Prateek Mehrotra

Prateek Mehrotra

CIO

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.