Giri's investment career spans several years of researching and recommending investments across multiple asset classes and individual sectors. Prior to joining Beta Wealth Group, Giri spent several years at Calamos Investments, a reputable institutional asset manager, analyzing and recommending investments within the Consumer Sector in support of the firm’s Growth, Growth & Income and Convertible strategies. Prior to Calamos, Giri was an Equity Research Analyst at Credit Suisse Securities, a global investment bank, recommending investments within the Business Services sector to large institutions as part of a highly regarded Institutional Investor ranked team. Prior to that, Giri also worked as a Technology & Healthcare Services Equity Research Analyst for Morningstar. Giri’s investment philosophy, portfolio management approach and values are very similar to mine, and serve as a complement to how I view management of your investment 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 is not a typo, that his past also includes Engineering!) from Kansas State University.