John is intimately involved in all aspects of the research and investment process at Punch & Associates, and works closely with our team to manage our investment strategies on a daily basis. John joined the firm shortly after its inception in 2002 and cut his investment teeth doing the basic work of a research analyst: sifting through financial statements, talking to management teams, and developing an eye for value. Today, as then, he still gets excited over the details of investing, and enjoys reading footnotes, listening to conference calls, and stacking up well-worn Annual Reports in his office at home.
John is a CFA® charterholder and is happy that his years of studying for it are behind him. He lives in Chaska, Minnesota with his wife, Anne, and four children. John graduated Magna Cum Laude and with Delta Epsilon Sigma honors from the University of St. Thomas in St. Paul, Minnesota, and enjoys reading, tennis, and skiing with his family. As a Wisconsin native, John always knew that “the Pack” would see their 4th NFL Championship well before “the Queens” saw their 5th Superbowl.