Portfolio Advisor and Research Analyst

Maitri is the founder of MKG Capital Management, an Investment Advisor registered with the State of California Dept. of Business Oversight. On a contracted basis he provides valuable and in-depth research and analysis of investments, investment portfolios and strategies. He also consults on special projects for clients such as debt restructuring plans, business viability issues and other matters requiring a deep understanding and grounding in finance.   

Maitri is a native of Sri Lanka, who immigrated to the United States in 1974 with his family, settling in Minneapolis, MN. He graduated with a B.S. in Accounting from the University of Minnesota in 1986 and began his professional career in (1985) at a local CPA firm and went on to work for the Defense Contract Audit Agency and 3M Corporation St Paul, MN working in financial analysis and audit. 

In 1991 he relocated to the SF Bay Area where he served for 6 years as Director of Asset Management for Whalen & Company (a project management consulting firm in Lafayette, CA specializing in cell tower site development and construction management).

During this time, he was a Sloan Fellow at the Stanford University Graduate School of Business, and earned the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute. At present there are about 132,000 CFA’s in the world, most functioning as portfolio managers, research analysts and Chief Executives of investment management firms. He has also passed the CPA exam (although he is not practicing as a CPA at this time).

In 1999, he founded his own firm, MKG Capital Management where he has served as a trusted advisor to high net worth individuals and corporate executives. He concurrently manages the Concentrated Value Strategy LP, an equities focused investment partnership, (limited to high net worth individuals and families).  He has also served as manager of the Midwestern Capital Fund, another private limited partnership.