Shane Newell, CFA, CAIA

Senior Vice President

Specialty:

  • Portfolio Valuations

Tel. No. (609) 243-7002

Fax No. (609) 883-7651

800 Township Line Road
Suite 250
Yardley, Pennsylvania 19067

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Shane Newell, CFA, CAIAShane Newell is a part of the portfolio valuation group and specializes in valuations of complex securities, including privately-held debt, private equity, CLO debt and equity, other structured products and business enterprises for tax and financial reporting purposes.

Prior to joining VRC, Mr. Newell held the position of assistant vice president and portfolio manager at Merrill Lynch & Co Wealth Management. In this capacity, he managed investment portfolios for high net worth individuals, institutions, family offices and endowments.

Mr. Newell holds the designations of both chartered financial analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). In addition, he earned a bachelor’s degree in finance and general business/management from The University of Maryland Smith School of Business in College Park, Maryland.

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