Director of Research
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.
Samantha Macchia
Liam Hurley
Mark Coffey
Hannah Fitzpatrick
Roman Korolchuk
Benny Higgenbotham III
Andrew Doepker