Len Berman

Len Berman is a Partner and Portfolio Manager at First Manhattan in New York, where he leads wealth planning and investment management for high net worth individuals, families, professional partnerships, business owners, and charitable trusts. With over two decades of industry experience, he plays a key role in shaping the firm’s portfolio oversight and investment strategy, bringing rigorous analytical skills to client portfolio construction and asset allocation.

Berman’s career includes prior roles as a Research Analyst at Eton Park Capital Management and Senior Vice President at Lehman Brothers’ Principal Investing Group, where he gained broad experience in fundamental equity research and principal investments. At First Manhattan, his investment focus spans equities and fixed income, with particular emphasis on value investing and client-centered portfolio solutions, though public disclosures do not cite narrower sector specializations.

He holds an MBA in Finance and Value Investing and a JD from Columbia University, as well as an AB in Politics from Princeton University, reflecting deep expertise in both finance and law. Berman is also active in charitable and community leadership, serving on the Board of Directors of University Settlement and previously as a longstanding board member and officer at Princeton Hillel.