Steve Cavalieri
Staff Financial Advisor
Director of Research

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 has since earned several designations, including Chartered Financial Analyst® and Chartered Market Technician®, as well as his CERTIFIED FINANCIAL PLANNER™ certification. 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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