Joe Punzi

Joe Punzi, CFA, is a Principal at Cooke & Bieler, L.P., a Philadelphia-based investment management firm focusing primarily on value investing strategies. In his current role, he is responsible for overseeing investment operations and contributing to the firm's portfolio management and client service initiatives.

Joe’s expertise lies in the management of equity portfolios, with a particular emphasis on value-oriented investments across various sectors. He has advanced through several operational roles within the firm, including Operations Specialist and Operations Manager, before ascending to Principal, reflecting a deep understanding of investment operations and client-centric solutions.

Joe holds undergraduate degrees in Marketing and Management from Villanova University and is a CFA charterholder, underscoring his strong analytical background and commitment to professional excellence. He is known for his contributions to the firm’s disciplined investment process and continuity within Cooke & Bieler’s collegial, long-tenured team.