Punch & Associates Investment Management, Inc.

Patrick Sheldon is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc., where he has worked since 2016. He has five years of industry experience. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment approach with an emphasis on bottoms-up research and behavioral analysis, managing portfolios on a discretionary, team-based basis.

Jessica Johnson is a financial advisor at Punch & Associates Investment Management, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked for nine years at Gray Plant Mooty Mooty & Bennett, P.A. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and is president of NLFS Properties LLC, a related nonprofit entity. Punch & Associates serves private and institutional clients including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and management of private micro-cap and nano-cap funds.

Ruth Langworthy is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. She has worked at Punch & Associates since 2019 and previously at Hoogendoorn & Talbot, LLP. Langworthy holds a Series 65 designation. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, government entities, and trusts. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and private fund management.

James Hannack is a financial advisor with Punch & Associates Investment Management, Inc., holding a Series 65 credential and two years of industry experience. He has worked at Punch & Associates since 2021 and previously at Great Western Bank from 2018 to 2021. Punch & Associates serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap, fundamental research-driven investment approach across various equity strategies and combines private fund management with customized portfolio and wealth advisory services.

Linnea Akesson is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Carlson Funds Enterprise and the Carlson School of Management. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management alongside Wealth Advisory services tailored to client objectives.

Samuel Ludzack is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with Punch & Associates Investment Management, Inc., having joined the firm in 2024. Prior to this, he held roles at several financial services firms and also worked in education and golf course operations. Punch & Associates serves private and institutional clients, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and manages both discretionary portfolios and private micro-cap and nano-cap funds.

Heather Rezab is a financial advisor with Punch & Associates Investment Management, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Company, Wells Fargo Advisors Financial Network, and Larson Financial Group. Outside of her advisory work, she serves as a Notary Public for the State of Minnesota. Punch & Associates Investment Management serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and manages approximately $2.09 billion in discretionary assets.

Howard Punch is a financial advisor at Punch & Associates Investment Management, Inc. with 22 years of industry experience. He has been with Punch & Associates since 2001. He holds Series 63 and Series 65 licenses. Punch & Associates serves private and institutional clients, including high-net-worth individuals and various entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and offers customized portfolio management alongside wealth advisory services.

Cory Kiner is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. He previously worked for E.T. Kelly & Associates for 19 years and holds a Series 65 designation. Kiner has a passive partnership interest in a CPA firm, E.T. Kelly & Associates, which he maintains until the partnership interest is dissolved. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm manages approximately $2.09 billion in discretionary assets and emphasizes a multi-cap investment approach based on fundamental research, with customized portfolio management and Wealth Advisory services.

Andrew Matysik is a financial advisor at Punch & Associates Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Punch & Associates since 2002. Punch & Associates serves a broad range of clients including high-net-worth individuals, foundations, pension and profit-sharing plans, and government entities. The firm employs a multi-cap investment approach emphasizing bottoms-up fundamental research and offers discretionary portfolio management alongside wealth advisory services.

Paul Dwyer is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2017. Prior to this, he worked at Blue Clay Capital from 2013 to 2016. Punch & Associates serves a diverse client base, including high-net-worth individuals, institutions, and various types of funds. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research, managing both discretionary portfolios and private micro- and nano-cap funds.

Ryan Punch is a CFP® with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2021. He previously worked at Ameriprise Financial from 2017 to 2020 and has a background that includes a position at the University of Wisconsin. Punch & Associates Investment Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and specialized strategies.

John Carraux is a CFA® and CIC credentialed financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. He has been with Punch & Associates since 2004. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and various types of funds, managing approximately $2.09 billion in discretionary assets as of December 2024. The firm employs a multi-cap investment approach focused on fundamental research and behavioral analysis, offering customized discretionary portfolio management and Wealth Advisory services.

Kevin Worms Lynch is a financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. He has been with Punch & Associates since 2012. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research and offers discretionary portfolio management along with Wealth Advisory services.

Khalil Harris is a CFP® with five years of industry experience, currently serving at Punch & Associates Investment Management, Inc. since 2024. His prior experience includes roles at Thrivent Financial and Ameriprise, as well as various positions outside finance, including work in management and service industries. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis with an emphasis on bottom-up research and behavioral analysis.