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Aileen Werklund
Corporate Officer/Principal at
CM Wealth Advisors, Inc. /Private Equity/
Finance
Profile
Prior Employment · Experience: •Relationship Manager - Hawthorn PNC Family Wealth Education · accreditations · credentials: •Baldwin Wallace College: BS Business Administration •Case Western Reserve University: MBA with a focus on Finance and Management •Certified Financial Planner™ (CFP®) •Member of the Estate Planning Council of Cleveland •Member of the Diamond Advisory Group at University Hospitals Expertise: •Financial Planning •Family Financial Education •Insurance Planning •Cash Flow Management •Estate Planning •Banking and Credit Products •Household Audits Community Involvement: •Officer for local private foundation in Northeast Ohio
Aileen Werklund active positions
| Companies | Position | Start |
|---|---|---|
CM Wealth Advisors, Inc. /Private Equity/
 CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors invests in private equity and venture capital funds located in the United States. The firm also makes direct investments. | Finance |
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