Equitas Capital Advisors Promotes Fossier, Hires Punyani
New Orleans-based Equitas Capital Advisors has named Derek Fossier president and hired Rohit “Ro” Punyani to fill the role of senior wealth advisor.
Previously, Fossier served as an investment management consultant, chief compliance officer and, earlier, investment analyst. As president, he manages vendors, employees and projects to deliver the best quality service for clients. Fossier will continue to serve as chief compliance officer in his new role, overseeing a comprehensive risk management system that he developed. Fossier joined Equitas in 2008 after earning his MBA and BS (in economics) from Tulane University.
Prior to joining Equitas Capital Advisors, Punyani formed and operated a long/short managed futures hedge fund. He also served as chief investment officer of the wealth management group of United Bankshares, where he oversaw approximately $4 billion of assets across multiple classes for high net worth individuals, institutions, nonprofits and pension funds. He earned his MBA from Georgetown University and a Bachelor of Arts degree in economics from Colby College. Punyani’s addition to the team sees Equitas expanding its clientele in the Mid-Atlantic.
Equitas Capital Advisors was engineered to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build and deliver financial solutions for investors. Founded in 2002, the firm is located in downtown New Orleans and serves corporations, endowments, foundations, family offices and high net worth individuals.
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In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.
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Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.
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