James joined Punch & Associates in September 2021 as an Associate Research Analyst. Previously, he worked as an analyst at a publicly traded regional bank where he assessed overall portfolio credit risk.
A Marquette University alumnus, James graduated with a double major in Finance and Accounting. He was a student analyst for Marquette’s Applied Investment Management Program covering the financial services sector. James completed Level One of the CFA® Program in early 2022 and Level Two in early 2023. He is currently studying for Level Three of the Chartered Financial Analyst® designation. In his free time, he enjoys running, reading, and anything outside.