Puneet Sahi, CFA®

Puneet Sahi

Puneet Sahi, CFA®

Co-Chief Investment Officer

Puneet serves as the firm’s Co-Chief Investment Officer. He is lead manager for the firm’s Core Equity and Equity Income strategies and chairs the firm's investment policy committee.

Puneet brings nearly 20 years of investment experience working with high net worth individuals, endowments, foundations and pensions.  Prior to joining Palo Capital he was as a senior investment officer at GenSpring Family Offices and also worked as a portfolio manager at Hutchinson Capital and US Trust.

Puneet graduated with honors with a B.A. in Economics from the University of California, Irvine where he was a member of the men's varsity basketball team.  He earned his M.B.A. in Finance from The Wharton School at the University of Pennsylvania,  He holds the Chartered Financial Analyst designation and is a member of the CFA societies of Orange County and Los Angeles.