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

North America
43

United States Of America
43

Asia
1

China
1

Punch & Associates Investment Management, Inc.'s Leadership

A. M.
Chief Executive Officer
Mobile Phone
Email
H. D. P.
Chief Investment Officer
Mobile Phone
Email
T. S.
Chief Compliance Officer
Mobile Phone
Email
N. B.
Chief Compliance Officer
Mobile Phone
Email
S. P. M.
President
Mobile Phone
Email
J. J.
Managing Partner, Wealth Strategies Group
Mobile Phone
Email
P. D.
Managing Partner
Mobile Phone
Email
J. C.
Managing Partner And Portfolio Manager
Mobile Phone
Email

Contact profiles from Punch & Associates Investment Management, Inc.

Name

Title

Contact Info

Location

Last Update

A. V. B.
Client Specialist, Wealth Strategies Group
Mobile Phone
Email
United StatesMinnesota
Nov 20, 2025
J. M.
Managing Member
Mobile Phone
Email
United StatesGeorgia
Nov 14, 2025
B. L.
Investment Advisor
Mobile Phone
Email
Oct 17, 2024
S. L.
Associate Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Apr 20, 2025
S. A.
Training Coordinator And Travel And Event Planner
Mobile Phone
Email
Oct 23, 2024
S. H.
Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 20, 2025
M. K.
Wealth Strategies Group Administrative Assistant
Mobile Phone
Email
United StatesMinnesota
Dec 12, 2025
G. C.
Managing Partner At Coghlan & Associates Investment Management, Llc
Mobile Phone
Email
United StatesConnecticut
Nov 16, 2025

Frequently Asked Questions

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

Punch & Associates Investment Management, Inc. was founded in 2002 operates in the Investment Management industry; 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?

Punch & 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?

Punch & Associates Investment Management, Inc. has approximately 32 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of December 2025, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.