Tyler Mahon

Tyler Mahon

Associate Portfolio Manager

Tyler Mahon is an Associate Portfolio Manager at Caldwell Trust Company, where he plays a key role in managing client portfolios by conducting in-depth research, analysis, and providing strategic investment recommendations. Tyler joined Caldwell Trust in October 2024 and has quickly become an integral member of the team, applying his expertise in financial analysis and investment management to help optimize client investments and drive results.

In his previous role as a Financial Analyst Intern at SG Capital Management LLC, Tyler gained invaluable experience conducting company-specific research, performing technical analysis, and making stock buy/short recommendations. His proficiency in analyzing market trends, managing risk, and utilizing data-driven insights enhances his ability to support clients in achieving their financial goals.

Tyler holds a bachelor’s degree in economics from the University of Florida. He was also an active member of the Alpha Tau Omega fraternity, constantly expanding his knowledge in investment management, data analytics, and risk management.

With a passion for financial markets and a dedication to delivering personalized client service, Tyler is committed to helping clients navigate the complexities of wealth management. He is excited to contribute to the continued growth of Caldwell Trust Company, a firm renowned for its personalized approach to safeguarding client assets while maximizing investment returns.