Prateek Mehrotra

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

CompaniesPositionStart
Chief Investment Officer 31/01/2013
Chief Investment Officer 31/01/2013
All active positions of Prateek Mehrotra

Former positions of Prateek Mehrotra

CompaniesPositionEnd
Chief Investment Officer 30/01/2013
The Trout Museum of Art, Inc. Director/Board Member 31/12/2011
GTG VENTURES, INC. Corporate Officer/Principal 30/12/2001
See the detail of Prateek Mehrotra's experience

Training of Prateek Mehrotra

Lehigh University Masters Business Admin
Indian Institute of Technology Kanpur Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Prateek Mehrotra's experience

Connections

4

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies1
GTG VENTURES, INC.

Consumer Durables

Private companies4

Finance

Finance

Finance

The Trout Museum of Art, Inc.

See company connections
  1. Stock Market
  2. Insiders
  3. Prateek Mehrotra