Ketull Trivedi, CFA®

Ketull Trivedi, CFA®

Ketull Trivedi joined Waverly Advisors in September 2025 following Waverly Advisors, LLC’s acquisition of Pacific Portfolio Consulting. As a Senior Investment Analyst, Ketull leverages extensive experience in equity research and manager due diligence to identify compelling investment opportunities. His expertise is rooted in deep fundamental analysis and sophisticated valuation methods across diverse industries. Ketull’s specialization spans the technology and communications sectors, with a focus on AI infrastructure, semiconductors, software, cybersecurity, networking, cloud computing, and interactive media and services. He is dedicated to providing insightful, data-driven analysis that supports informed portfolio decisions and drives long-term value creation.

Outside of work, Ketull values quality time with his wife and twins. He also enjoys playing cricket, exploring new books, and traveling.

Education

  • MBA, Finance — Kelley School of Business, Indiana University, Bloomington
  • M.Sc., Information Systems & Management — University of Bedfordshire, U.K.
  • BBA, Business Administration — S.P. University, India

Professional Affiliations

  • Member, Chartered Financial Analyst Society of Seattle

Ask Me About:

    • Equity Research
    • The game of cricket
    • Insights from living in multiple countries
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