Aileen Werklund
Corporate Officer/Principal at CM Wealth Advisors, Inc. /Private Equity/
Profile
Prior Employment · Experience: •Relationship Manager - Hawthorn PNC Family Wealth Education · accreditations · credentials: •Baldwin Wallace College: BS Business Administration •Case Western Reserve University: MBA with a focus on Finance and Management •Certified Financial Planner™ (CFP®) •Member of the Estate Planning Council of Cleveland •Member of the Diamond Advisory Group at University Hospitals Expertise: •Financial Planning •Family Financial Education •Insurance Planning •Cash Flow Management •Estate Planning •Banking and Credit Products •Household Audits Community Involvement: •Officer for local private foundation in Northeast Ohio
Aileen Werklund active positions
| Companies | Position | Start |
|---|---|---|
CM Wealth Advisors, Inc. /Private Equity/
 CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio. | Finance |
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