Steve Cavalieri
CFA®, CMT®
Staff Financial Advisor
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Prior to working at Summit, Steve Cavalieri earned the designations of Chartered Financial Analyst® and Chartered Market Technician®. He spent the 15 years prior to Summit working as a portfolio manager for alternative asset managers based in Connecticut and New York. Before starting in investment management, Steve began his career as an Information Technology auditor, spending time with Ernst & Young, Nationwide Insurance, and a consulting business he founded. Steve graduated magna cum laude from Indiana University in 2001. There he earned a Bachelor of Science degree with a concentration in Computer Information Systems. Steve is a member of the CFA Society and the CMT Association, as well as 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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