Portfolio Administration

Heather BarkleyOperations Manager

Heather provides leadership to the Operations team. She 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 in which the team operates is efficient and effective. Heather brings over 17 years of... » read more

(713) 554 0167

Heather Barkley

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