A. Anderson

A. Anderson is a Partner at CM Wealth Advisors, a multi-family office headquartered in Beachwood, Ohio (Greater Cleveland area). Founded in 1983 as a single-client family office, CM Wealth has grown into an employee-owned firm of approximately 25 professionals serving over 30 ultra-high net worth families and their foundations. The firm manages more than $2 billion in assets, providing integrated wealth management, private investment, estate planning, tax strategy, and philanthropic services. Anderson operates within this platform to make seed-stage angel investments, leveraging the firm's deep expertise in private markets and alternative asset classes.

Prior to joining CM Wealth Advisors, Anderson reportedly served as a Partner at the O'Neill Foundation (the William J. and Dorothy K. O'Neill Foundation), a Cleveland-based philanthropic organization that has partnered with nonprofits for over 30 years to improve the quality of life for families across the United States. This philanthropic background likely informs Anderson's approach to investing, blending financial returns with impact-oriented considerations. According to available third-party profiles, Anderson holds a Bachelor of Arts from Yale College and an MBA from Harvard Business School.

CM Wealth Advisors is registered with the SEC as an investment adviser and has been investing in private equity, venture capital, and other alternative asset classes for over 25 years through proprietary programs. The firm also operates a co-investment program that directly invests in companies and transactions alongside fund managers, reducing fees and enhancing returns for clients. Anderson's angel investing activity at the seed stage appears to be conducted through or alongside this broader private investment infrastructure.

Anderson's investment activity is focused on seed-stage opportunities, operating from within CM Wealth Advisors' broader private investment platform. The firm's investment philosophy centers on long-term wealth creation across generations, with a particular emphasis on:

The firm's approach favors institutional-quality diligence applied to private market opportunities, with a long time horizon suited to the multi-generational families it serves.

• Seed-stage angel investments in early-stage companies
• Private equity and venture capital through proprietary fund programs (including CMWA Private Equity 2020 and other funds)
• Co-investments alongside established PE and VC fund managers
• Diversified alternative assets beyond traditional public equities and fixed income
• Impact and philanthropic alignment, informed by Anderson's background in foundation work