Advancing the Field of Finance: Theodore Cavaliere

Theodore Cavaliere, with over a decades’ worth of experience doing financial analysis, marketing and sales, auditing, and other accounting work for large and well-respected firms and corporations, is passionate about continuing his work in the field of finance. Theodore Cavaliere believes that the finance field is going in “exciting new directions because the structure of our economy is changing, and becoming increasingly financialized” and hopes to be a part of a generation of finance professionals who are doing innovative and transformative work in the field as new structures, needs and clientele continue to emerge.

Theodore Cavaliere reflects on his years working for companies such as Coca Cola Enterprises, Philip Morris and Gilman & Ciocia, noting “how much I’ve been able to learn and observe in those positions... really becoming aware of how the ways that business, finance and sales are intertwined is becoming really critical for the shape that our economic future is going to take.” Theodore Cavaliere believes that as financial products and business accounting becomes increasingly complex, the need for literacy on financial issues among non-finance specialists within and outside of the business world is simultaneously going to become more critical. Theodore Cavaliere suggests the need for “a robust focus on finance-related education for business professionals as well as the general public.” Theodore Cavaliere also asks those who work in the field to consider how political climates and government regulations or policies may impact finance work in the future. “These issues are rapidly evolving and very contentious these days... as specialists and as people who are highly educated on these issues, it’s our responsibilities to stay up to date on what’s going on and to think about how it may impact our companies and firms.” Theodore Cavaliere is dedicated to supporting economic growth and financial stability for individuals, companies, and on a broader national level, through providing thoughtful, holistic, and analytical financial services.