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Punch & Associates Investment Management, Inc. Employee Directory

Investment ManagementMinnesota, United States11-50 Employees

Punch & Associates is a Minneapolis-based asset management and wealth planning boutique serving a select number of institutions and families of substantial wealth.  Founded in 2002, Punch is a nationally recognized, 100% employee-owned investment firm with a strong history of delivering superior investment performance and exceptional client service.

Find Punch & Associates Investment Management, Inc. employees' phone numbers or email addresses

Punch & Associates Investment Management, Inc. Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Asia
1

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  • China
    1

Europe
1

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  • Belgium
    1

Punch & Associates Investment Management, Inc.'s Leadership

  • Stylized image of a person
    A. M.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. D. P.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J.
    Managing Partner, Wealth Strategies Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Managing Partner And Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Senior Advisor, Wealth Strategies Group And Chief Financial Officer
    Phone icon
    Mobile Phone

Punch & Associates Investment Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Other

Contact profiles from Punch & Associates Investment Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. L.
    Associate Investment Advisor
    Phone icon
    Mobile Phone
    Apr 07, 2026
  • Stylized image of a person
    R. L.
    Advisor, Wealth Strategies Group
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 07, 2026
  • Stylized image of a person
    G. H.
    Associate Research Analyst
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 07, 2026
  • Stylized image of a person
    R. P.
    Associate Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    L. H.
    System Analyst
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 17, 2025
  • Stylized image of a person
    C. J.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 07, 2026
  • Stylized image of a person
    J. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Feb 18, 2026
  • Stylized image of a person
    D. F.
    Operations Analyst
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Mar 25, 2026
  • Stylized image of a person
    M. K.
    Wealth Strategies Group Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 17, 2026
  • Stylized image of a person
    J. H.
    Research Analyst
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 07, 2026

Frequently Asked Questions

What is Punch & Associates Investment Management, Inc. known for?

Minus sign iconPlus sign iconPunch & Associates Investment Management, Inc. was founded in 2002 operates in the Investment Management industry. The company's main headquarters is located in 7701 France Avenue South 300 Edina, Minnesota United States; you can contact the main corporate office by phone at
+1-952-224-****
. Explore Punch & Associates Investment Management, Inc.'s company overview page for more information.

What is Punch & Associates Investment Management, Inc.'s most common email format?

Minus sign iconPlus sign iconPunch & Associates Investment Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Punch & Associates Investment Management, Inc. email formats with LeadIQ.

How many employees does Punch & Associates Investment Management, Inc. have currently?

Minus sign iconPlus sign iconPunch & Associates Investment Management, Inc. has approximately 33 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Punch & Associates Investment Management, Inc.'s key employees and leadership?

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As of April 2026, Punch & Associates Investment Management, Inc.'s key employees include:

  • Chief Executive Officer: A. M.
  • Chief Investment Officer: H. D. P.
  • Chief Compliance Officer: T. S.
  • Chief Compliance Officer: N. B.
  • President: S. P. M.

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