Nancy Caselli

Chief Compliance Officer

Nancy Caselli lends her experience in the investment industry to Punch & Associates serving as the firm’s Chief Compliance Officer. Her responsibilities include implementing and monitoring the firm’s compliance policies and procedures and managing human resources

Prior to joining Punch, Nancy worked at Bear Stearns & Merrill Lynch. A native of California, Nancy now lives in Victoria, MN.

Years at Punch:

15

Years in the Industry:

34

Personal Interests:
  • Traveling
  • Making Jewelry
  • Paddle boarding
  • Cooking
  • Stained Glass

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