Elisa Cavalier, JD

Vice President

Elisa Cavalier is a Vice President with Hefren-Tillotson, Inc. She joined the firm in 2007 and provides comprehensive financial planning and investment advisory services for individuals, municipal pension plans, trusts and qualified retirement plans. Elisa provides her clients the highest degree of personalized service and expertise in retirement planning, portfolio management, estate planning, and small business strategies. She holds her Series 7 and 66 securities licenses as well as her license for Life, Accident and Health Insurance.

Elisa is also an attorney and assists clients with estate planning and administration issues.  Prior to joining Hefren-Tillotson, she worked for the National Trust for Historic Preservation in Washington, DC and served as general counsel for Pittsburgh History & Landmarks Foundation and Station Square where she handled all legal matters for the Foundation and managed its multi-million dollar revolving loan fund.  Elisa started her legal career as a corporate attorney for Buchanan Ingersoll.

Elisa graduated Magna Cum Laude from Tufts University and received her Juris Doctor degree from Northeastern University School of Law.  Elisa is a member of the Pennsylvania and Allegheny County Bar Associations and has been admitted to practice before the Supreme Court of Pennsylvania and the U.S. District Court for the Western District of Pennsylvania.

Elisa is committed to community service, and is on the boards of both Landmarks Community Capital Corporation and Holy Family Foundation. She has a keen interest in architecture, historic preservation and community revitalization.  She also enjoys tutoring at-risk boys and girls, and strives to provide them with the emotional and educational skills needed to become productive citizens.

Elisa is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Send Message
Ready to take the first step toward your financial future?
Send Elisa a Message
Elisa is available to help you with your investments and answer your questions.
Send Elisa a Message
Send a Message to
Elisa Cavalier
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?