Nicholas W. Puncer, CFA®, CFP®

Nicholas W. Puncer, CFA®, CFP®

Managing Director, Principal and Portfolio Manager, Bahl & Gaynor, Inc.

Nick is a Managing Director, Principal and Portfolio Manager at Bahl & Gaynor, Inc., an employee-owned and investor-led firm specializing in active fundamental dividend growth strategies. Drawing on nearly two decades of experience in the asset management industry, Nick has cultivated a reputation as a leading authority on the practical implementation of dividend growth mandates and institutional risk management.

His tenure informs a prolific body of thought leadership, with published research and media contributions spanning critical themes such as navigating market concentration, active share optimization and capital preservation strategies.

By blending a rigorous study of market history with an analysis of modern behavioral considerations, Nick provides financial advisers and institutional partners with the perspective necessary to maintain discipline across volatile market cycles with particular focus on bridging the gap between high-level investment theory and tangible client outcomes.

A graduate of the University of Cincinnati, he is a CFA® charterholder and is a CFP® professional. His career is defined by a lifelong commitment to continuous learning and a dedication to helping others navigate the global financial landscape with clarity and confidence.

Email: info@bahl-gaynor.com | Website: www.bahl-gaynor.com | LinkedIn

Latest articles by Nicholas W. Puncer, CFA®, CFP®

Swimmers Competing in Race
Why Active ETFs Can Give Advisers and Clients the Edge

In a crowded market, active ETFs stand out as a versatile solution, generating income and growth for clients, while retaining flexibility for advisers.