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Michael Cavaleri, CFA

Michael Cavaleri, CFA

Investment and Portfolio Manager

Michael Cavaleri, a Chartered Financial Analyst®*,  co-manages the portfolios and allocations utilized at Turner Financial. In addition, he assists clients to discover their financial goals, design their investment strategy, and to stay disciplined through times of prosperity, and uncertainty.

Michael has worked as a senior analyst for a private-equity affiliate of First Trust Portfolios, and as an analyst for Ernst & Young’s Transaction Advisory Services group. He graduated from the University of Denver with a Master in Business Administration degree with a concentration in finance after completing his undergraduate work at Arizona State University. Michael holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority.

In his free time he enjoys spending time with his wife and twin children along with playing ice hockey, golfing and fishing!

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.