Portfolio Administration

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

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

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

Heather Barkley