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 and Merrill Lynch. A native of California, Nancy now lives in Victoria, Minnesota. She enjoys traveling, making jewelry, paddle boarding, and cooking.
Punch & Associates Investment Management, Inc. All Rights Reserved.
You are leaving Punch & Associates’ website, and are being redirected to the Black Diamond Link reporting platform offered to Punch & Associates’ clients. Black Diamond Link allows you to consolidate the components of your personal net worth in a single location.
Punch & Associates is not affiliated with Black Diamond Link, and as such cannot guarantee the accuracy of information presented, the platform’s functionality, or the level of security associated with the Black Diamond Link platform. While Punch & Associates considered the security features of the Black Diamond Link platform before offering it to clients, Punch & Associates assumes no liability related to your use of the Black Diamond Link platform.
By advancing to the Black Diamond Link platform, you acknowledge that you have considered the above disclosure. Please contact your Punch & Associates relationship manager with questions.