Leena (Shah) Punjabi, Cfa
About Leena (Shah) Punjabi, Cfa
Leena (Shah) Punjabi, CFA, serves as the Senior Vice President and Co-Chief Investment Officer at F&G, where she has worked since 2021. With over 14 years of experience in institutional investment, she has held various roles at Mercer and has expertise in portfolio structuring and investment strategy.
Current Role at F&G
Leena Punjabi currently serves as Senior Vice President and Co-Chief Investment Officer at F&G. She has held this position since 2021, contributing to the company's investment strategies and portfolio management. Her role involves overseeing investment operations and collaborating with various teams to enhance the firm's asset management capabilities. Punjabi's experience in institutional investment functions supports her leadership in establishing governance structures and setting asset allocation strategies.
Previous Experience at F&G
Prior to her current role, Leena Punjabi worked at F&G as Vice President of Asset Management from 2019 to 2021. During her tenure, she focused on enhancing the investment management processes and strategies within the organization. Her experience in this position laid the groundwork for her subsequent promotion to Co-Chief Investment Officer.
Professional Background at Mercer
Leena Punjabi has an extensive background at Mercer, where she worked for a total of 13 years in various capacities. She began as an Associate from 2006 to 2010 and progressed to Senior Associate, Principal, and ultimately Senior Principal by 2019. Throughout her time at Mercer, she provided investment advice to insurance companies and corporate pension plans, focusing on portfolio structuring and tactical investment opportunities.
Educational Qualifications
Leena Punjabi holds an MBA in Marketing from Jamnalal Bajaj Institute of Management Studies, which she completed from 2002 to 2004. Additionally, she earned a Master of Science in Accounting from the Zicklin School of Business at City University of New York, where she studied from 2005 to 2006. Her educational background supports her expertise in investment management and financial analysis.
CFA Designation and Expertise
Leena Punjabi is a Chartered Financial Analyst (CFA), a designation that reflects her proficiency in investment analysis and portfolio management. With 14 years of experience in institutional investment functions, she specializes in identifying tactical investment opportunities and building consensus among stakeholders to facilitate decision-making. Her expertise extends to managing and mentoring teams within the investment sector.