Tyler Berman
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Tyler Berman Email & Phone Number

Chief Financial Officer at Wake Forest Investment Fund
Location: Ridgefield, Connecticut, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Chief Financial Officer
Location
Ridgefield, Connecticut, United States
Company size

Who is Tyler Berman? Overview

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Quick answer

Tyler Berman is listed as Chief Financial Officer at Wake Forest Investment Fund, a company with 13 employees, based in Ridgefield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Tyler Berman.

Tyler Berman previously worked as Incoming 2026 Investment Banking Summer Analyst at Jefferies and Selected Member at Pre-Wall Street Career Track At Wake Forest. Tyler Berman holds Bachelor'S Degree, Finance, General from Wake Forest University.

Company email context

Email format at Wake Forest Investment Fund

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Wake Forest Investment Fund

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Profile bio

About Tyler Berman

I am a sophomore at Wake Forest University intending to major in Finance, with a strong foundation of leadership and problem-solving skills. I am a selected member in the Wake Forest Pre Wall Street Career Track and a senior analyst in the Wake Forest Investing Fund. In the future, I seek a career in investment banking.

Current workplace

Tyler Berman's current company

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Wake Forest Investment Fund
Wake Forest Investment Fund
Chief Financial Officer
Ridgefield, CT, US
6 roles

Tyler Berman work experience

A career timeline built from the work history available for this profile.

Incoming 2026 Investment Banking Summer Analyst

Ridgefield, CT, US

Selected Member

Current
  • Selected in highly competitive process for 35 freshman, for a specialized rigorous curriculum, dedicated faculty with deep industry knowledge and expertise.
  • Receive targeted coursework, mentoring/coaching, and weekly preparation to help students compete and secure high‐value internships and job offers
Dec 2023 - Present

Manager

Current

Fairfield County, Connecticut, United States

  • Facilitate training process for all 10+ employees in preparation for a fast-paced environment
  • Designed company website and Instagram, maintaining monthly media output and increasing traction by over 6K followers, over 1M views, and company revenue by over 120%
  • Fulfill customized orders in high volume shifts, managing over $200,000 of commercial kitchen and food truck equipment
Feb 2019 - Present

Analyst, Wake Forest Investment Fund

Current
  • Selected following a competitive application process (<15% acceptance rate)
  • Engage in weekly classes focused on financial principles to manage a diversified portfolio of investment securities and build extensive technical knowledge and leadership skills
  • Collaborate in quarterly stock pitches for the fund’s portfolio, performing analytical research, creating financial models, and presenting to alumni, industry professionals, and fund executives
Oct 2023 - Present

Founding School-Ambassador

  • Collaborated weekly with the CEO, VP of Strategy, and Director of Product at Saturn Technologies, and improved user experience through one-on-one strategy calls
  • Formed a six-member team of students for a school-scheduling app, strategizing and delegating tasks that led to an increase in student engagement and drove growth from 50 to over 1500 users
Feb 2020 - May 2023
2 education records

Tyler Berman education

Bachelor'S Degree, Finance, General

Activities and Societies: Pre-Wall Street Career Track (Selected Member), Dow Jones Club (Member), Wake Forest Investment Fund (Selected.

Education record

Activities and Societies: Track (Athlete), Youth Against Cancer Society (Member), Investment Club (Member), National Honors Society (Member)

FAQ

Frequently asked questions about Tyler Berman

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What company does Tyler Berman work for?

Tyler Berman works for Wake Forest Investment Fund.

What is Tyler Berman's role at Wake Forest Investment Fund?

Tyler Berman is listed as Chief Financial Officer at Wake Forest Investment Fund.

Where is Tyler Berman based?

Tyler Berman is based in Ridgefield, Connecticut, United States while working with Wake Forest Investment Fund.

What companies has Tyler Berman worked for?

Tyler Berman has worked for Wake Forest Investment Fund, Jefferies, Pre-Wall Street Career Track At Wake Forest, Waffle Cabin Ct, and Wake Forest University School Of Business.

How can I contact Tyler Berman?

You can use AeroLeads to view verified contact signals for Tyler Berman at Wake Forest Investment Fund, including work email, phone, and LinkedIn data when available.

What schools did Tyler Berman attend?

Tyler Berman holds Bachelor'S Degree, Finance, General from Wake Forest University.

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