![Prateek Mehrotra](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Prateek Mehrotra
Directeur en chef des Investissements chez
Endowment Wealth Management, Inc.
Profil
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.
Postes actifs de Prateek Mehrotra
| Sociétés | Poste | Début |
|---|---|---|
Endowment Wealth Management, Inc.
 Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management seeks investment opportunities in companies located in the United States with revenue of USD 100 million. The firm focuses on technology, finance and healthcare services. It provides financing for early and later stage capital requirements. It also makes fund and secondary investments. | Directeur en chef des Investissements | 01/02/2013 |
ETF Model Solutions LLC
 ETF Model Solutions LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/02/2013 |
Anciens postes connus de Prateek Mehrotra
| Sociétés | Poste | Fin |
|---|---|---|
Sumnicht & Associates LLC
 Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Directeur en chef des Investissements | 31/01/2013 |
The Trout Museum of Art, Inc.
 The Trout Museum of Art, Inc. The Trout Museum of Art, Inc. is a private company based in Appleton, WI. The company was founded in 1922. | Directeur/Membre du Conseil | 01/01/2012 |
| GTG VENTURES, INC. | Corporate Officer/Principal | 31/12/2001 |
Formation de Prateek Mehrotra
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
GTG Ventures, Inc.
 GTG Ventures, Inc. Electronics/AppliancesConsumer Durables Provides a snapshot of institutional holdings and activity for a particular stock | Consumer Durables |
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indian Institute of Technology Kanpur
 Indian Institute of Technology Kanpur Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management seeks investment opportunities in companies located in the United States with revenue of USD 100 million. The firm focuses on technology, finance and healthcare services. It provides financing for early and later stage capital requirements. It also makes fund and secondary investments. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
The Trout Museum of Art, Inc.
The Trout Museum of Art, Inc. The Trout Museum of Art, Inc. is a private company based in Appleton, WI. The company was founded in 1922. |
