Prateek Mehrotra

Chief Investment Officer at

Endowment Wealth Management, Inc.

Finance

Consumer Services

Consumer Durables

Profile

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.

Prateek Mehrotra active positions

Companies	Position	Start
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.	Chief Investment Officer	2013-01-31
ETF Model Solutions LLC ETF Model Solutions LLC Investment ManagersFinance Provides investment advice	Chief Investment Officer	2013-01-31

All active positions of Prateek Mehrotra

Former positions of Prateek Mehrotra

Companies	Position	End
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.	Chief Investment Officer	2013-01-30
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.	Director/Board Member	2011-12-31
GTG VENTURES, INC.	Corporate Officer/Principal	2001-12-30

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Linked companies

Private companies	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.