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Prateek Mehrotra

Chief Investment Officer

Endowment Wealth Management Inc

United States, Wisconsin, Appleton

About Me

As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms. Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. He was involved in helping incubate and launch their ETF model management business in February of 2005

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Profile Information

Chief Investment Officer

Endowment Wealth Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Appleton

Wisconsin

United States

Jan 31, 2025

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