As Chief Investment Officer, Prateek is responsible for researching, analyzing, building, managing, reporting and rebalancing all our ETF based models and the Endowment Index®. He also manages relationships with various ETF vendors and advisors.
Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors. In 2018, Prateek was named as one of Investopedia’s Top 100 Advisors.
Prior to coming to Wisconsin, Prateek 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 at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.
He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA®) Charter Holder and a Chartered Alternative Investment Analyst (CAIA®). The CAIA® program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA® Charter Holder in Wisconsin.
In 2018 Prateek was named to the Investopedia Top 100 Financial Advisors list. This award celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz .