Paul Comstock Partners
Comstock has been providing independent, objective advice to individuals and families for 40 years. Our signature, client-centered analysis helps bring clarity to complexity, making family wealth decisions clearer. Our goal is to foster the opportunity for family members to be adequately prepared for the task of living with and managing the accumulated wealth bestowed upon them. We assist current family fiduciaries in establishing appropriate levels of responsibility for, and control over, that which a beneficiary receives. High Net-Worth Families With investment assets of $20 million or greater faced with complex wealth management. Family Offices & Institutions With investment assets of $100 million or greater, with an intricate financial structure and complex implementation and administrative issues.
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Verified contacts
10
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
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Monthly traffic
54
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- RF
Rebecca Frady
Business & Finance Manager · General Business & Management
EmailPhone - JL
Jaqlyn Lullo
Operations Associate · Operations
EmailPhone - JA
Jose Amoles
(-) · Other
EmailPhone - MM
Matthew MacKey
Portfolio Analyst Associate · Finance & Accounting
EmailPhone - LH
Liz Huynh
& - · Other
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Paul Comstock Partners
5 distinct titles indexed · top 5 shown.
- 2portfolio analyst associate
- 1& -
- 1(-)
- 1business & finance manager
- 1operations associate
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