Ben Wallace

Private Equity Investor at CM Wealth Advisors, Inc. /Private Equity/

Finance

Profile

Prior Employment · Experience: •Sole Investment Analyst for a Single –Family Office •Accounting and Finance Management Rotational Program – National real estate firm Education · accreditations · credentials: •Kent State University – B.S.
Business Administration with an Accounting concentration •Certified Public Accountant (CPA) in the State of Ohio •CFA Level II candidate Expertise: •Public & Private Investments •Investment Due Diligence •Financial Markets Analysis Notable: •Family time with wife and daughters •Outdoor activities – hunting, fishing, and hiking to name a few •Avid Ohio State and Cleveland sports fan

Ben Wallace 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.	Private Equity Investor	2020-12-31

All active positions of Ben Wallace

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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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