Paul Punzo is chief investment officer and vice-president, portfolio strategy with Investment Planning Counsel. He’s responsible for the development, implementation and monitoring of model portfolios, strategies, dealer shelf oversight and review of sub-advisors across dealer managed programs. As CIO, Punzo leads a team of portfolio managers, product analysts trading specialists, evaluating overall portfolio strategy, asset allocation, and risk management through rigorous analysis and a strong understanding of underlying assets and portfolio exposures. He is a key decision maker for IPC’s sub-advisor selection, monitoring, and replacement.
Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence
Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence