James Hannack
Research Analyst at Punch & Associates Investment Management, Inc.
About
James Hannack is a Research Analyst at Punch & Associates Investment Management, Inc., where he contributes to the firm's investment research and analysis efforts. He joined the firm in September 2021, bringing experience from previous roles in credit risk assessment and portfolio management. Hannack holds a Bachelor's degree in Business Finance and Accounting from Marquette University and became a CFA charterholder in April 2025. His expertise includes financial services sector analysis and portfolio risk management, with a focus on equity investments. Hannack's career highlights include his tenure as a Central Credit Analyst at Great Western Bank and as Founder and Portfolio Manager at Phoenix Capital Management. He is recognized for his analytical rigor and commitment to delivering actionable investment insights.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Punch & Associates Investment Management, Inc. | Research Analyst | Sep 2021 to Present | — |
| Phoenix Capital Management | Founder and Portfolio Manager | Feb 2019 to Aug 2021 | -Actively manage over $500K in AUM for friends and family in separately managed accounts. -Long-only equity portfolio that utilizes option writing to generate additional income. -Top-down investment p... |
| Great Western Bank | Central Credit Analyst | Jun 2018 to Aug 2021 | -Produce various monthly, quarterly, and ad hoc reports for middle management, senior management, and the Board of Directors. -Led various projects such as: implemented and communicated a new collater... |
| Ziegler | Credit Analyst | Jun 2017 to May 2018 | -Produced credit snapshot reports for each church in the database using only graphs and tables of key credit ratios to provide a brief summary of the overall health of the church's debt levels -Produc... |
| Applied Investment Management--Marquette University | Student Analyst | Oct 2016 to May 2018 | -Chosen by a board of professors and professionals to collectively manage over $2M of Marquette University’s endowment across equity and fixed income securities. -Responsibilities included developing ... |
| Sodexo Catering- Marquette Branch | Student Manager | Feb 2015 to Sep 2016 | -Promoted to student manager and charged with supervising the set-up, service, and clean-up of formal and informal events ranging in size from 5 to 1,200 people. -Used effective communication skills t... |
| MAI Genesis | Plastics Factory Worker | May 2015 to Aug 2015 | -Worked 40 hours a week as a press operator on 14 different plastics machines. -Hot stamped, ringed, sealed, assembled, capped, and labeled syringes. -Kept pace and regularly exceeded tenured coworker... |
| James Hannack Lawn Care Service | Lawn Care Service Provider | May 2012 to Aug 2015 | -Provided quality service to customers for three years by keeping weeds trimmed, surfaces cleared, and lawns in pristine condition. -Generated $10,000 of revenue each summer. |
| Syverson Pool | Lifeguard | Mar 2012 to Aug 2015 | -Provided patron safety through use of teamwork with coworkers. -Taught 80 hours of swimming instruction and safety to children each summer. |
Education
Marquette University
Bachelor's degree, Business Finance and Accounting
2014 — 2018
Spring Valley High School
GED
2010 — 2014
Skills & Expertise
Others at Punch & Associates Investment Management, Inc. (7)
| Name | Role | Location |
|---|---|---|
 | Senior Research Analyst | Saint Paul, MN , United States |
 | Chief Investment Officer | Minneapolis, MN , United States |
J John Carraux | Managing Partner and Portfolio Manager | Minneapolis, MN , United States |
 | Research Analyst | Minneapolis, MN , United States |
 | Managing Partner | Saint Paul, MN , United States |
 | Research Analyst | Saint Paul, MN , United States |
 | Senior Trader | Minneapolis, MN , United States |