Giri comes to Beta Wealth Group with many years of experience researching investments . Giri spent the past few years as an Investment Analyst at Calamos Investments ($22 billion in Assets), analyzing and recommending investments within the Consumer Sector primarily in support of the firm’s Growth strategies, and secondarily in support of the firm’s Growth & Income and Convertible strategies. Prior to working at Calamos, Giri worked as an Equity Research Analyst at Credit Suisse Securities, a leading global investment bank, researching and recommending investments within the Business Services sector. Giri also worked as an Equity Research Analyst for Morningstar researching companies within the Technology & Healthcare Services sectors. Giri’s investment thoughts and values are very similar to mine and will be a complement to how I view management of your portfolios.
Giri holds an MBA from the University of Chicago Booth School of Business as well as a Master of Science Degree in Computer Science (yes, that’s correct, Giri's education also includes engineering!) from Kansas State University. Please join us in welcoming Giri to our extended family.