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Lisa joined Paul Comstock Partners in January of 2002. Her responsibilities in overseeing the operations of the company include setting up new accounts, reconciling, calculating performance, and producing monthly and quarterly reports for our clients.
Lisa was previously employed at AIM Management for approximately 3 years as an operations representative and then as assistant portfolio accountant. From there she moved on to work at Criterion Investment Management as a portfolio accountant for a year and a half.
Lisa graduated with a Bachelor’s Degree in Finance from The University of Houston.