Comstock has been providing independent, objective advice to individuals and families 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
Alison Comstock Moss
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.
Bryce Cooper, CFP®
Bryce supports clients by providing customized wealth strategies, cash flow management, and ongoing monitoring of client portfolios.
Anne-Elizabeth Huynh, CFA
Liz supports clients by creating customized strategic asset allocations, overseeing their implementation, and continuing to monitor client portfolios.
As a portfolio analyst, Jake utilizes various analytical software tools to assist in creating portfolio recommendations.
Portfolio Analyst Associate
Jose supports the team by preparing portfolio analysis presentations and creating client reports.
Julie A. Choate
Julie is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports.
Joseph’s responsibilities include managing account applications and implementing portfolio recommendations.
Director of Portfolio Accounting
Lisa’s responsibilities include include setting up new accounts, reconciling, and calculating performance.
Business and Finance Manager
Rebecca’s responsibilities include performing the day-to-day financial transactions, budgeting, forecasting, and reporting.
Lorena is responsible for vendor management, human resources, budgets, and website maintenance.