Affluent Families' Trusted Financial Advisor Since 2003
Affluent Families Trusted Financial Advisor Since 2003
For more than 16 years, FAMILY OFFICE ADVISORS has been serving the needs of high-net-worth individuals and families when it comes to their financial and wealth management. To meet this need, we orchestrate the total wealth management process and work together with your trusted professionals.
Our co-founder, Charles S. Comer, has an extensive background in the related fields of financial planning, portfolio strategy and investments. He leverages his solid expertise and experience in serving all our clients.
Charles S. Comer, CMT | Managing Member
Before co-founding FAMILY OFFICE ADVISORS, Charles Comer built a widely recognized career in the investment industry. He has been published in Barron’s and was a frequent guest on investment-oriented television programs such as Wall Street Week, CNBC, and other network programs.
Mr. Comer’s more than 30 years of hands-on market experience gives FAMILY OFFICE ADVISORS the depth of investment perspective to capitalize on opportunities and to avoid pitfalls less seasoned investors might not recognize. His strategic vision and broad knowledge of financial markets and investing have created a demand for his services at numerous seminars and teaching engagements.
His reputation and extensive knowledge were recognized by his peers who elected him president of the New York Society of Security Analysts (Recently renamed the CFA Society New York), where he is a member of the High Net Worth Committee. He also served as the president of the Market Technicians Association.
He remains active in those organizations and other professional societies, including the CFA Institute (formerly the Association for Investment Management and Research), where he was a long-serving member of the Disciplinary Review Committee that is responsible for enforcing the Society's Code of Ethics and Standards of Professional Conduct.
Mr. Comer is a Chartered Market Technician® (CMT) and is registered with the New York Stock Exchange (NYSE), the Financial Industry Regulatory Authority (FINRA) and many states. Additionally, he holds a range of licenses for diverse roles, including investment advisor, supervisory analyst, general principal, and research principal, among others.
He holds elected office on the Board of Trustees, of the Village of Baxter Estates, Long Island, NY, where he serves as Deputy Mayor. He earned a B.A. in Economics and Foreign Trade at the Universidad de las Américas in Mexico City.
Prior to co-founding Family Office Advisors, Mr. Comer served as the market strategist for Oppenheimer & Co. Inc. Subsequently, at Credit Lyonnais Securities, he held the titles of managing director and senior vice president filling the roles of director of research, portfolio strategist, and global research coordinator.
At FAMILY OFFICE ADVISORS, he draws upon his extensive experience in portfolio strategy and asset allocation to structure clients’ portfolios toward achieving their investment goals.