Michael Cavaleri, a Chartered Financial Analyst®, is an associate with R.J. Maw Consulting. Michael co-manages the portfolios and allocations utilized at R.J. Maw Consulting. In addition, he assists clients to discover their financial goals, design their investment strategy, and to stay disciplined through times of prosperity, and uncertainty.
Prior to joining R.J. Maw Consulting, Michael 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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Check out Michael’s background further on FINRA’s BrokerCheck tool.