Punit Shetty

Senior Vice President
Chief Technology Officer, Managing Director of IT & Operations

Role at Appleton
Punit is the Managing Director of IT and Operations, as well as the CTO for Appleton. He oversees  Investment Operations, Application Development, Data Automation and Process, and the firm’s IT-Infrastructure & Data Base Management. Punit works in conjunction with senior management to identify organizational needs, enhance and develop technology solutions within each of the business lines across the firm  He is a member of Appleton’s Risk, Operations, and IT committees.

Professional Experience
Punit was previously with Eaton Vance Management, where he served as Assistant Vice President and Team Lead developing investment management solutions. Prior to that, he spent over seven years as lead business system analyst at State Street, Ameriprise Financial, Manulife and Wellington Management.

Education
M.B.A., Johnson & Wales University

B.C., Mumbai University

Personal Notes
Punit lives in South Shore and, during his leisure hours, takes pleasure in reading books, indulging in music, and cherishing moments with his family.

 

 

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.

T: 617 – 338 – 0700 x 727