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Mitchell R. Bordelon CFA, CFP®
Director of Business Development  & Portfolio Manager


(504) 885-1135


Prior to joining the Crescent Sterling, Ltd. team, Mitchell worked as a Financial Advisor for Whitney National Bank for four years, where his primary focus was providing his customers with investment advice over multiple asset classes. Mitchell has attained the CFA Institute's Chartered Financial Analyst designation and is a Certified Financial Planner. In addition to being a member of the CFA Institute and the CFA Society of Louisiana, he is also a board member of the CFA Society of Louisiana.


Mitchell is a native New Orleanian, growing up in the River Ridge area and graduating from Holy Cross School.  He attended The University of Southern Mississippi and earned his Bachelor’s Degree in Finance.  He has been an active volunteer with The Louisiana Youth Seminar since 2005.

For an initial consultation of your financial situation

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