Nancy Caselli

Chief Compliance Officer

Years at Punch:


Years in the Industry:


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

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.