Cmh Wealth Management, Llc
CMH Wealth Management, LLC is dedicated to protecting and enhancing our client’s financial future. We are a team of investment advisors who serve as fiduciaries, putting your interests first. CMH Wealth was founded in 2009 by a group of private bank and investment management veterans. This background is reflected in our emphasis on the value of customized investment management, comprehensive financial advice, and an elevated service standard. Clients often come to us when they are navigating a period of transition. That can include the transition of a business, approaching retirement, changing jobs, or one of the many events that can impact a family. We welcome the opportunity to partner with you, developing a financial plan to navigate the next steps of your journey. Disclosures: https://cmhwealth.com/wp-content/uploads/2024/08/CMH-Website-Disclosures.pdf
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- BC
Brian Carolan
Principal · Finance & Accounting
EmailPhone - DB
Debra Brown
Director of Operations · Operations
EmailPhone - NH
Nikki Hill
Operations · Operations
EmailPhone - KH
Kristen Hanley
Managing Director, Portfolio Manager and Chief Compliance Officer · Other
EmailPhone - BA
Ben Antes
Portfolio Management Associate · Finance & Accounting
EmailPhone - JP
John P. Fredette
Co-chief Investment Officer · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Cmh Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 1co-chief investment officer
- 1director of operations
- 1managing director, portfolio manager and chief compliance officer
- 1operations
- 1portfolio management associate
- 1principal
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