Associate, Portfolio Management

Mitch Nelson is an Associate on the Portfolio Management team.  He is responsible for maintaining fund models and performing portfolio-level financial analyses, benchmarking against relevant performance indices, and supporting quarterly valuation processes for fair market value financial reporting.

Prior to joining Penzance, Mitch was an Associate at The Carlyle Group where his primary responsibility was financial modeling, performance tracking, and valuation for multifamily property investments in their real estate funds.  Prior to that, he was an Analyst with the real estate platform at Northwestern Mutual, and spent time in their portfolio management and debt/equity origination groups.

Mitch received his Bachelor’s degree in Finance from Iowa State University and is a Level III Candidate in the CFA Program.