Endowment Wealth Management
Prateek Mehrotra, MBA, CFA, CAIA, has more than 20 years of experience with alternative investment strategies for institutional and individual investors.
He serves as the chief investment officer of Endowment Wealth Management in Appleton, Wisconsin. Previously he was CIO of Sumnicht & Associates.
Why Endowment Funds Like Yale’s Are Doing Just Fine
By Prateek Mehrotra | July 31, 2014
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In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
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Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.