About Comstock

Comstock has been providing independent, objective advice to individuals and families for more than 35 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

Paul L. Comstock

Director, Relationship Manager
Paul has focused on providing financial and organizational counsel to individuals acting in a fiduciary capacity.

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Jake Pollock

Portfolio Analyst
As a portfolio analyst, Jake utilizes various analytical software tools to assist in creating portfolio recommendations.

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Lisa Ma-Chan

Director of Portfolio Accounting
Lisa’s responsibilities include include setting up new accounts, reconciling, and calculating performance.

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Julie A. Choate

Operations Supervisor
Julie is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports.

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Rebecca Frady

Business and Finance Manager
Rebecca’s responsibilities include performing the day-to-day financial transactions, budgeting, forecasting, and reporting.

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