Comstock - Your Wealth Management Advisor
Comstock has been providing independent, objective advice to individuals and families across the country from Houston, TX for more than 40 years. Our signature, client-centered analysis helps bring clarity to complexity, making family wealth decisions clearer.
Our efforts are designed to eliminate decision paralysis. Our independent approach helps you make decisions that you can feel assured about.
The Comstock Team
Meet the team that sets us apart from other wealth management firms. Based in Houston, TX, our team of experienced wealth management advisors is dedicated to providing independent, objective advice to help our clients achieve their financial goals.
Alison Comstock Moss
CEO
Ms. Moss provides leadership to the Managing Director Board and is primarily responsible for client service and business development for the firm.
Stephen C. Browne, CFA
Chief Investment Officer
Steve’s responsibilities include the supervision of the research staff in all areas of investment strategic planning.
Paul L. Comstock
Director, Relationship Manager
Paul has focused on providing financial and organizational counsel to individuals acting in a fiduciary capacity.
Marc Shmerling, CFA
Managing Director of Investment Research
Marc Shmerling came to Comstock with a deep-rooted background spanning over 15 years in the finance industry.
Bryce Cooper, CFP®
Wealth Strategist
Bryce supports clients by providing customized wealth strategies, cash flow management, and ongoing monitoring of client portfolios.
Nicholas Price
Wealth Strategist
Nicholas focuses on cash flow management, ongoing portfolio monitoring, and ensuring a prudent investment and wealth transfer plan.
Anne-Elizabeth Huynh, CFA
Portfolio Analyst
Liz supports clients by creating customized strategic asset allocations, overseeing their implementation, and continuing to monitor client portfolios.
Jose Amoles
Portfolio Analyst Associate
Jose supports the team by preparing portfolio analysis presentations and creating client reports.
Matthew Mackey
Portfolio Analyst Associate
Matthew completed a summer internship with Comstock in 2023 and now contributes to the Portfolio Analysis team.
Julie A. Choate
Compliance Manager & Operation Supervisor
Julie is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports.
Andrew Sheeran
Operations Associate
Andrew Sheeran’s responsibilities include implementing portfolio recommendations, money movement, trading, account applications, and private equity subscription documents.
Joseph Citizen
Operations Associate
Joseph’s responsibilities include managing account applications and implementing portfolio recommendations.
Lisa Ma-Chan
Director of Portfolio Accounting
Lisa’s responsibilities include include setting up new accounts, reconciling, and calculating performance.
Rebecca Frady
Business and Finance Manager
Rebecca’s responsibilities include performing the day-to-day financial transactions, budgeting, forecasting, and reporting.
Lorena Mallory
Office Manager
Lorena is responsible for vendor management, human resources, budgets, and website maintenance.