Zack Neward

, CFA, CFP®

Senior Vice President

Zack is a business development officer at CIBC Private Wealth in Tampa, with over 20 years of industry experience. In this role, Zack is responsible for creating a team with a deep bench of highly skilled financial professionals around high-net-worth families, foundations and endowments to achieve both specific goals and general mandates. 

Prior to joining the firm, Zack served as vice president and advisor at Bernstein Private Wealth in Tampa.  Like today, he managed wealth and liquidity events for families and institutions with empathy, care, and professionalism.  During his time there he helped launch multiple new programs, lines of business, and tech initiatives for the firm with the end goal always being a better solution for the clients he served.  This passion for the perfect client experience has come with him to his new home at CIBC.   

Previously, Zack was a private banker at Wells Fargo serving the local business community in San Francisco.  He helped pilot and start numerous programs for the bank until his departure for Bernstein.

Zack earned a Bachelor of Science degree in business with departmental honors from the finance program at Saint Mary’s College of California.  In addition, Zack has held the CFP® designation since 2010 and earned his CFA charter in 2012.