Robert Fincher is a financial advisor at CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 65, Series 63, and Series 66 licenses with 16 years of industry experience. He has been with CIBC National Trust Company since 2017 and previously worked at Atlantic Trust Company, N.A. for one year. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a governance structure involving internal investment teams and committees to create customized portfolio solutions, combining proprietary products and external managers, and offers services including financial, estate, and philanthropic planning as well as specialized family office solutions.

Zachary Neward is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc., having joined from Sanford C. Bernstein where he worked for 17 years. Based in Tampa, FL, Neward brings extensive experience from his prior roles in large wealth management firms. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process integrates internal teams, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, including options and structured notes.