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2015-12-16T00:00:00.000Z

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Wrong Neal Colby?

Neal Colby B. CPA

Partner and Director of Operations

CM Wealth Advisors

HQ Phone: (216) 831-9667

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

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 (15)

Background Information

Employment History

Position, Northeast Ohio Single-Family Office
CM Wealth Advisors

President and Treasurer
Tallmadge Rotary Club

Principal
Cohen & Company

Affiliations

Member of the Compliance Committee
CM Wealth Advisors

Member
American Institute of Certified Public Accountants Inc

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

Treasurer
Greater East Ohio Chapter

Education

Masters
Accounting
Kent State University

Bachelor of Science
Business Administration in Finance
University of Akron

Web References (10 Total References)


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.


Neal B. Colby, Cohen & Company

www.cohenintl.com [cached]

Neal B. Colby, CPA Principal

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Neal is a Principal in the Tax Department. He works with clients in the transportation, manufacturing and professional services industries on a wide variety of accounting, tax and business planning issues. In addition, Neal works on many business succession, tax and estate planning projects including business valuations for clients.
Neal is a member of the American Institute of CPAs and the Ohio Society of CPAs. He is a former President and Treasurer of the Tallmadge Rotary Club, and serves as Treasurer of the Board of Trustees for the Greater East Ohio Chapter of the Alzheimer's Association. He is a member of the Class of 2005-2006 Leadership Mahoning Valley and is on the Board of Trustees of Beatitude House.
A 1990 graduate of the University of Akron with a Bachelor of Science in Business Administration in Finance, Neal earned his Masters in Accounting from Kent State University in 1994. He resides in Canfield with his wife, Victoria, and enjoys golf, travel, and following Boston Red Sox baseball. spacer Neal B. Colby
Practice Areas
Tax Department


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

www.cmwealthadvisors.com [cached]

Neal B. Colby


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

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Neal B. Colby


Neal Colby, CPA; Cohen & Company

www.cohencpa.com [cached]

Neal B. Colby, CPAPrincipal

Neal is a Principal in the Tax Department.He works with clients in the transportation, manufacturing and professional services industries on a wide variety of accounting, tax and business planning projects.In addition, Neal works on many litigation services projects, including business valuations and damage calculations.Neal is a member of the American Institute of CPAs and the Ohio Society of CPAs.He is also former President and current Treasurer of the Tallmadge Rotary Club.
A 1990 graduate of the University of Akron with a Bachelor of Science in Business Administration in Finance, Neal earned his Masters in Accounting from Kent State University in 1994.He resides in Tallmadge with his wife, Victoria, and enjoys golf, travel, and following Boston Red Sox baseball.

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