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Ketul Trivedi, CFA®
Senior Research Analyst

I am a senior research analyst, providing firm wide research and analysis to include investment strategies and products comprising various asset classes.

PHONE
206.623.6641

EMAIL:
ktrivedi@pacific-portfolio.com

How I Increase Your Value of Time®

I work collaboratively with our research team and investment committee to develop, implement, and manage an investment vision and process to seek better investment outcomes. I perform research and analysis on markets, asset classes, manager strategies and products along with supporting firm analysis of individual equity securities.

My Career Journey

Prior to joining Pacific portfolio, I spent around 3.5 years at D.A. Davidson & Co. as a research analyst, working with the Director of research. My responsibilities included due diligence, selection and ongoing monitoring of the investment vehicles offered through the firm’s platform. My coverage area included Small and Mid-value US equities, IG, and high yield Munis, as well as EM and global equities. Before that, I spent more than 3 years with RBC and CIBC in Canada.

My Academic Base

I am a CFA charterholder with an MBA in Finance from the Kelley School of Business at Indiana University. I also hold a master’s degree in Information Systems and Business Management from the University of Bedfordshire, UK, and a bachelor's degree in Business Administration from S.P. University, India.

What the Value of Time® Means to Me Personally

When I am not working, I like to spend quality time with my family. I also enjoy traveling and playing cricket.

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