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 became a CFA® charterholder in April of 2025. In his newfound free time, he enjoys triathlon training, reading, and anything outdoors.
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