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2016-08-17T00:00:00.000Z

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Wrong Neal Colby?

Neal Colby B. CPA

Partner

CM Wealth Advisors

HQ Phone: (216) 831-9667

Email: n***@***.com

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CM Wealth Advisors

30195 Chagrin Boulevard Suite #250

Pepper Pike, Ohio 44124

United States

Company Description

CM Wealth Advisors is a wealth management and investment advisory firm. It serves a limited number of high net worth individuals and families, as well as foundations and endowments. The firm's experienced partners provide personal attention, objective cou ... more

Find other employees at this company (17)

Background Information

Employment History

Controller

Walnut Ridge Strategic Management Company, LLC

Cpa

Cohen & Company

Affiliations

Treasurer of the Board of Trustees for the Greater East Ohio Chapter
Alzheimer's Association

Member
American Institute of Certified Public Accountants Inc

Member
Ohio Society of Certified Public Accountants

Member
The Ohio Society of CPAs

Member
Class

Board of Trustees
Beatitude House

Treasurer
Greater East Ohio Chapter

Education

Bachelor of Science

Business Administration in Finance

University of Akron

Masters

Accounting

Kent State University

Web References (14 Total References)


Our Partners « CM Wealth Advisors | A Wealth Management and Investment Advisory Firm

www.cmwealthadvisors.com [cached]

Neal B. Colby

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Neal B. Colby


Operations Team « CM Wealth Advisors | A Wealth Management and Investment Advisory Firm

www.cmwealthadvisors.com [cached]

Neal B. Colby


Neal B. Colby « CM Wealth Advisors | A Wealth Management and Investment Advisory Firm

www.cmwealthadvisors.com [cached]

Neal B. Colby

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Neal B. Colby
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Home / About CM Wealth / Our Partners / Neal B. Colby
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Neal B. Colby
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Neal B. Colby
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Neal B. Colby
Neal is Partner and Director of Operations at CM Wealth Advisors. He is a member of the firm's Management Committee and Compliance Committee.
Prior to joining CM Wealth Advisors in 2014, Neal worked in a Northeast Ohio single-family office, and was involved in a wide range of accounting, reporting, compliance and planning activities for the owners. He previously spent 15 years with a large regional accounting firm, where he was responsible for client audit, tax and consulting engagements. Neal is active with the Alzheimer's Association and formerly served as Treasurer for the Greater East Ohio Chapter. In addition, he was formerly on the board of directors of a shelter for homeless women and children, and is a past President and Treasurer of the Tallmadge Rotary Club.
Neal received his B.S.B.A. in Finance from the University of Akron and his M.S. in Accounting from Kent State University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants. He resides in Macedonia, Ohio.


The Tallmadge, Ohio Rotary

www.tallmadgerotary.org [cached]

Neal Colby Sponsored by Stow's Rotary Club, Tallmadge Rotary was chartered February 5th, 1985, with 35 initial members.


Cohen & Company Management Team Biographies

www.cohenintl.com [cached]

Neal B. Colby Principal

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