David Menke, CFA, CAIA

Vice President

Specialties:

  • Allocation of Purchase Price (ASC 805)
  • Financial Reporting Valuations
  • Portfolio Valuations
  • Stock Option Plans (ASC 718)

Tel. No. (609) 613-4488

800 Township Line Road
Suite 250
Yardley, Pennsylvania 19067

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David Menke, CFA, CAIAMr. Menke is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, and business enterprises for tax and financial reporting. Additionally, Mr. Menke specializes in debt valuations in support of business combinations (ASC 805), incremental borrowing rates (ASC 842), and stock-based compensation (ASC 718, IRC 409A).

Prior to VRC, he held a position at J.P. Morgan Chase & Co, where he provided investment decision analysis for consumer debt products. He also held an internship at Bank of New York Mellon.

Mr. Menke received his dual bachelor degrees in finance and economics from The Pennsylvania State University. In addition, he holds the designations of chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA).

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