Jeff Berman Email & Phone Number
Co-Founder @ Trifecta Capital
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Jeff Berman Location
- Chicago, IL, US
Jeff Berman Work
- Co-Founder @ (January 2022 - Present)
- Senior Portfolio Manager @ (October 2010 - January 2022)
- Portfolio Manager @ (March 1999 - October 2010)
Jeff Berman Education
- Lake Forest Graduate School of Management
Master of Business Administration
2003-2005 - DePaul University
Bachelor of Science (Finance)
1996-1998
Jeff Berman Skills
- Asset Allocation
- Asset Management
- Investment Management
- Portfolio Management
- Wealth Management
Jeff Berman Summary
- Jeff Berman, based in Chicago, IL, US, is currently a Co-Founder at Trifecta Capital Advisors. Jeff Berman brings experience from previous roles at Bmo Harris Bank and u.s. Trust. Jeff Berman holds a 2003 - 2005 Master of Business Administration @ Lake Forest Graduate School of Management. With a robust skill set that includes Asset Allocation, Asset Management, Investment Management, Portfolio Management, Wealth Management and more. Jeff Berman has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Trifecta Capital Employees
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Co-Founder and Managing Partner
Mumbai, MH, IN
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Partner
Gurugram, HR, IN
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Matt Emerman
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Hemangi Desai
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Saurabh Singh
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Delhi, India
Deepak Mohan
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Sahil Aggarwal
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Gurugram, HR, IN
Ayush Gupta
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Abhijit Joshi
Director - Venture Debt
Bengaluru, KA, IN
Jasjit Mangat
Senior Advisor
New Delhi, DL, IN
Ajay Kumar
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Delhi, DL, IN
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Aditya Singh
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Nevil Kathiria
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Sahil Kukreja
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