Investment Services Milwaukee

Endowment Wealth Management, Inc.

Investment Services Milwaukee
Test Drive our Wealth Portal & Online Secure Vault

Address
11414 W Park Place.
 
Suite 202
Place
Milwaukee, WI   53224 
Landline
(414) 716-6343
E-Mail
prateek@endowmentwm.com
Twitter
@Save
Facebook
pages/Endowment-Wealth-Management/659946957476250
Website
www.endowmentwm.com

Description

We are an independent private wealth management firm, whose sole mission is to provide wealth sustainability for individuals, families, retirement planning, endowments, foundations and other institutions through the utilization of the Endowment Investment Philosophy. Call a registered investment adviser today! Have a nice day!

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Opening hours

Payment Options

Check , Invoice

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  • Robert L. Riedl

    CPA, CFP®, AWMA®, Director of Wealth Management

    Rob directs the Family Wealth Management services of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Rob assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan. Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Anderson & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at a local SEC-registered investment advisory firm. During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines. Rob received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College for Financial Planning in November of 2005.

    Education:

    Link: Robert L. Riedl

  • Prateek Mehrotra

    MBA, CFA®, CAIA, Chief Investment Officer

    As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms. Prior to joining the Company, Prateek worked at a local SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. 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.

    Education:

    Link: Prateek Mehrotra

  • Heidi Buhler

    Wealth Administrator

    Heidi assists the Director of Wealth Management in opening new accounts, investment transactions and reporting, client files, and customer service. Her accuracy and familiarity with clients’ investment portfolios are key to the success of the Operations team. Heidi has over 15 years of customer service and administrative experience which is extremely beneficial in the communications and exchange of information not only with clients, but also with other professionals such as attorneys and accountants, fund managers, and account custodians.

    Link: Heidi Buhler

Categories

Investment Services, Other Business Services, Private Investigation, Financial Planning, Business Financing
(414)716-6343 (414)-716-6343 +14147166343

Map 11414 W Park Place.

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