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
- 2025 -now Partner and Financial Advisor and Chief Investment Officer @
- 2024 -2025 Chief Investment Officer and Associate Advisor @
- 2022 -2024 Director of Research and Staff Financial Advisor @
- 2021 -2022 Staff Financial Advisor @
- 2021 -2021 Chief Investment Officer @
- 2013 -2021 Portfolio Manager @ Mariner Investment Group
- 2007 -2013 Vice President of Trading @ Rockwood Investment Management
- 2004 -2007 Managing Director @ Ohio IT Solutions
- 2004 -2004 IT Audit Specialist @
- 2001 -2004 IT Audit Senior @
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 3 emails and 1 mobile phone numbers on RocketReach.
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