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Brian Bergquist 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 assists our Chief Investment Officer, Steve Browne, CFA, in ongoing due diligence of money managers.
His passion for financial planning and adhering to fiduciary standards has him currently working towards obtaining his CFP certification in order to provide the best quality advice to our clients. Brian obtained his Bachelors of Business Administration from the University of Iowa with a focus in Finance.
Before joining Paul Comstock Partners, Brian worked with Hills Bank Trust and Wealth Management as both a Wealth Advisor and Portfolio Manager in the Iowa City, IA area.