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Prateek Mehrotra

Prateek Mehrotra

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Prateek
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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.

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Prateek Mehrotra Licenses & Certifications


Prateek Mehrotra Licenses & Certifications