Robert Fincher is a financial advisor with CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has worked at CIBC National Trust Company since 2017 and previously held positions at Atlantic Trust Company, N.A. and AllianceBernstein L.P. from 2011 to 2017. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm emphasizes a collaborative investment process involving internal teams and committees, offering customized portfolios that include proprietary strategies, external managers, options hedges, and structured notes.

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.