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.
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.
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.”
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.
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.
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.
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.