EXPERIENCE

Hitali Kothari brings investment analysis and portfolio management experience spanning private markets, real estate, and public equities. Throughout her academic and professional journey, she has demonstrated strong analytical capabilities and a commitment to value creation through data-driven decision making. Hitali has managed investment portfolios totaling over $60,000, including achieving 9% growth as co-founder of the Beloit Investment Academy.

Previously, she served as a Research Analyst Intern at Joindre Portfolio Management in Mumbai, where she conducted investment research in infrastructure and industrial sectors. She completed the Kayne Anderson Real Estate Debt Fellowship, focusing on alternative investments and private equity strategies. Earlier in her career, she gained operational experience as a Financial Assistant at Beloit College, managing a $50,000 budget and streamlining financial operations. Hitali is pursuing a Bachelor of Arts in Quantitative Economics with a Finance minor at Beloit College, maintaining a 3.87 GPA. She holds the FINRA Security Industry Essentials (SIE) certification and completed the UniFi CAIA Fundamentals of Alternative Investments program.