Prateek Mehrotra
Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He also manages relationships with high net worth clients, institutional investors, and money management firms. With over 20 years of experience in the financial services industry, Prateek has gained substantial knowledge in the areas of investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prior to joining EWM, Prateek was involved in helping incubate and launch his previous employer’s ETF model management business.
Prateek Mehrotra Professional Experience / Academic History
Professional Experience
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Chief Investment Officer
Academic History
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Master of Business Administration, Finance
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B. Tech, Mechanical Engineering
Prior to coming to Wisconsin, Prateek 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 at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities.
Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the firm.
Prateek Mehrotra Licenses & Certifications
Chartered Financial Analyst (CFA®), CFA Institute
Chartered Alternative Investment Analyst (CAIA®), CAIA Association
Prateek Mehrotra Licenses & Certifications
Investopedia's Top 100 Advisors
Nation's Top Wealth Managers, Bloomberg Magazine, 2004 - 2005
Fox Cities Chamber of Commerce Small Business of the Year, 2004