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.

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John Carraux, CFA, CIC
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.

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Paul Dwyer, CFA
Director of Research & Portfolio Manager

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.

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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.

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Sam Sheldon
Research Analyst

Sam Sheldon joined Punch & Associates as an intern in June of 2016, while attending the University of St. Thomas. After graduating in May of 2018 with a B.A. in Financial Management, he joined the team full-time as a research analyst working on the trading desk.

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Steve Geier
Director of Technology Experience

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.

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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.”

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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.

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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.

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Andrea Barkley
Senior Operations Analyst

Andrea Barkley joined the Punch Team in March of 2016. She began her career in the financial services industry in 1996 and has truly enjoyed growing and learning within it ever since. Her main responsibilities for Punch & Associates revolve around operations.

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Danielle Fischer
Operations Analyst

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

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Luke LeMier
Data Management Analyst

Luke is a member of Punch's dynamic Operations team as a Data Management Analyst. He assists the team to streamline and enhance our operations practices and maintain client information on an integrated basis across our systems.

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Miraya Gran
Operations Analyst

Miraya Gran comes to Punch with 11 years of client service experience. Her background in the legal field and the public accounting sector makes her a unique asset to the Punch team.

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Julie Boehmke
Director of Administration

Julie Boehmke is the firm’s Director of Administration. Julie oversees much of the behind-the-scenes operations at Punch, including human resources and benefits, facilities management, and technology.

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Candice Larson
Executive Assistant

Candice joined Punch in September of 2020, bringing over 20 years of administrative experience.

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Learn more about our expertise.

Investment Philosophy