Dipen Mehta, AIF® is Vice President of Investment Operations at Prosperity Capital Advisors (PCA) and Valor Capital Management as well as C2P Enterprises. His responsibilities include the successful onboarding of advisors to the PCA and Valor platforms as well as managing the investment process, product offerings, and investment operations of both firms. Dipen provides leadership on cybersecurity, technology selection, and data integrity processes.
With over 20 years of investment and technology experience, Dipen built his own broker-dealer with a joint back office that provided liquidity, proprietary trading, and market-making on exchanges such as the Chicago Board Options Exchange, Chicago Mercantile Exchange, International Securities Exchange, NYSE/ARCA, NASDAQ, and other leading exchanges. He was one of the first persons to trade options electronically.
Dipen has a Master of Science in Financial Mathematics from the University of Chicago as well as three bachelors’ degrees in computer science, economics, and business administration with a concentration in international management. He holds Series 63 and 65 licenses and has a Lean Six Sigma Black Belt.
Dipen lives in Minnesota with his wife and three boys and is involved with his sons’ hockey and soccer teams.
Things you must know about Dipen
- Ran his proprietary, self-owned company for 18 years
- Enjoys scaling businesses and creating value for advisors
- Loves to play basketball
- Has a black belt in Tae Kwon Do
- Volunteers with MyEdge Hockey, a youth sports organization