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

Prateek Mehrotra
Chief Investment Officer
Endowment Wealth Management Inc
United States, Wisconsin, Appleton
About Me
Profile Information
Chief Investment Officer
Endowment Wealth Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Appleton
Wisconsin
United States
Jan 31, 2025
More profiles to browse
SM
Samuel Moore
Wealth Advisor
JW
John Weninger
Senior Wealth Advisor
JB
Jamie Brown
Senior Investment Officer
RR
Robert Riedl
CEO, Director of Financial Planning
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners