Michael R. Cavaliere III, ChFC®

Experience

• 

  Morgan Stanley

  Jan 2001 - Jan 2008

  Director, Annuity & Insurance Sales

  Director, Annuity & Insurance Sales: 2004-2008 Financial Advisor: 2002-2004Various paid internship programs 2001-2002

• 

  ING

  Jan 2008 - Jan 2009

  RVP, External Annuity Wholesaler

  Wholesaled annuity platform supporting Wires & Regional firms in New York- (Position eliminated because annuity channel closed)

• 

  JP Morgan Chase

  May 2009 - Jan 2010

  Vice President, Investments
• 

  AllianceBernstein

  Feb 2010 - May 2013

  Regional Consultant Wholesaler (Hybrid)- Investment Sales

  Hybrid Wholesaler supporting all distribution channels & RIA Channel Team Lead

• 

  Cohen & Steers

  May 2013 - Aug 2014

  Vice President, Head of Internal Investment Sales

  Led, managed & motivated the Broker Dealer & RIA channel internal & hybrid wholesalers.

• 

  Alternative Investment Sponsor

  Sept 2014 - Nov 2017

  Vice President, External Wholesaler

  External wholesaler covering metro markets in the Northeast and Southeast for alternative investment sponsor supporting Independent Broker Dealers & RIAs

• 

  Morgan Stanley

  Nov 2017 - now

  © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMichael Cavaliere may only transact business in states where he is registered or excluded or exempted from registration. https://brokercheck.finra.org/individual/summary/4557386 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Michael Cavaliere is not registered or excluded or exempt from registration. Show less

  • Senior Vice President, Associate Market Manager

    Nov 2021 - now

  • First Vice President, Complex Business Development Manager

    Nov 2017 - Nov 2021