Douglas McCreery
Chief Executive Officer at CM Wealth Advisors LLC
Profile
Mr. R.
Douglas McCreery is a Chief Executive Officer & Managing Member at CM Wealth Advisors LLC and a Secretary & Trustee at The Cleveland Museum of Natural History.
He is on the Board of Directors at The Cleveland Museum of Natural History.
He joined CM Wealth in 2019 and has been in the industry since 1979.
Prior to joining CM Wealth, Mr. McCreery was an Attorney, Former Shareholder & Director at Spieth, Bell, McCurdy and Newell, L.P.A.
He also served as a Director, Officer and/or CEO of a number of businesses, from small to established businesses with more than 1,000 employees.
He received his B.S.
in Accounting degree from Case Western Reserve University, a Juris Doctorate from Case Western Reserve University and an MBA from Case Western Reserve University.
Douglas McCreery active positions
| Companies | Position | Start |
|---|---|---|
The Cleveland Museum of Natural History
 The Cleveland Museum of Natural History Other Consumer ServicesConsumer Services Cleveland Museum of Natural History is a non-profit organization operating as a museum. It offers exhibits, a wildlife center, and an observatory. The company was founded in 1920 and is headquartered in Cleveland, OH. | Director/Board Member | - |
CM Wealth Advisors LLC
 CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | Chief Executive Officer | 2018-12-31 |
Training of Douglas McCreery
| Case Western Reserve University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The Cleveland Museum of Natural History
The Cleveland Museum of Natural History Other Consumer ServicesConsumer Services Cleveland Museum of Natural History is a non-profit organization operating as a museum. It offers exhibits, a wildlife center, and an observatory. The company was founded in 1920 and is headquartered in Cleveland, OH. | Consumer Services |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities. | Finance |
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