Stephen M. Kaufman

Managing Director
713.623.8700
713.204.6542
713.623.8838

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Stephen Kaufman is Chairman of Comiskey Kaufman Consulting, LLC and is a Managing Director with Fulcrum Partners. Together with Gus Comiskey, in 1978, Stephen founded Comiskey Kaufman, Inc. 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. Fulcrum Partners recognizes Stephen as an industry pioneer in designing and funding nonqualified executive benefit plans. 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. Active in his community, he is a member of the Board of Directors for several organizations.

  • National Association of Corporate Directors, Texas Tri-Cities Chapter, Board Member, founding member
  • Jewish Community Centers Association of North America, Board Member
  • Houston Zoo, Inc., Board Member
  • Collaborative for Children, Board Chair
  • Jewish Federation of Greater Houston, Board Member
  • Past Co-General Campaign Chair, United Way of the Texas Gulf Coast
  • Houston Grand Opera Endowment, Board Member

Degrees, Certifications, and Registrations

  • Series 65, 7, and 63 registered
  • Harvard University, Bachelor of Arts in Economics, magna cum laude

Stephen M. Kaufman is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0B58366

Check the background of this investment professional on FINRA's BrokerCheck

Registrations//​Licenses//​Certifications
Publications and Presentations
PSX: The People Strategy Exchange eMagazine (February 2014) Presentation to Houston Chapter, The ERISA Group (May 2013)
  • “Executive Benefits Consulting”
Presentation to the School of Life, Valmark Securities (October 2011)
  • “COLI Marketing Un-Wrapped”
Oil & Gas Financial Journal (October 2008) WorkSpan Magazine (December 2006) Presentation to NACD Texas Tri-Cities Chapter (June 2006)
  • “New SEC Disclosure Rules — Impact Upon Executive Benefits”
Presented jointly with Locke, Liddell, & Sapp and Pearl Meyer & Partners (April 2006)
  • “The New Frontier of Executive Compensation”