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
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