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This profile was last updated on 2/22/15  and contains information from public web pages and contributions from the ZoomInfo community.

Neal B. Colby CPA

Wrong Neal B. Colby CPA?

Partner and Director of Operation...

Phone: (216) ***-****  HQ Phone
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...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Masters , Accounting
    Kent State University
  • Bachelor of Science , Business Administration in Finance
    University of Akron
9 Total References
Web References
Neal B. ...
www.cmwealthadvisors.com, 22 Feb 2015 [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
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, 20 May 2009 [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
Neal Colby, CPA; Cohen & Company
www.cohencpa.com, 24 Jan 2007 [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.
Cohen & Company Management Team Biographies
www.cohenintl.com, 20 May 2009 [cached]
Neal B. Colby Principal
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