Cody Chapman, CFA

Director of Institutional Client and Consultant Relations

Years at Punch:

1

Years in the Industry:

15

Personal Interests:

• Traveling
• Hiking
• Golfing

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. Prior to joining Punch, Cody spent more than 11 years at an investment consultant firm, most recently as a Senior Vice President and Partner of the firm. He worked with institutional plan sponsors of all types to aid them in designing and implementing investment programs tailored to each sponsor’s objectives.

Cody graduated from the University of Georgia with a BA in Finance and is a CFA® charterholder. He is an avid traveler and always has a handful of travel plans sketched out in some fashion. He loves finding hidden gem hiking trails and new craft breweries and getting out on the golf course.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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