Paul Comstock Partners

Description

Address: 1120 6th Ave, New York, NY 10036 Phone: (800) 488-2694: : Place name: : Hours: : : : Category: Website: Website: http://paulcomstockpartners.com/contact-us/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Paul Comstock Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Paul Comstock Partners Employees

Employee
Years
Job
Industry
Shana (Warshaw) Alexander Shana (Warshaw) Alexander Orange County, California Area Details
Shana (Warshaw) Alexander's Paul Comstock Partners Experience April 2003 - August 2006
Job Executive Advisor to Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group  July 2015 - Present
Nabu, LLC   July 2013 - Present
Chamberlain Group  January 2014 - June 2015
BNY Mellon  November 2006 - August 2013
Paul Comstock Partners   April 2003 - August 2006
Wells Fargo  January 1999 - April 2003
Bank of America  1997 - 1999
IDS American Express  1994 - 1997

Skills
Wealth Management, Asset Management, Wealth Management..., Wealth, Investment Management, Estate Planning, Alternative Investments, Private Banking, Portfolio Management, Hedge Funds, Family Office, Venture Capital, Securities, Investments, Mutual Funds, Asset Allocation, Private Equity, Investment Advisory, Equities

Education
California State University-Chico   1984 — 1989
BA

Alex San Miguel Alex San Miguel Houston, Texas Details
Alex San Miguel's Paul Comstock Partners Experience April 2006 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
McKinley Capital Management, LLC   July 2008 - October 2010
Paul Comstock Partners   April 2006 - September 2007
JPMorgan Chase  November 2001 - February 2004

Skills
Trading, Analysis, Equities, Investments, Management, Portfolio Management, Financial Analysis

Education
University of Houston-Clear Lake   2002 — 2003
MBA, Business

The University of Texas at Austin   1996 — 1999
BA, Economics, Business

James Engelbrecht James Engelbrecht Houston, Texas Area Details
James Engelbrecht's Paul Comstock Partners Experience August 2009 - March 2015
Job Senior Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass  March 2015 - Present
Paul Comstock Partners   August 2009 - March 2015
Woodway Financial Advisors  September 2007 - January 2009
JP Morgan  August 2004 - May 2006
Cougar Investment Fund, LLC  August 2004 - December 2005
Merrill Lynch & Co.   August 2002 - March 2004
US Army  May 1997 - May 2002

Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives

Education
University of Houston, C.T. Bauer College of Business   2004 — 2007
MBA, Finance

University of Houston, C.T. Bauer College of Business   2003 — 2005
Graduate Certificate, Financial Services Management

United States Military Academy at West Point   1993 — 1997
BS, American Legal System and Systems Engineering

McCullough   1988 — 1992

Natalie Kassenyeva, CFA, PRM Natalie Kassenyeva, CFA, PRM Houston, Texas Area Details
Natalie Kassenyeva, CFA, PRM's Paul Comstock Partners Experience June 1999 - July 2009
Job IST Risk Strategic Credit at BP
Industry Financial Services
Experience
BP  June 2012 - Present
Citibank  August 2010 - July 2012
Merrill Lynch  February 2010 - August 2010
Ascendant Advisors LLC   February 2010 - August 2010
Paul Comstock Partners   June 1999 - July 2009
EXXON Ventures   May 1998 - August 1998
UMCOR  March 1996 - August 1997

Education
CFA Institute   1999 — 2001
CFA Charter

Texas A&M University   1997 — 1999
MS, Finance

Baku State University   1995 — 1997
BS, Applied Math

PRMIA
PRM (Professional Risk Manager)

Stephen C. Browne, CFA Stephen C. Browne, CFA Houston, Texas Area Details
Stephen C. Browne, CFA's Paul Comstock Partners Experience June 1998 - Present
Job Chief Investment Officer at Paul Comstock Partners
Industry Investment Management
Experience
Paul Comstock Partners   June 1998 - Present

Education
Texas Christian University   1996 — 1998
MBA, Finance

University of North Texas
Bachelor of Music

William Berger William Berger Houston, Texas Area Details
William Berger's Paul Comstock Partners Experience May 2015 - Present
Job Managing Director at Paul Comstock Partners
Industry Investment Management
Experience
Paul Comstock Partners   May 2015 - Present
Sentinel Trust Company  2004 - April 2015
Vaughan Nelson Investment Managment   1998 - 2004
Securities Management & Research   1993 - 1998

Skills
Investments, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Finance, Asset Management, High Net Worth..., Investment Management, Wealth, Due Diligence, Hedge Funds, Securities

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance/Investment Management

Miami University   1981 — 1985
BS, Accounting/Finance

Rob Marchand, MBA Rob Marchand, MBA Houston, Texas Area Details
Rob Marchand, MBA's Paul Comstock Partners Experience January 2008 - March 2009
Job Finance Manager at Honda of Spring
Industry Fund-Raising
Experience
Honda of Spring   September 2013 - Present
University of Houston  January 2012 - September 2013
Honda of Spring   May 2011 - December 2011
John Eagel Honda   March 2010 - May 2011
Marchand Financial   2002 - March 2010
Paul Comstock Partners   January 2008 - March 2009
Marimon Business Systems  June 2006 - 2007
Sprint  January 1988 - December 2001

Skills
Leadership, Strategy, Business Planning, Product Management, Management, Telecommunications, B2B, Marketing, Sales, Fundraising, Finance, Sales Operations, Operations Management, Sales Management, Strategic Planning, Human Resources, E-commerce, Customer Service, Business Development, Investments, Analysis, Start-ups, Insurance, Program Management, Budgets, Training, Business Strategy, Management Consulting, Team Leadership, Account Management

Education
University of Houston   1999 — 2000
MBA

Louisiana State University and Agricultural and Mechanical College   1979 — 1987
Bachelor of Science (BS)

Alison Comstock Moss Alison Comstock Moss Houston, Texas Area Details
Alison Comstock Moss's Paul Comstock Partners Experience August 2001 - Present
Job Empowering Beneficiaries & Paul Comstock Partners
Industry Financial Services
Experience
Empowering Beneficiaries   June 2010 - Present
Paul Comstock Partners   August 2001 - Present

Education
Brigham Young University   1998 — 2001
BA, Music - Oboe

Robert Borden Robert Borden Houston, Texas Area Details
Robert Borden's Paul Comstock Partners Experience May 2006 - Present
Job Senior Portfolio Analyst at Paul Comstock Partners
Industry Financial Services
Experience
Paul Comstock Partners   May 2006 - Present
Next Financial  May 2004 - May 2006
Invesco (Formerly AIM Management)   May 1998 - June 1999

Skills
Portfolio Management, Financial Services, Portfolio Optimization, Financial Risk..., Series 7, Investments, Mutual Funds, Fixed Annuities, Uniform Combined State..., Due Diligence, Variable Annuities, Equities, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Securities, Wealth Management, Fixed Income, Investment Advisory, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Planning, Hedge Funds, Investment Management, Equity Research

Education
University of Houston, C.T. Bauer College of Business   2000 — 2002
MBA, Management

The University of Texas at Arlington - College of Business   1996 — 1998
BBA, Finance

Robert Lehmkuhl Robert Lehmkuhl Houston, Texas Details
Robert Lehmkuhl's Paul Comstock Partners Experience February 1992 - May 1993
Job Personal Assistant at Household Employer
Industry Accounting
Experience
Household Employer   August 2008 - Present
PC Data Inc.   May 1993 - August 2008
Paul Comstock Partners   February 1992 - May 1993

Education
Houston Community College   1990 — 1992
Certificate Programs, General Office Occupations and Clerical Services