Prateek Mehrotra
Directeur en chef des Investissements chez Endowment Wealth Management, Inc.
Postes actifs de Prateek Mehrotra
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Endowment Wealth Management, Inc.
 Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Directeur en chef des Investissements | 01/02/2013 | - |
ETF Model Solutions LLC
 ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Directeur en chef des Investissements | 01/02/2013 | - |
Historique de carrière de Prateek Mehrotra
Anciens postes connus de Prateek Mehrotra
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Sumnicht & Associates LLC
 Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Analyst-Equity | 29/05/2012 | 31/01/2013 |
| Directeur en chef des Investissements | 01/01/2002 | 31/01/2013 | |
| Membre du Comité d'Investissement | 23/08/2010 | 31/01/2013 | |
| Public Communications Contact | 01/01/2002 | 31/01/2013 | |
| Gestionnaire de Portefeuille-Actions | 29/05/2012 | 31/01/2013 | |
| Sales & Marketing | 01/01/2002 | 31/01/2013 | |
| The Trout Museum of Art, Inc. | Directeur/Membre du Conseil | 01/01/2005 | 01/01/2012 |
| GTG VENTURES, INC. | Corporate Officer/Principal | - | 31/12/2001 |
Formation de Prateek Mehrotra
| Lehigh University | Masters Business Admin |
| Indian Institute of Technology Kanpur | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 7 |
| Inde | 2 |
Opérationnelle
| Chief Investment Officer | 3 |
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 3 |
| Consumer Durables | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| GTG VENTURES, INC. | Consumer Durables |
| Entreprise privées | 4 |
|---|---|
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Finance |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Finance |
| The Trout Museum of Art, Inc. |
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