Gary Isakov in

Gary Isakov

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Senior Client Advisor at CM Wealth Advisors
📍 Greater Cleveland, United States

Gary Isakov is a Senior Client Advisor and Partner at CM Wealth Advisors, leveraging decades of experience from leadership roles, including managing partner at BDOs Cleveland office. He specializes in providing accounting, financial consulting, and tax services to a diverse range of industries. People who have worked with him describe him as professional, knowledgeable, and a pleasure to work with.

Deeply committed to his community, Gary serves on the boards of the Hospice of the Western Reserve, the Jewish Federation of Cleveland, and the Sisters of Charity Health System. Outside of his professional and civic duties, he enjoys staying active through pursuits like pickleball and cycling.

Gary previously co-led the US-Canada and US-Israel Desks for BDO USA, showcasing his experience in international business relations.

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Experience
41 Years
Current Role
Senior Client Advisor
Location
Greater Cleveland, United States
Personality Overview

How Gary shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gary cares about

Community Service
He is highly active in civic leadership, holding board positions at the Hospice of the Western Reserve, the Jewish Federation of Cleveland, and the Sisters of Charity Health System.
Family Office Wealth
As a Senior Client Advisor at a multi-family office, he helps families navigate complex financial decisions, focusing on stewardship and long-term objectives.
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Career

Work history

3-2024
Senior Client Advisor
CM Wealth Advisors
1-2015 - 10-2023
Partner
BDO USA
1-1993 - 12-2014
Managing Director, Cleveland
SS&G
1-1984 - 12-1992
Audit Manager
Ernst & Young
In the press

Media appearances

Gary G. Isakov — CM Wealth | Your Family Office | Wealth Management, Private Investment, Exit Planning. Featured in CM Wealth Advisors (official website)
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Education
Bachelor Of Commerce
University of the Witwatersrand
Honours Degree
University of South Africa/Universiteit van Suid-Afrika
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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