Paul L. Comstock is Chairman of Paul Comstock Partners which is a fee-only financial advisory firm providing high net worth individuals and families with assistance in wealth management and transfer strategies. In addition, the firm serves the investment counsel needs of both public and private eleemosynary organizations. The firm currently oversees the management of over $1.5 Billion in financial assets. He holds a B.S. in Business from Rochester Institute of Technology, Rochester, NY and a M.S. in Financial Services from The American College, Bryn Mawr, PA. He is a Chartered Life Underwriter and Chartered Financial Consultant. Paul is a member of the Investment Management Consultants Association and the National Committee on Planned Giving where he is curretly a member of the Ethics Committee and previously served as President and a member of the Board of Directors. He was Chairman of the Board of Creekwood Capital Corporation, is a Board member and past President of Planned Giving Council of Houston, is Treasurer and a member of the Board of Governors of the Center on Philanthropy of Indiana University, is Chairman of the Advisory Board and past President of the Houston Chapter of BYU Management Society, and is a past member of the Board of Directors of Houston Estate and Financial Forum. Paul is a frequent seminar speaker on the following topics: Financial Parenting through Family Philanthropy Developing Wealth Responsibility in the Rising Generation Donor Friendly Investment of Exempt Organization Assets Following is a list of Paul's published articles: Financial Parenting Through A Family Foundation, Trust & Estates, August 1992 Family Foundations: Transferring More Than Money, Advancing Philanthropy, Fall 1993 Don't Eat the Chickens, Thoughts on Family Capital Preservation through Philanthropy, The Journal of Gift Planning, 1st Quarter 1999. |