Our Team

Investment Team

Howard Punch
President & Chief Investment Officer

Howard directs all research and investment initiatives at Punch & Associates. Starting his career in the early 80’s at Merrill Lynch in NYC and then as a retail guy in Minneapolis, it was normal practice to call clients with one stock at a time, state the case for owning it and hope for the best.

READ FULL BIO

John Carraux, CFA
Managing Partner & Portfolio Manager

John is intimately involved in all aspects of the research and investment process at Punch & Associates, and works closely with Howard, Paul, Rob, Bob and Steve to manage our investment strategies on a daily basis.

READ FULL BIO

Paul Dwyer, CFA
Senior Research Analyst

Paul has been investing in and working for public companies for over 10 years.  Immediately prior to joining Punch & Associates, Paul worked as a research analyst with another buy-side investment firm in town.

READ FULL BIO

Rob Bennett, MBA
Research Analyst

Rob joined the Punch & Associates family in April 2015. He is a research analyst and works alongside the portfolio management team on the trading desk. Rob’s quiet wisdom and easygoing personality make him a natural fit for our group.

READ FULL BIO

Bob Lynch
Head Trader

Bob began as an intern in September of 2011 while still in school at the University of St. Thomas. He joined full-time after graduating with a B.A. in Financial Management in May of 2012.

READ FULL BIO

Steve Geier
Research Associate

Steve Geier joined the team in 2014 after graduating from the University of St. Thomas in St. Paul, MN with a B.A. in Financial Management.

READ FULL BIO

Client Service Team

Andy Matysik
Managing Partner

Andy wears several hats at Punch & Associates. As “the face” of the firm, Andy enjoys engaging with clients and focusing on relationships. He is intently focused on the client’s overall experience. Andy remarks, “Earning someone’s trust is one of life’s most rewarding pleasures.”

READ FULL BIO

Jessica Johnson
Managing Partner

Jessica is involved in all aspects of our clients’ wealth planning. She brings a unique perspective to family conversations, having practiced trust, estate, and charitable planning law at a large local law firm for nearly a decade. Jessica is an advisor skilled in both family financial education and navigating complex planning opportunities.

READ FULL BIO

Nancy Caselli
Chief Compliance Officer

Nancy Caselli lends her experience in the investment industry to Punch & Associates serving as the firm’s Chief Compliance Officer. Her responsibilities include implementing and monitoring the firm’s compliance policies and procedures, providing client service and interfacing with Punch’s custody and other service providers.

READ FULL BIO

Andrea Barkley
Senior Operations Analyst

Andrea Barkley is the most recent addition to the Punch Team, joining in March of 2016. She began her career in the financial services industry 20 years ago and has truly enjoyed growing and learning within it ever since. Her main responsibilities for Punch & Associates revolve around operations.

READ FULL BIO

Danielle Fischer
Operations Analyst

Danielle joined Punch and Associates in Operations in April 2012, bringing 12 years of industry experience through Merrill Lynch.

READ FULL BIO

Nancy Kelly
Administrator

Nancy Kelly joined the Punch family in July. Nancy is our new administrator and the friendly face which welcomes you when you visit the office. In addition to front desk responsibilities, Nancy will be assuming responsibility for coordinating client events, client communications, and other administrative functions.

READ FULL BIO

Learn more about our expertise.

Investment Philosophy