Fulcrum Partners Houston

About

About Fulcrum Partners, Houston, Texas

Gus Comiskey and Stephen Kaufman

In 2007, Gus Comiskey and Stephen Kaufman left their roles as Independent Consultants with Clark Consulting and joined with a select group of other former Clark Consultants as part of the executive benefits consultancy, Fulcrum Partners LLC. Although the company was new, the experience behind it was not. The fourteen seasoned professionals at Fulcrum Partners serve their clients with more than 200 years of combined professional experience. At Fulcrum Partners Houston, Gus Comiskey and Stephen Kaufman have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, underwriting life insurance needs through Comiskey Kaufman Consulting, LLC.

Executive Benefits, Disability Income, Supplemental Benefits, Estate Planning

 Gus Comiskey, Jr., Managing Director at Fulcrum Partners

Gus Comiskey, Jr. is a Managing Director with Fulcrum Partners and the President of Comiskey Kaufman Consulting, LLC. Together with Stephen Kaufman, in 1978, Gus founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Gus joined Clark as a Managing Director in their southwest region.

Degrees, Certifications, and Licenses: Series 7 License, Series 24 License, Series 63 License, Series 65 License. Harvard Business School, Continuing Studies. The Wharton School, University of Pennsylvania, Master of Business Administration. Southern Methodist University, Bachelor of Business Administration.

Gus Comiskey has been actively involved in professional and community service organizations throughout his career. Among the organizations he has devoted his time and talents to are:

To learn more about how Fulcrum Partners Houston can help you and your organization, download this report from Gus Comiskey: Predictability in Times of Uncertainty

Check the background of this investment professional on FINRA’s BrokerCheck.
Gus Comiskey is affiliated with ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

Stephen M. Kaufman, Managing Director at Fulcrum Partners

Stephen Kaufman is a Managing Director with Fulcrum Partners and the Chairman of Comiskey Kaufman Consulting, LLC. Together with Gus Comiskey, in 1978, Stephen founded Comiskey Kaufman, Inc., as one of the industry pioneers in designing and funding nonqualified executive benefit plans. After selling their organization to Clark Consulting in 2002, Stephen joined Clark as a Managing Director in their southwest region. In 2007, Stephen and Gus elected to become Independent Consultants of Clark Consulting and later to join with other Clark Consultants in forming Fulcrum Partners. Stephen and Gus have a sub-specialty of working with high net worth individuals and family businesses in estate and business succession planning, particularly in underwriting their life insurance needs. Stephen also shares his extensive knowledge of executive benefits through numerous speaking engagements and published articles.

Degrees, Certifications, and Licenses: Series 7 License, Series 63 License, Series 65 License. Harvard University, Bachelor of Arts in Economics, magna cum laude.

Check the background of this investment professional on FINRA’s BrokerCheck.
Stephen M. Kaufman is affiliated with ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc.

 

At Fulcrum Partners we ask: what goals inspire you?

At Fulcrum Partners we’re here to help ensure that you reach your finish line with your dreams intact and your goals secure. 

Gus Comiskey, Managing Director at Fulcrum Partners       Karen and Gus Comiskey

Gus Comiskey and his wife Karen are active in charitable work and service in the Houston community. Gus also enjoys ranching, golfing, fishing, and especially spending time with Gus and Karen’s two sons and four grandsons.

Stephen Kaufman, Executive Benefits Consulting, Fulcrum Partners      Ann and Stephen Kaufman

Stephen Kaufman and his wife Ann are widely recognized in the Houston community for their leadership and support of worthy and charitable initiatives. Committed to travel, education, and exploring the world themselves, through their service and generosity the Kaufmans have opened doors of opportunity for others.

Ann and Stephen Kaufman Jewish Book & Arts Fair
 In 2013, Ann and Stephen Kaufman were honored with the renaming of the annual Jewish Book & Arts Fair as “The Ann and Stephen Kaufman Jewish Book and Arts Fair.” Featuring literary and cultural events, this is one of the largest Jewish book fairs in the nation.  (Read the Fulcrum Partners media release here: Stephen Kaufman of Fulcrum Partners Creates Legacy Through the Houston Jewish Book & Arts Fair)

You can learn more about the legacy of Ann and Stephen Kaufman at: Fulcrum Partners Inspire:  Ann and Stephen Kaufman Jewish Book & Arts Fair.

Additional Resources from Gus Comiskey and Stephen Kaufmann

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Fulcrum Partners on YouTube: youtube.com/user/fulcrumpartnersllc

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Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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