John Paul Michael Cavaliere

Current Employers

Employment History

• 05/2012 → 03/2019
  Sei Investments
  Oaks, PA
• 12/2019 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 12/2019 → Present
  Cornerstone Institutional Investors
  Bethlehem, PA
• 12/2019 → Present
  Cornerstone Advisors Asset Management, Llc.
  Bethlehem, PA
• 12/2019 → Present
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 03/2019 → 09/2019
  Unemployed
  Royersford, PA
• 09/2019 → 10/2019
  Kevin Smith Transportation
  Phoenixville, PA
• 10/2019 → 12/2019
  Greenfire, Inc.
  King Of Prussia, PA

Other Businesses

1) M Holdings Securities, Inc.; 1125 NW Couch Street, Suite 900, Portland, OR 97209; 12/2019; Registered Representative; Consulting; Investment related; 10 hours/month; 10 hours/month during business hours; Wages/salary/tips. 2) Cornerstone Institutional Investors, LLC; 74 West Broad Street, Suite 340, Bethlehem, PA 18018; 12/2019; Senior Investment Consultant; Investment consulting; Investment related; 160 hours/month; 160 hours/month during business hours; Wages/salary/tips. 3) Cornerstone Benefits, Inc.; 74 West Broad Street, Suite 340, Bethlehem, PA 18018; 12/2019; Member; Parent company of Cornerstone Institutional Investors; 0 hours/month; 0 hours/month during business hours; No compensation. 4) Good Samaritan Services; 141 High Street, Phoenixville, PA 19460; 06/19/2020; Board Member; Attend board meetings, help guide the organization financially; Not investment related; 4 hours/month; 0 hours/month during business hours; No compensation. 5) Pi Kappa Alpha Foundation; 8347 West Range Cove, Memphis, TN 38125; 01/01/2021; Investment Committee Member; Attend and participate in quarterly meetings reviewing the foundation's assets; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-17

Other Names

• John Paul Cavaliere