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 '80s 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.
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, and Bob to manage our investment strategies on a daily basis.
Paul Dwyer, CFA
Director of Research & Portfolio Manager
Paul has been investing in and working for public companies for over 10 years. Prior to joining Punch & Associates, Paul worked as a research analyst with another buy-side investment firm in town.
Bob Lynch
Senior 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.
Sam Sheldon
Research Analyst
Sam Sheldon joined Punch & Associates as an intern in June 2016, while attending the University of St. Thomas. After graduating in May 2018 with a B.A. in Financial Management, he joined the team full-time as a research analyst working on the trading desk.
Anthony Perala, CFA
Research Analyst
Anthony knew the right opportunity to pursue his passion for small and micro cap equity investing was out there but it required a little patience. After seven years honing his research skills for two different fixed income asset managers, he joined Punch & Associates as a Research Analyst.
James Hannack
Associate Research Analyst
James joined Punch & Associates as an Associate Research Analyst in September 2021. Previously, he worked as an analyst at a publicly-traded regional bank where he assessed overall portfolio credit risk.
Linnea Åkesson
Associate Research Analyst
Linnea joined Punch & Associates in June as an Associate Research Analyst on the Investment team after interning the fall of 2020 and summer of 2021.
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.”
Cody Chapman, CFA
Director of Institutional Client and Consultant Relations
Cody joined Punch in 2021 to lead the firm’s institutional business development efforts. He is responsible for institutional client service and cultivating partnerships with plan sponsors and consultants.
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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