KINDLY SPONSORED BY

CIBC Private Wealth, US is proud to sponsor the 2024 STEP Miami Summit. Our team is dedicated to empowering individuals and families with personalized wealth management solutions that meet their unique financial goals. With a deep understanding of diverse market needs, we offer personalized strategies in investment management, estate planning, private banking* and family office services. We also recognize the crucial role that trust and estate planners play in promoting financial security, and are committed to collaboration and thought leadership within the industry.

Together, we can inspire innovation and drive positive change, helping families and communities build a brighter financial future. *Banking products provided by CIBC Bank USA.

Rogelio Duran

Senior Vice President | CIBC Private Wealth | CIBC National Trust Company | CIBC Private Wealth Advisors, Inc.

525 Okeechobee Blvd., Suite 1630, West Palm Beach, FL 33401 

Office: 561-461-5160

rogelio.duran@cibc.com