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Charles H

CFA®, Series 63, Series 66

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Samuel A

Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Duncan E

CFP®

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Beth M

Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Beth Mayfield is a financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 designation and eight years at CIBC Private Wealth following four years at Greenberg Traurig. She also works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers comprehensive wealth advisory and investment services, employing a structured investment process with both proprietary and external strategies, and manages a high asset base per advisor relative to its size.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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Peter F

Series 63, Series 65

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Options & derivatives strategies Private / alternative investments Active portfolio management Wealth management
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