Anthony Cavataio
Director, Investment Advisory Solutions | Driving Advisor Growth Through Scalable FinTech, Trading & WealthTech Solutions
- Role
- Director, Investment Advisory Platform at Cetera Financial Group
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Anthony Cavataio
As Director within the Investment Advisory Solutions team, I lead the evolution of a centralized investment advisory platform designed to support trading, portfolio construction, and account lifecycle workflows—focused on improving advisor efficiency and satisfaction at scale.
Experience
Director, Investment Advisory Platform
Aug 2024 — Present · Atlanta, GA, US
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Science, Finance
1998 — 2000
Skills
- Series 24
- Mutual Funds
- Financial Services
- Finance
- Financial Planning
- Series 63
- Securities
- Series 7
- Leadership
- Investments
- Wealth Management
- Retirement Planning
- Finra
- Uniform Combined State Law
- Series 65
- Asset Management
- Management
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