Joseph Punzi

Joseph Punzi is a Principal at Cooke & Bieler, L.P., an independent investment management firm based in Philadelphia, Pennsylvania. In this role, he oversees key operational aspects of the firm and contributes to its investment management services, drawing on extensive experience in operations and client service within the organization. His responsibilities include supporting investment processes and helping maintain the firm’s value-driven focus in U.S. equity markets.

Prior to becoming Principal, Joseph advanced through roles as Operations Manager and Operations Specialist at Cooke & Bieler, demonstrating strong expertise in operational efficiency, compliance, and trading support. His career reflects continuity and stability, hallmarks of the firm’s culture, with particular emphasis on operational execution for institutional equity portfolios. He is especially focused on U.S. equity value strategies for institutional clients.

Joseph earned undergraduate degrees in Marketing and Management from Villanova University. He holds the CFA designation, underscoring his analytical skill and commitment to professional excellence. His work has contributed to the ongoing success and continuity of Cooke & Bieler’s investment management team, helping deliver outstanding client service and consistent investment outcomes in the public equities sector.