Lalat Pattanaik

An established leader in the field of premium financed insurance, Lalat Pattanaik has spent nearly 30 years as a consultant, financial engineer, analyst, and entrepreneur. Since 2010, he has guided Apheta Business Management, a Los Angeles-area consulting firm that provides insurance-based programs and structured finance solutions to professional athletes, celebrities, physicians, and high net-worth families. Lalat Pattanaik and his team are a go-to resource for institutional partners like major law firms, pension administration firms, banks & trust companies.

Lalat Pattanaik concurrently guides PH Robb Legacy Alliance, a consulting company he co-founded in Arizona in 2014. Catering to an international clientele consisting of institutional clients, family businesses, family offices, and senior executives, PH Robb’s network of certified financial planners, consultants, and trust and estate attorneys develop customer-centric wealth-management and planning strategies with a focus on interdisciplinary and collaborative approaches to wealth management and holistic estate planning.

Lalat Pattanaik supplements these roles with membership on the board of directors for RN India, a healthcare firm that provides staffing solutions for nursing departments across the world. In these leadership positions, he draws on degrees in international economics and finance, as well as early-career experience gained with companies such as IDS American Express, Goldman Sachs, and Northern Trust.