Prateek Mehrotra
Chief Investment Officer bij Endowment Wealth Management, Inc.
Profiel
Mr. Prateek Mehrotra, CFA MBA, is Chief Investment Officer at Sumnicht & Associates LLC.
Prior to joining the firm in 2002, he was a principal with GTG Ventures, Inc. in Palo Alto, California where he was responsible for sourcing and analyzing investment opportunities across various technology sectors.
He also worked overseas with a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities.
Mr. Mehrotra has over 15 years of experience in the financial services industry involved within areas as diverse as sell-side investment banking, leasing portfolio management and buy-side alternative assets investing.
He lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the firm.
In addition to his Bachelor's Degree in Technology from the Indian Institute of Technology, Kanpur, India, Mr. Mehrotra earned an MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh.
He is both a Chartered Financial Analyst, Charter Holder and a Chartered Alternative Investment Analyst.
Actieve functies van Prateek Mehrotra
Bedrijven | Functie | Begin |
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Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Chief Investment Officer | 01-02-2013 |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Chief Investment Officer | 01-02-2013 |
Eerdere bekende functies van Prateek Mehrotra
Bedrijven | Functie | Einde |
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Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Chief Investment Officer | 31-01-2013 |
The Trout Museum of Art, Inc. | Directeur/Bestuurslid | 01-01-2012 |
GTG VENTURES, INC. | Corporate Officer/Principal | 31-12-2001 |
Opleiding van Prateek Mehrotra
Lehigh University | Masters Business Admin |
Indian Institute of Technology Kanpur | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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GTG VENTURES, INC. | Consumer Durables |
Bedrijven in privébezit | 4 |
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Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Finance |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Finance |
The Trout Museum of Art, Inc. |