Punch and Associates Investment Management, Inc., an Edina, Minnesota-based provider of investment management and wealth advisory services, is pleased to announce the appointment of Andy Matysik as its first named Chief Executive Officer, effective January 1, 2024. Andy is uniquely qualified to serve Punch clients in this role and helped start the firm 22 years ago.

“I have worked with Andy for over 25 years and can confidently say he is the right leader for Punch,” commented Howard Punch, the firm’s founder, Chair of the Board, and Chief Investment Officer. “He understands the care required to serve our valued clients and our unique culture which he has helped build along with our exceptional employees.”

Upon being appointed to his new role, Andy remarked, “I have known and worked with the people and clients of Punch for over two decades, and it is a tremendous honor to be named in this new leadership role. I am humbled by this evolution of our story and could not think of a better group of people alongside whom to build a career of service. I love everything about our clients and colleagues, and I look forward to leading this rare organization and providing highly differentiated offerings to clients over many years to come.”

Please click here to read more about Andy and view his full biography.

 

About Punch & Associates

Punch is an investment management and wealth advisory firm headquartered in Minnesota with approximately $2.0 billion in assets under management, representing individual and institutional investors across the world. We enable families and institutions to steward resources with clarity and purpose.

Punch & Associates Investment Management, Inc. is pleased to announce Paul T. Dwyer, CFA, has been promoted to Managing Partner, effective July 1st.

Paul joined the firm in 2017 and has served in various roles over the past six years, most recently as Director of Research and Portfolio Manager. Before joining Punch, he was a Research Analyst at Blue Clay Capital, Manager of Corporate Development and Strategy at Gevo Inc., and an Investment Banking Associate at Piper Sandler. Paul holds a B.S.B.A. in Finance and Accounting from Creighton University and is a CFA Charterholder. In addition, Paul serves on the Investment Committee for the Catholic Community Foundation of Minnesota.

“This is a well-deserved recognition of Paul’s significant contributions to the firm and to our clients over the past six years, and we are excited to have him take a leadership role as a partner,” commented Howard Punch, President and Chief Investment Officer.

Paul will be the fifth Managing Partner at Punch. Also effective July 1st, Managing Partners John Carraux and Jessica Johnson will be increasing their ownership in the firm.

Please click here to read more about Paul and view his full biography.

About Punch & Associates
Punch is an investment management firm based in Minneapolis, Minnesota with approximately $2.0 billion in assets under management. Our mission is to enable clients to steward resources with clarity and purpose.