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Punch & Associates Investment Management, Inc. Employee Directory

Investment ManagementMinnesota, United States11-50 Employees

Punch & Associates Investment Management, Inc. is a Minneapolis-based asset management and wealth planning boutique that serves a selective set of institutions and high-net-worth families. Founded in 2002, it operates as a 100% employee-owned firm with a focus on delivering investment performance and client service in a dedicated, boutique context. The company positions itself within the investment management industry by providing specialized asset management and wealth planning services to its niche clientele, emphasizing personalized coverage and long-term oversight of portfolios. Based in Edina, Minnesota, Punch & Associates emphasizes independence and ownership structure as part of its identity, aligning its interests with those of its clients.

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

Punch & Associates Investment Management, Inc. Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

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
    N. B.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Marketing And Events Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Senior Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Senior Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Operations Analyst - Client Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L.
    Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Training Coordinator And Travel And Event Planner
    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
    N. B.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. D.
    Marketing And Events Manager
    Phone icon
    Mobile Phone
    Apr 07, 2026
  • Stylized image of a person
    A. P.
    Senior Research Analyst
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    S. S.
    Senior Research Analyst
    Phone icon
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    M. G.
    Operations Analyst - Client Specialist
    Phone icon
    Mobile Phone
    Apr 17, 2026
  • Stylized image of a person
    B. L.
    Investment Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. A.
    Training Coordinator And Travel And Event Planner
    Phone icon
    Mobile Phone
    Oct 23, 2024

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; 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 34 employees as of July 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 July 2026, Punch & Associates Investment Management, Inc.'s key employees include:

  • Chief Compliance Officer: N. B.
  • Marketing And Events Manager: L. D.
  • Senior Research Analyst: A. P.
  • Senior Research Analyst: S. S.
  • Operations Analyst - Client Specialist: M. G.

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