Our Team

Managing Board

Paul L. ComstockChief Executive Officer, Principal

Mr. Comstock is Chief Executive Officer of Paul Comstock Partners, a fee only Registered Investment Advisory firm providing services to high net worth families, individuals, and fiduciaries. 2011 marked his 40th year as a financial service professional. Throughout his career, Mr. Comstock has focused on providing individuals acting in the capacity of a family, trust or... » read more

(713) 977 2694

Paul L. Comstock

Alison Comstock MossChief Strategy Officer, Principal

Ms. Moss works with individuals, families, and their charitable organizations to provide strategic wealth planning that preserves family capital for current and future generations. She brings expertise and personal experience to succession planning within various organizations (closely held businesses, family offices, & charities).  She advocates for the proper preparation of the next generation through customized... » read more

(713) 977 2694

Alison Comstock Moss

Stephen C. Browne, CFAChief Investment Officer, PrincipalChief Compliance Officer

Mr. Browne provides leadership to the firm as Chief Investment Officer. His responsibilities include the supervision of the research staff in all areas of investment strategic planning, delegated manager evaluation and performance monitoring, asset allocation strategies, capital market analysis, and all private equity and real estate due diligence efforts. Steve also serves as Chief Compliance Officer... » read more

(713) 977 2694

Stephen C. Browne, CFA

Nancy B. SavoieChief Operations Officer, Principal

As Chief Operations Officer, she is responsible for corporate operational activity as well as giving leadership to all service providers. Her role is to be certain that each client is treated as our only client. Her work with clients coordinates the firm’s integrated wealth and fiduciary advisory strategies for high net worth individuals, families, and foundations. Her... » read more

(832) 536 4151

Nancy B. Savoie

Relationship Management

Wealth Strategists & Investment Research

Brian BergquistWealth Strategist

Brian Bergquist joined Paul Comstock Partners in 2017 as a Wealth Strategist. He partners with Relationship Managers to provide comprehensive financial analysis and planning utilizing Comstock’s model portfolio asset allocations. He provides ongoing monitoring to ensure portfolios maintain their disciplined investment strategy to effectively manage risk and produce competitive long-term returns for clients. Brian also... » read more

(713) 554 0171

Portfolio Administration

Heather BarkleyOperations Manager

Heather joined Paul Comstock Partners in August of 2017 as the Operations Manager to provide leadership and support to the Operations team. Heather oversees all aspects of client administration, trading, and internal operations for the firm. Her role is to ensure that the client experience is seamless, service is proactive, and that the internal framework... » read more

(713) 554 0167

Lisa Ma-ChanDirector of Portfolio Accounting

Lisa joined Paul Comstock Partners in January of 2002. Her responsibilities in overseeing the operations of the company include setting up new accounts, reconciling, calculating performance, and producing monthly and quarterly reports for our clients. Lisa was previously employed at AIM Management for approximately 3 years as an operations representative and then as assistant portfolio... » read more

(713) 554 0174

Lisa Ma-Chan

Julie A. ChoateOperations Supervisor

Julie performs administration on client portfolios as an Operations Supervisor. She is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports. Julie is a notary public. Julie joins Paul Comstock Partners from Aguirre & Fields, a private engineering firm in Stafford, where she worked as office manager. Julie... » read more

(713) 554 0170

Julie A. Choate

Anne-Elizabeth HuynhPortfolio Accounting Manager

Liz Huynh joined Paul Comstock Partners in 2016 as Portfolio Accounting Manager. She oversees the reporting process, including customized client reports for individuals, families and institutions. Prior to joining Comstock, Liz had been living in Paris, France for 11 years working as an entrepreneur. She also served as an Investments Manager in Houston for TD... » read more

(713) 554 0193

Anne-Elizabeth Huynh

Yue ZhangOperations Associate

Yue is an Operations Associate at Comstock. Her main responsibilities include assisting in the development of client portfolio reports, presentations, and managing client activities. Prior to joining the firm, she worked for ByeJoe Inc. as a Marketing/Operations Associate. She graduated with a Bachelor’s Degree in Finance from Beijing Jiaotong University and University of Cincinnati.

(713) 977 2694

Yue Zhang

Corporate

Karen McNeilBusiness & Finance Manager

Since the firm’s inception, Karen has fulfilled many responsibilities. These have included administrative support by interacting with clients & custodians, setting up new accounts, reconciling client portfolios, overseeing fund and security transfers, bookkeeping functions for tax reporting and keeping up with IRA and Trust disbursement requirements. Karen’s role as the Business and Finance Manager, member... » read more

(713) 554 0173

Karen McNeil

Leticia Coria-VazquezOffice Manager

Leticia joined Paul Comstock Partners in 2015. She is responsible for vendor management, human resources, budgets, and website maintenance. Leticia was previously employed at Fidelity Exploration and Production Company where she worked as an office manager. She graduated with a Bachelor’s Degree in Business Management from Letourneau University.

(713) 554 0168

Leticia Coria-Vazquez