John Paul “JP” Cavaliere is a seasoned financial executive, investment strategist, and fiduciary advisor with over 20 years of experience in asset management, portfolio strategy, and financial governance. His expertise spans institutional and individual investment management, where he has successfully guided clients through capital market fluctuations, risk assessments, and long-term financial planning. As a senior consultant at Cornerstone Advisors Asset Management, JP specializes in crafting tailored investment solutions for a diverse range of clients, including endowments, foundations, retirement plans, and faith-based organizations. His deep understanding of portfolio construction, asset allocation, and fiduciary responsibility makes him a trusted advisor and respected leader in the financial industry.
JP’s career has been defined by his ability to bridge the gap between corporate financial priorities and mission-driven organizations. With a robust history in institutional asset management, he has worked with both private and public firms, ensuring that organizations remain financially resilient while maximizing returns. His time at BlackRock, SEI Investments, and Cornerstone Advisors has given him invaluable insight into the complexities of financial planning, governance, and regulatory compliance.
In addition to his professional endeavors, JP is an engaged leader in nonprofit governance, currently serving as a board member and investment committee member for Good Samaritan Services, where he provides financial oversight and strategic investment guidance to support the organization’s mission of poverty alleviation. He is also a foundation investment committee member for Pi Kappa Alpha International Fraternity, contributing his financial expertise to drive long-term sustainability for educational initiatives and philanthropic efforts.
JP’s commitment to financial education and community engagement extends beyond his advisory roles. As the creator and host of the Cornerstone Unplugged! podcast, he connects with nonprofit leaders nationwide, discussing best practices in financial sustainability, investment strategy, and community impact. His ability to translate complex financial concepts into actionable insights has made him a sought-after speaker at industry events and a respected thought leader in investment management.
A graduate of Drexel University with a Bachelor of Science in Finance and Economics, JP has continuously pursued professional excellence, earning the Chartered Financial Consultant (ChFC®) designation. His technical expertise in risk mitigation, fiduciary governance, and wealth management allows him to offer unparalleled financial stewardship to the organizations he serves. His strategic vision and meticulous approach to investment planning ensure that institutions, families, and organizations achieve long-term financial stability and growth.
JP is equally passionate about mentorship and youth development. Since 2012, he has volunteered as a coach for the Spring-Ford Youth Basketball Association, demonstrating his leadership, commitment to community engagement, and dedication to fostering growth both on and off the court. His ability to inspire, educate, and empower those around him reflects his core values of integrity, excellence, and service.
A devoted husband and father, JP resides in Royersford, Pennsylvania, with his wife Amy and their children Luca, Avery, and Bryn. When he’s not advising clients or volunteering, you can find him supporting Philadelphia sports teams or enjoying family time along the Jersey Shore. His strong personal and professional values align seamlessly, driving his mission to enhance financial literacy, create sustainable investment strategies, and empower communities through sound financial planning.
As a collaborative leader, JP believes in the power of teamwork, transparency, and strategic foresight. Whether he’s working with nonprofits, corporations, or individual clients, he maintains a client-first philosophy, ensuring that every investment decision aligns with long-term objectives and fiduciary responsibilities. His ability to navigate financial complexities while maintaining a clear and strategic approach to investment planning has solidified his reputation as a trusted and influential financial leader.
JP’s ability to adapt to evolving financial landscapes while maintaining an unwavering commitment to fiduciary integrity and ethical financial stewardship has made him a highly respected figure in investment management and board governance. His extensive experience, strategic mindset, and ability to cultivate strong relationships make him an invaluable asset to any organization seeking financial sustainability, risk management expertise, and investment oversight.
Character:
JP’s integrity, dedication, and ethical approach to financial leadership ensure that he always prioritizes transparency, trust, and the long-term success of the organizations and individuals he serves. His commitment to mentorship, philanthropy, and fiduciary responsibility demonstrates his unwavering dedication to service, leadership, and excellence.
Knowledge:
With over two decades of experience in investment management, fiduciary governance, and portfolio construction, JP’s expertise is both deep and broad. His ability to analyze market trends, develop investment strategies, and ensure regulatory compliance makes him a valuable advisor and board member.
Strategic:
JP’s proactive approach to investment planning, risk mitigation, and financial strategy allows him to anticipate challenges, optimize asset allocations, and align investment decisions with long-term institutional goals. His experience in corporate and nonprofit financial management enables him to provide practical, mission-driven financial solutions.
Communication:
As a speaker, podcast host, and advisor, JP excels at breaking down complex financial concepts into actionable strategies. His ability to connect with board members, investment committees, and clients ensures that every stakeholder is empowered with the knowledge needed to make informed financial decisions.
