Jim Wert

Jim Wert

Director/Board Member at PARK-OHIO HOLDINGS CORP.

Net worth: 3 M $ as of 2024-02-28

75 year
Finance
Producer Manufacturing
Consumer Services

Profile

Presently, James William Wert holds the position of Chairman, CEO & Managing Member at CM Wealth Advisors LLC.
He is also on the board of Crawford United Corp., Park-Ohio Holdings Corp., Park-Ohio Industries, Inc. and University Hospitals Cleveland Medical Center and Principal at CMWA Capital Appreciation Fund LLC.
Mr. Wert previously was Chief Investment Officer of KeyCorp and Chief Investment Officer of Society Corp.
(a subsidiary of KeyCorp) and Advisor at Resilience Capital Partners LLC.
James William Wert received an undergraduate degree from Michigan State University.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2023-12-26 95,690 ( 0.73% ) 3 M $ 2024-02-28
2024-01-25 14,500 ( 0.52% ) 555 350 $ 2024-02-28

Jim Wert active positions

CompaniesPositionStart
PARK-OHIO HOLDINGS CORP. Director/Board Member 1991-12-31
CRAWFORD UNITED CORPORATION Director/Board Member 2021-08-10
Director/Board Member 1991-12-31
Chief Executive Officer 1999-12-31
Corporate Officer/Principal 2009-04-21
Director/Board Member -
All active positions of Jim Wert

Former positions of Jim Wert

CompaniesPositionEnd
MARLIN BUSINESS SERVICES CORP. Director/Board Member 2022-01-19
Director/Board Member 2007-12-31
KEYCORP Director of Finance/CFO 1994-12-31
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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