Neal Colby

Neal B. Colby

Senior Vice President and Chief Financial Officer at CM Wealth Advisors

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30195 Chagrin Blvd., Cleveland, Ohio, United States
HQ Phone:
(216) 831-9667

General Information


Principal - Cohen & Company

Cpa - Cohen & Company


Bachelor of Science - Business Administration in Finance , University of Akron

Masters - Accounting , Kent State University


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

Member - The Ohio Society of CPAs

Member - American Institute of Certified Public Accountants

Member - Class

Board of Trustees - Beatitude House

Treasurer - Greater East Ohio Chapter

Controller - Walnut Ridge Strategic Management, LLC

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

Neal B. Colby
Neal B. Colby Home / About CM Wealth / Our Partners / Neal B. Colby Neal B. Colby Neal B. Colby 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.

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