LALAT PATTANAIK
Leveraging two decades of experience in securities and insurance strategies, as well as financial engineering, Lalat Pattanaik guides Apheta LLC as managing partner. Responsible for developing the firm, he engages with current and prospective ultra-high net worth clients who are seeking strategies to preserve their wealth and pass on their legacy.
Pattanaik completed his bachelor’s degree in international economics at the University of Michigan and pursued an MBA in finance at the same institution. His technical experience includes setting up complex insurance structures and pursuing analytics-driven structured finance pathways.
In addition to his work with Apheta, Lalat Pattanaik is cofounder of Tucson, Arizona-based PH Robb Legacy Alliance. The firm engages in developing tailored advanced planning techniques for ultra-high net worth families.