Steve Cavalieri Email & Phone Number
Partner and Financial Advisor and Chief Investment Officer @ Summit Financial Strategies, Inc.
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Steve Cavalieri Location
- Columbus, OH, US
Steve Cavalieri Work
- Partner and Financial Advisor and Chief Investment Officer @ (January 2025 - Present)
- Chief Investment Officer and Associate Advisor @ (January 2024 - January 2025)
- Director of Research and Staff Financial Advisor @ (July 2022 - January 2024)
- Staff Financial Advisor @ (October 2021 - July 2022)
- Chief Investment Officer @ (June 2021 - September 2021)
- Portfolio Manager @ Mariner Investment Group (December 2013 - January 2021)
- Vice President of Trading @ Rockwood Investment Management (April 2007 - December 2013)
- Managing Director @ Ohio IT Solutions (August 2004 - April 2007)
- IT Audit Specialist @ (April 2004 - November 2004)
- IT Audit Senior @ (August 2001 - April 2004)
Steve Cavalieri Education
- Indiana University - Kelley School of Business
BS (Computer Information Systems, Business)
1997-2001
Steve Cavalieri Summary
- Steve Cavalieri, based in Columbus, OH, US, is currently a Partner and Financial Advisor and Chief Investment Officer at Summit Financial Strategies, Inc.. Steve Cavalieri brings experience from previous roles at Summit Financial Strategies, Inc. and Delta Capital Management, Inc. Steve Cavalieri holds a 1997 - 2001 BS in Computer Information Systems, Business @ Indiana University - Kelley School of Business. Steve Cavalieri has 5 emails and 1 mobile phone numbers on RocketReach.
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