About

The recipient of degrees in international economics and finance, Lalat Pattanaik draws on an extensive background in premium finance gained with global financial companies and is the founder of two successful consulting firms. He began his career nearly three decades ago as a portfolio analyst and financial planner with IDS American Express before going on to hold roles as a structured equity analyst and project consultant with Northern Trust and Goldman Sachs. During this time, Lalat Pattanaik developed skills related to financial planning, hedging, portfolio enhancement, and other areas.

From 1995 to 2009, Lalat Pattanaik led as the president of IPS Private Advisors, an estate planning and multifamily-office company based in Los Angeles, California. He built on this experience in 2010 when he founded Apheta Business Management in West Hollywood. As a managing partner, he guides the financial consulting firm in catering to high net-worth individuals and families by focusing on complex insurance and structured finance solutions. In 2014, Pattanaik launched a second consultancy, PH Robb Legacy Alliance, in Arizona.

A prominent figure in the field of premium finance, Lalat Pattanaik stays active in the larger industry by designing continuing education courses for tax attorneys and certified public accountants. He also regularly speaks at industry events such as the Annual Meeting of the California Tax Bar and California Tax Policy Conference.