Tyler Mahon

Tyler Mahon

Associate Portfolio Manager

Tyler Mahon is an Associate Portfolio Manager at Caldwell Trust Company, where he supports portfolio management through in-depth research, analysis, and investment recommendations. Since joining Caldwell Trust in October 2024, Tyler has quickly become an integral team member, drawing on his background in financial analysis and investment management to help deliver strong results for clients.

Prior to this role, Tyler served as a Financial Analyst Intern at SG Capital Management LLC, where he conducted company-specific research, performed technical analysis, and presented stock buy/short recommendations to portfolio managers. His strengths in market trend analysis, risk management, and data-driven decision-making position him as a valuable asset in the financial services industry.

Tyler earned a degree in Economics from the University of Florida. He is actively involved in the Alpha Tau Omega fraternity and continues to develop his expertise in investment management, data analytics, and risk assessment. Passionate about financial markets and committed to client success, Tyler looks forward to advancing his career in portfolio management and contributing to the continued growth of Caldwell Trust Company.