Paul Punzo

VP, Portfolio Strategy

Paul is responsible for the development, implementation and monitoring of model portfolios, strategies, policies and procedures for investment solutions and review of sub-advisors in IPC Private Wealth and the IPC One platform. As Chief Investment Officer, Paul leads a team of Portfolio Managers, Analysts and Private Wealth Specialists to evaluate overall portfolio strategy, asset allocation, and risk management through rigorous analysis and a strong understanding of underlying assets and portfolio exposures.