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About
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.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cooke & Bieler, L.P. | Principal | Jan 2023 to Present | — |
| Cooke & Bieler, L.P. | Operations Manager | Mar 2020 to Jan 2023 | — |
| Cooke & Bieler, L.P. | Operations Specialist | Aug 2015 to Mar 2020 | — |
| CSSI.ORG | Senior Backoffice Consultant | Aug 2008 to Aug 2015 | — |
Education
Villanova University
2003 — 2007
Others at Cooke & Bieler LP (10)
| Name | Role | Location |
|---|---|---|
 | Partner | Philadelphia, PA , United States |
J Jamie O'Neil | Partner | Philadelphia, PA , United States |
J John Pickering | Partner | Philadelphia, PA , United States |
J Joseph Punzi | Principal | United States |
 | Partner | Philadelphia, PA , United States |
S Steve Lyons | Partner | Philadelphia, PA , United States |
T Ted O'Connor | Portfolio Manager | Philadelphia, PA , United States |
 | Principal, Analyst and Portfolio Manager | Philadelphia, PA , United States |
 | Associate | New York, NY , United States |
S Sam Ballam | Partner | Philadelphia, PA , United States |
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