John is intimately involved in all aspects of the research and investment process at Punch & Associates, and works closely with Howard, Paul, Rob, Sam, Bob and Steve 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 old 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, MN 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, MN, 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.
You are leaving Punch & Associates’ website, and are being redirected to the Wealth Access data aggregation platform offered to Punch & Associates’ clients. Wealth Access allows you to consolidate the components of your personal net worth in a single location.
Punch & Associates is not affiliated with Wealth Access, and as such cannot guarantee the accuracy of information presented, the platform’s functionality, or the level of security associated with the Wealth Access platform. While Punch & Associates considered the security features of the Wealth Access platform before offering it to clients, Punch & Associates assumes no liability related to your use of the Wealth Access platform.
By advancing to the Wealth Access platform, you acknowledge that you have considered the above disclosure. Please contact your Punch & Associates relationship manager with questions.