John Paul M. “JP” Cavaliere

ChFC®

Senior Consultant

JP has been in the financial services industry for over 15 years, working in a variety of roles with both corporate and individual clients. As a Senior Consultant, his responsibilities include strategic planning and creating customized solutions for sophisticated financial market participants. JP specializes in working with qualified retirement plans, faith-based organizations, and endowments and foundations. Following a prudent investment process, JP strives to ensure that the highest level of fiduciary standards and insulation are met for each client. He leverages his experience and client-centric approach to create sound solutions for highly complex financial situations. JP received a B.S. in Finance and Economics from Drexel University.

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