Steve Cavalieri
CFA®, CFP®, CMT®
Associate Advisor
Chief Investment Officer

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Steve joined Summit Financial Strategies in 2021 and serves as Summit’s Director of Research. Prior to joining Summit, he spent 15 years working as a portfolio manager for alternative asset managers in Connecticut and New York. His professional journey began as an Information Technology auditor, where he gained valuable experience working with Ernst & Young, Nationwide Insurance, and a consulting business he founded.

Steve graduated magna cum laude from Indiana University in 2001 with a Bachelor of Science in Business with a concentration in Computer Information Systems. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations, and he is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the CFA Society and the CMT Association, and a former board member of the Columbus CFA Society.

Steve resides in Worthington with his wife Krista and their children – CaraMia, Camilla, and Rocco. In his spare time, he enjoys playing soccer with the family and encouraging his children to eat their vegetables.

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