41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session

Billion Dollar Backstory

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office.

Listen in as Paul and Stacy discuss:

● His backstory - from college intern at a tech start-up to CIO

● The power of being candid about challenges and failures in meetings

● A common pitfall in the M&A and RIA space: not keeping clients first when scaling

About Paul Bodnar:

Paul is Chief Investment Officer of CM Wealth, a multi-family office with $1.8 billion under management.

Paul’s career in asset management started in equity research at Longbow Research in 2003 where he rose to a Vice President and Senior Equity Analyst role covering industrials. While in that role, he was named to the Wall Street Journal’s 'Best on the Street" Analysts in 2011 and received a similar award from the Financial Times in 2010. He left Longbow in 2012 to co-found Incremental Insights, an emerging markets-focused investment research firm.
Paul has a degree in Business Management with a minor concentration in International Economics from Case Western Reserve University.
In his spare time, he enjoys skiing, playing lacrosse, and mountain biking. Paul is married with one daughter, a hardcore Chelsea FC fan, and a follower of Cleveland sports.

Resources Mentioned in This Episode:

Songs: Pixies - Here Comes Your Man , Lou Reed - Vicious, Fugazi - Waiting Room

Books: King: A Life by Jonathan Eig, Same As Ever by Morgan Housel

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