Tyler Berry, IV

Tyler Berry, AIF, CTFA

Managing Director, Investments

Focus

  • Portfolio construction, implementation and monitoring
  • Real estate development & investment and private equity

Experience

  • B. Riley Wealth Management since 2015
  • 26 years in industry
  • Accredited Investment Fiduciary® (AIF®) 
  • Certified Trust and Fiduciary Advisor (CTFA)

Education

  • University of Alabama

Biography

Tyler Berry, IV has over two decades of financial experience. His passion for the stock market as a young boy led him to a career in financial services. After dealing with the financial repercussions of losing loved ones, he developed a strong personal calling for helping others prepare for and deal with similar life circumstances. In addition to his core competency in wealth management and investment planning, he has extensive experience in non-profit board work and family office operations. The Berry Peña Wealth Management team advises high-net-worth individuals and multi-generational families on investments, protection and transfer of wealth, with a particular focus on integrated planning between all aspects of the clients professional network.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.