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William Marzetta joined Paul Comstock Partners in 2015 as a research analyst. His duties include constructing client portfolios after considering the risk/reward characteristics and other specific client circumstances, including cash flow requirements and individual client investments/deals. He is also responsible for due diligence on prospective and current investment managers, ensuring they are performing in the best interests of Paul Comstock Partners’ clients.
His passion for investments over the years has allowed him to pass the CFA Level I Exam, and has also earned him a Master of Science degree in Security Analysis and Portfolio Management from Creighton University. He received his Bachelor of Science degree in Liberal Studies from the University of Central Florida, where he had minors in Business, Computer Science, and Mass Communication.
Before joining Paul Comstock Partners, William worked with Lincoln Financial Group as a Retirement Consultant in the Dallas-Fort Worth, TX area.