Robert Mitchell, CFA, CAIA

Senior Vice President

Specialty:

  • Portfolio Valuations

Tel. No. (609) 613-4474

800 Township Line Road
Suite 250
Yardley, Pennsylvania 19067

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Mr. Mitchell specializes in valuations of privately-held illiquid securities along the entire capital structure including senior and subordinated debt securities as well as various equity structures.

Prior to VRC, Robert Mitchell worked in investment research and trading at Prestige Wealth Management Group where he was a member of the investment committee and responsible for trading across all client portfolios.

He earned his bachelor’s degree from Saint Joseph’s University. In addition, he holds the designations of chartered financial analyst (CFA) and Chartered Alternative Investment Analyst (CAIA.