFORD UNITED CORPORATION Director/Board Member 11/08/2021
Director/Board Member 01/01/1992
Chief Executive Officer 01/01/2000
Corporate Officer/Principal 22/04/2009
Director/Board Member -
All active positions of Jim Wert

Former positions of Jim Wert

CompaniesPositionEnd
MARLIN BUSINESS SERVICES CORP. Director/Board Member 20/01/2022
Director/Board Member 01/01/2008
KEYCORP Director of Finance/CFO 01/01/1995
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See the detail of Jim Wert's experience

Training of Jim Wert

Michigan State University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jim Wert's experience

Connections

100 +

1st degree connections

13

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies3
CRAWFORD UNITED CORPORATION

Producer Manufacturing

KEYCORP

Finance

PARK-OHIO HOLDINGS CORP.

Producer Manufacturing

Private companies9
Society Corp.

Finance

Producer Manufacturing

Finance

Finance

Commercial Services

Finance

Producer Manufacturing

Health Services

Finance

See company connections