![Jim Wert](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Wert
Director/Board Member at
PARK-OHIO HOLDINGS CORP.
Net worth: 4 M $ as of 2026-08-30
Profile
Mr. James W.
Wert is an Advisory Board Chair & Senior Client Advisor at CM Wealth Advisors LLC, a Lead Independent Director at Park-Ohio Holdings Corp.
and a Principal at CMWA Capital Appreciation Fund LLC.
He is on the Board of Directors at CM Wealth Advisors LLC, Park-Ohio Industries, Inc., Park-Ohio Holdings Corp.
and University Hospitals Cleveland Medical Center.
Mr. Wert was previously employed as an Independent Director by Crawford United Corp., an Independent Director by Marlin Business Services Corp., a Chief Investment Officer by KeyCorp, an Advisor by Resilience Capital Partners LLC, and a Chief Investment Officer by Society Corp.
He also served on the board at Continental Global Group, Inc. and Paragon Holdings, Inc.
He received his undergraduate degree from Michigan State University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-09-09 | 93,456 ( 0.64% ) | 4 M $ | 2026-08-30 |
Jim Wert active positions
| Companies | Position | Start |
|---|---|---|
| PARK-OHIO HOLDINGS CORP. | Director/Board Member | 1991-12-31 |
Park-Ohio Industries, Inc.
 Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Manufactures engineered components and provides industrial supply chain logistics services | Director/Board Member | 1991-12-31 |
CM Wealth Advisors LLC
 CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Director/Board Member | 1999-12-31 |
CMWA Capital Appreciation Fund LLC
 CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Corporate Officer/Principal | 2009-04-21 |
University Hospitals Cleveland Medical Center
 University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services Operates as a hospital that provides primary and specialty health care services for adults & children | Director/Board Member | - |
Former positions of Jim Wert
| Companies | Position | End |
|---|---|---|
| CRAWFORD UNITED CORPORATION | Director/Board Member | 2026-02-05 |
| MARLIN BUSINESS SERVICES CORP. | Director/Board Member | 2022-01-19 |
Continental Conveyor & Equipment Co.
 Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Designs and manufactures conveyor systems and components | Director/Board Member | 2007-12-31 |
| KEYCORP | Director of Finance/CFO | 1994-12-31 |
| ░░░░░░░ ░░░░░ | ░░░░░░░░ ░░ ░░░░░░░░░░░ | - |
Training of Jim Wert
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
60
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Crawford United Corp.
 Crawford United Corp. Industrial MachineryProducer Manufacturing Develops, manufactures and markets automotive, aerospace and commercial air handling products | Producer Manufacturing |
KeyCorp
 KeyCorp Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Society Corp.
 Society Corp. Major BanksFinance Commercial banking | Finance |
Continental Conveyor & Equipment Co.
Continental Conveyor & Equipment Co. Trucks/Construction/Farm MachineryProducer Manufacturing Designs and manufactures conveyor systems and components | Producer Manufacturing |
Park-Ohio Holdings Corp.
 Park-Ohio Holdings Corp. Metal FabricationProducer Manufacturing Provides supply chain logistics services and manufactures aluminum products | Producer Manufacturing |
Marlin Business Services Corp.
 Marlin Business Services Corp. Finance/Rental/LeasingFinance Provides equipment leasing solutions to small businesses | Finance |
CMWA Capital Appreciation Fund LLC
CMWA Capital Appreciation Fund LLC Investment ManagersFinance Functions as a private equity fund | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Paragon Holdings, Inc.
 Paragon Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides dry cleaning and laundry facilities services | Commercial Services |
Resilience Capital Partners LLC
 Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners invests in companies located in the United States with revenues of USD 25 - 250 million and EBITDA of less than USD 20 million. The firm focuses on a broad range of sectors and industries. It provides financing for buyout capital requirements with an investment size of USD 10 - 75 million. | Finance |
Park-Ohio Industries, Inc.
Park-Ohio Industries, Inc. Metal FabricationProducer Manufacturing Manufactures engineered components and provides industrial supply chain logistics services | Producer Manufacturing |
University Hospitals Cleveland Medical Center
University Hospitals Cleveland Medical Center Hospital/Nursing ManagementHealth Services Operates as a hospital that provides primary and specialty health care services for adults & children | Health Services |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Finance |
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