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Paul Punzo

Vice President at Investment Planning Counsel

Paul Punzo, CFA has extensive experience in the financial industry, with a strong background in portfolio management and investment solutions. Throughout their career, Paul has held various key roles in reputable companies such as Scotiabank, BMO Nesbitt Burns, and Investment Planning Counsel. As the Deputy Chief Investment Officer at Investment Planning Counsel, Paul is responsible for portfolio construction, asset allocation, and overseeing investment solutions. Paul has a Bachelor's Degree in Economics from York University and is a Chartered Financial Analyst (CFA).

Links

Previous companies

Scotiabank logo
Northern Trust logo

Timeline

  • Vice President

    July, 2022 - present

  • Deputy Chief Investment Officer

    February, 2019