Prateek Mehrotra
Chief Investment Officer bij Endowment Wealth Management, Inc.
Actieve functies van Prateek Mehrotra
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
Loopbaan van Prateek Mehrotra
Eerdere bekende functies van Prateek Mehrotra
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Analyst-Equity | 29-05-2012 | 31-01-2013 |
| Chief Investment Officer | 01-01-2002 | 31-01-2013 | |
| Lid van de Investeringscommissie | 23-08-2010 | 31-01-2013 | |
| Public Communications Contact | 01-01-2002 | 31-01-2013 | |
| Portefeuillebeheerder-Aandelen | 29-05-2012 | 31-01-2013 | |
| Verkoop & Marketing | 01-01-2002 | 31-01-2013 | |
| The Trout Museum of Art, Inc. | Directeur/Bestuurslid | 01-01-2005 | 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 |
Statistieken
Internationaal
| Verenigde Staten | 7 |
| India | 2 |
Operationeel
| Chief Investment Officer | 3 |
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 3 |
| Consumer Durables | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| GTG VENTURES, INC. | Consumer Durables |
| Bedrijven in privébezit | 4 |
|---|---|
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. |
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