Puneet Nevatia

Chief Operating Officer

Professional Memberships

Society of Information Management

Designations

Project Management Professional (PMP)

Education

Indian Institute of Technology (IIT) Kharagpur, BA in Technology, Honors
The Ohio State University, Masters of Science

Focus Area

As Chief Operating Officer, Puneet is responsible for the strategy and oversight of the company’s operations, technology, and information security functions. His focus is on operational efficiency, innovation, and technological advancement for the organization.

Experience

Puneet has over 25 years of experience in the financial services industry focusing on technology and operations. Prior to joining Fiduciary Trust, Puneet was CIO and Head of Strategic Planning at Cambridge Trust Company.

Previously, he has held various roles at organizations such as Publicis Sapient, Babson Capital, Wellington Management, and Cambridge Technology Partners. He was awarded and recognized as CIO of the year finalist in 2021 by BostonCIO organization.

Community Involvement

Higher Possibilities Inc, Founder and President

Personal

Puneet lives with his wife and two kids in Walpole, MA. Outside of work he enjoys playing golf, traveling, and spending time with his family.

Professional Memberships

Society of Information Management

Designations

Project Management Professional (PMP)

Education

Indian Institute of Technology (IIT) Kharagpur, BA in Technology, Honors
The Ohio State University, Masters of Science

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