Prateek Mehrotra Email & Phone Number
Chief Investment Officer-Wealth Mgmt-Multi-Family Office and RIA Serving, Endowments, 401k plans, etc. @ Endowment Wealth Management, Inc.- a Multi-Family Office
Prateek Mehrotra's Location
Appleton, WI, US
Prateek Mehrotra's Work
- Chief Investment Officer-Wealth Mgmt-Multi-Family Office and RIA Serving, Endowments, 401k plans, etc. @ Endowment Wealth Management, Inc.- a Multi-Family Office
- Chief Investment Officer-Third-Party ETF Strategist that builds Exchange Traded Fund based Models @ ETF Model Solutions, LLC
- @ Sumnicht & Associates - Multi-Family Office & RIA
- @ Trout Museum of Art
- @ GTG Ventures, Inc.
- @ Rana
Prateek Mehrotra's Education
- Lehigh University
MBA (Finance)
1987 - 1989 - Indian Institute of Technology, Kanpur
B. Tech. (Mechanical Engineering)
1983 - 1987 - Methodist High School
High School Diploma (Math, Physics and Chemisty)
1971 - 1983
Prateek Mehrotra's Skills
- Hedge Funds
- Private Equity
- Portfolio Management
- Equities
- Investments
- Financial Risk
- Venture Capital
- Investment Strategies
- Due Diligence
- Bonds
Prateek Mehrotra's Summary
Prateek Mehrotra, based in Appleton, WI, US, is currently a Chief Investment Officer-Wealth Mgmt-Multi-Family Office and RIA Serving, Endowments, 401k plans, etc. at Endowment Wealth Management, Inc., bringing experience from previous roles at ETF Model Solutions, LLC, Sumnicht & Associates - Multi-Family Office & RIA, Trout Museum of Art and GTG Ventures, Inc.. Prateek Mehrotra holds a 1987 - 1989 MBA in Finance @ Lehigh University. With a robust skill set that includes Hedge Funds, Private Equity, Portfolio Management, Equities, Investments and more, Prateek Mehrotra contributes valuable insights to the industry. Prateek Mehrotra has 6 emails and 1 mobile phone number on RocketReach.
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