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Barkha Punjabi, CFA

Barkha has over a decade of experience in the financial services industry, and is currently a portfolio manager for the Wells Fargo Asset Management LT Equity team. Barkha has an M.B.A. in Finance from the University of Iowa, and holds the Chartered Financial Analyst (CFA) designation. She is an active volunteer for the CFA Society of San Francisco’s program committee where she identifies and creates relevant content for the professional development of Chartered Financial Analysts and other industry professionals. Barkha is passionate about youth financial literacy and began teaching personal finance classes for BAFEF in 2021.

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Nancy Pyzel, EA, MBA