Punch and Associates Investment Management, Inc., an Edina, Minnesota-based provider of investment management and wealth advisory services, is pleased to announce that Kevin Robertson, CFA recently joined the firm as Director of Institutional Relationships.
Punch and Associates Investment Management, Inc., an Edina, Minnesota-based provider of investment management and advisory services, is pleased to announce that Kevin Robertson, CFA recently joined the firm as Director of Institutional Relationships. Kevin brings significant investment experience and a deep knowledge of the institutional market. Throughout his career, he has worked with plan sponsors of all types helping them to implement investment programs and meet their broad investment objectives.
Upon Mr. Robertson joining Punch, Chief Executive Officer Andy Matysik remarked: “Kevin brings over 17 years of valuable experience as a financial professional to Punch, most recently having been responsible for institutional sales, consultant relations, and client service across the United States for a major global investment firm. He understands Punch’s unique culture, our distinct investment philosophy and process, and what it takes to serve our institutional clientele with excellence and credibility. We look forward to working with Kevin to strengthen our long-standing institutional presence.”
In his role, Kevin will serve as the primary point of contact for the firm’s institutional clients. In addition, he will be responsible for cultivating long-term partnerships with plan sponsors and consultants. He shares, “I am excited to enhance investors’ awareness of Punch and our investment team’s extensive small cap expertise. I believe clients will benefit from our team’s proven approach in less efficiently priced areas of the public markets. In my previous role, I enjoyed navigating the complexities of international equities, but I believe domestic small cap equities offer a more compelling risk/reward opportunity for the foreseeable future.”
Please click here to read more about Kevin and view his full biography.
About Punch & Associates
Punch is an investment management and advisory firm headquartered in Minnesota with approximately $2.0 billion in assets under management. The firm represents institutional and individual investors. We enable investors to steward resources with clarity and purpose.
Punch and Associates Investment Management, Inc., an Edina, Minnesota-based provider of investment management and wealth advisory services, is pleased to announce the appointment of Andy Matysik as its first named Chief Executive Officer, effective January 1, 2024. Andy is uniquely qualified to serve Punch clients in this role and helped start the firm 22 years ago.
“I have worked with Andy for over 25 years and can confidently say he is the right leader for Punch,” commented Howard Punch, the firm’s founder, Chair of the Board, and Chief Investment Officer. “He understands the care required to serve our valued clients and our unique culture which he has helped build along with our exceptional employees.”
Upon being appointed to his new role, Andy remarked, “I have known and worked with the people and clients of Punch for over two decades, and it is a tremendous honor to be named in this new leadership role. I am humbled by this evolution of our story and could not think of a better group of people alongside whom to build a career of service. I love everything about our clients and colleagues, and I look forward to leading this rare organization and providing highly differentiated offerings to clients over many years to come.”
Please click here to read more about Andy and view his full biography.
About Punch & Associates
Punch is an investment management and wealth advisory firm headquartered in Minnesota with approximately $2.0 billion in assets under management, representing individual and institutional investors. We enable families and institutions to steward resources with clarity and purpose.
Punch & Associates Investment Management, Inc. is pleased to announce Paul T. Dwyer, CFA, has been promoted to Managing Partner, effective July 1st.
Paul joined the firm in 2017 and has served in various roles over the past six years, most recently as Director of Research and Portfolio Manager. Before joining Punch, he was a Research Analyst at Blue Clay Capital, Manager of Corporate Development and Strategy at Gevo Inc., and an Investment Banking Associate at Piper Sandler. Paul holds a B.S.B.A. in Finance and Accounting from Creighton University and is a CFA Charterholder. In addition, Paul serves on the Investment Committee for the Catholic Community Foundation of Minnesota.
“This is a well-deserved recognition of Paul’s significant contributions to the firm and to our clients over the past six years, and we are excited to have him take a leadership role as a partner,” commented Howard Punch, President and Chief Investment Officer.
Paul will be the fifth Managing Partner at Punch. Also effective July 1st, Managing Partners John Carraux and Jessica Johnson will be increasing their ownership in the firm.
Please click here to read more about Paul and view his full biography.
About Punch & Associates
Punch is an investment management firm based in Minneapolis, Minnesota with approximately $2.0 billion in assets under management. Our mission is to enable clients to steward resources with clarity and purpose.
Punch & Associates Investment Management, Inc. is pleased to announce that Todd L. Spicer, JD, IACCP®, CAMS, CFE has joined the firm as Chief Compliance Officer (CCO). Todd has extensive legal and compliance experience in the industry and is an active member of the Twin Cities investment community.
During the past six years, he served as Chief Compliance Officer and Head of Governance, Risk, and Compliance at Allianz Investment Management. Previously, he spent seven years at Securian Financial Group and Advantus Capital Management as Compliance Manager and then as Vice President and Chief Compliance Officer. Todd holds a B.A. in Business Management from Bradley University and a JD from Hamline University School of Law.
In his new role, Todd will oversee all compliance-related matters at the firm in addition to serving as the primary regulatory contact at Punch.
“We are thrilled to welcome Todd to the Punch team and look forward to his leadership at the firm,” commented John Carraux, Managing Partner. “We strongly believe our clients will benefit from his expertise. At Punch, a culture of compliance is paramount, and Todd is the right person to build on the strong foundation we have created over the past 21 years.”
“I am honored to be a new member of the Punch team,” said Todd. “Leading investment advisors recognize there are always opportunities to continue strengthening their Compliance programs, and I look forward to working with the members of the firm in accomplishing great things.”
Please click here to read more about Todd and view his full biography.
About Punch & Associates
Punch is an investment management firm based in Minneapolis, Minnesota with approximately $2.0 billion in assets under management. Our mission is to enable clients to steward resources with clarity and purpose.
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