FOR MERRILL FINANCIAL PROFESSIONALS WITH CLIENTS INVESTED IN THE STRATEGY.
NOT FOR USE WITH THE GENERAL PUBLIC.
Bahl & Gaynor SMA Quarterly Review & Outlook - 2Q23
FOR MORE INFORMATION PLEASE CONTACT YOUR AAM REPRESENTATIVE AT 1.866.606.7220 .
Nicholas W. Puncer, CFA, CFP
Managing Director
Joined Bahl & Gaynor in 2010
Joined industry in 2007
As a Portfolio Manager, Nick works primarily with institutional clients along with select high net worth relationships. He also coordinates third-party distribution relationships and travels regularly to support Bahl & Gaynor’s national platform partners. Nick is a member of the Investment Committee covering the Software and Services industries within the Information Technology sector.
Prior to his role as Portfolio Manager, Nick’s positions at Bahl & Gaynor included Research Analyst and Co-Op. Read more
Advisors Asset Management - Company Profile
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FOR USE BY MERRILL FINANCIAL PROFESSIONALS WHOSE CLIENTS ARE INVESTED IN THE STRATEGY.
NOT FOR USE WITH THE GENERAL PUBLIC.
This piece is for informational purposes only with financial professionals with clients with separately managed accounts already invested in a Bahl & Gaynor strategy. It is not for use with prospective investors and is not an offer or solicitation for investment advisory services
Information about the portfolio holdings and the individual securities is based on a model portfolio for the strategy and the holdings and results for individual portfolios may vary. The opinions expressed are those of the guest speakers and have not been verified by AAM.
AAM acts as a third-party marketing agent to Bahl & Gaynor with respect to their Income Growth strategy and does not act as an investment adviser to the strategy.
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