Andrew D. Stone is an attorney at law, admitted to practice under the laws of the States of New York and New Jersey, and has practiced law for the past 40 years.
He received a JD degree from the University of Pennsylvania Law School in 1971, and a BA degree (with Honors in Government) from Wesleyan University in Middletown, Connecticut in 1968. Upon graduation from law school, Mr. Stone served as law clerk to the Hon. Nathan L. Jacobs, a Justice of the Supreme Court of the State of New Jersey.
From 1992 through 2011, he served as General Counsel for McMahan Securities Co. L.P., a broker-dealer registered with the SEC and FINRA, and the Argent Funds Group of investment funds and advisers located in Greenwich, Connecticut (now known as Centaur Funds Group). Both firms specialized in convertible securities and at their peak, the Argent Funds Group of funds had over $4 billion of investor capital under management. Mr. Stone had occasion to deal directly with many of the funds’ investors, including numerous family offices, institutions and individuals. Prior to joining McMahan Securities and Argent Funds Group, Mr. Stone was in private practice as a general corporate, securities, and real estate attorney for more than 20 years, most of which was spent with major New York City law firms,including Weil, Gotshal & Manges, Rogers & Wells, and Wien, Malkin & Bettex.
Mr. Stone has written numerous articles on the private placement of securities and other investment matters that have appeared in the University of Pennsylvania Law Review, The Business Lawyer (published by the American Bar Association), and the Journal of Real Estate Finance.
Before co-founding FAMILY OFFICE ADVISORS, Charles Comer built a widely recognized career in the investment industry. Published in Barron’s and a frequent guest on investment-oriented television programs from Wall $treet Week to CNBC to network programs, Mr. Comer’s 30-plus 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 markets and investing has created a demand for his services at numerous seminars and teaching engagements.
Mr. Comer’s reputation and extensive knowledge was recognized by his peers who elected him President of the New York Society of Security Analysts where he is currently a member of the High Net Worth Committee. He was also President of the Market Technicians Association. He remains active in those organizations and in other professional societies including the CFA Institute (formerly the Association for Investment Management and Research/AIMR), where he was a long-serving member of the Disciplinary Review Committee, responsible for enforcing the Code of Ethics and Standards of Professional Conduct. He is a Certified Market Technician and is registered with the New York Stock Exchange (NYSE) and the Financial Industry Regulatory Authority (FINRA), holding Supervisory Analyst, General Principal, Research Principal, Investment Advisor and Investment Banking licenses, among others.
He holds elected office on the Board of Trustees where he is Deputy Mayor of the Village of Baxter Estates, Long Island, New York. He earned a B.A. in Economics and Foreign Trade at the University of the Americas in Mexico City.
Mr. Comer served as the Market Strategist for Oppenheimer & Company. At Credit Lyonnais Securities, his most recent employer, he held the titles of Managing Director and Senior Vice President, where he was Director of Research, Portfolio Strategist and Global Research Coordinator. At Family Office Advisors he draws on his extensive experience in portfolio strategy and asset allocation to structure clients’ portfolios toward achieving their investment goals.