James W. Wert is an Executive Officer of CMWA Foreign Developed Partnership. Organization, location and related investors we track.
James W. Wert is an Executive Officer of CMWA Foreign Developed Partnership, a Beachwood-based family office/private fund managed by CM Wealth Advisors LLC. CM Wealth describes him as Advisory Board Chair and Senior Client Advisor, with prior senior investment and finance leadership at KeyCorp, and its materials place him on the firm’s Investment Committee. The fund is described as a foreign-developed/global strategy, and PitchBook says it “prefers to invest globally,” while private-fund listings identify it as a family office vehicle. Public filings and fund listings support the existence of the vehicle but do not disclose a detailed stage focus, sector mandate, or lead/follow posture. Available fund data also does not disclose a specific typical check size beyond a reported minimum investment of $100,000. Named portfolio exposure that can be verified from public sources includes Park-Ohio Holdings Corp. and Crawford United Corp., both tied to Wert through CM Wealth-related filings and profiles. CM Wealth materials emphasize public and private investments, financial markets analysis, and portfolio diversification, but no clear public writing by Wert on the fund’s own thesis surfac
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