Joseph Punzi
Investment adviser representative at Cooke & Bieler, L.P.
11 yearsExperience
1 stateRegistered in
$10.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Cooke & Bieler, L.P.Aug 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cooke & Bieler, L.P.
$10.6BAssets managed
209Clients
14Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5890636
- Firm CRD
- 113859