Whitney Solcher
Chief Investment Officer bij Ulrich Consulting & Investment Group LLC
Profiel
Ms. Whitney E.
Solcher, CFA, is a Partner, Senior Advisor & Chief Investment Officer at Ulrich Consulting & Investment Group LLC.
Her experience includes fiduciary wealth advisory services to Institutional, Foundation, Endowment, Family Office, and high-net-worth clients.
Whitney’s areas of expertise include wealth advisory, asset allocation, manager due diligence, portfolio implementation, performance measurement, estate planning coordination, and constructing customized investment solutions for clients.
Ms. Solcher brings more than 20 years of experience in the investment management industry.
Prior to joining Ulrich, she spent eight years with Goldman Sachs & Co. within their Investment Management Division, where she held the roles of Financial Analyst, Associate, and Vice President.
She then returned to San Antonio to help found San Antonio Capital Management, LLC, a Registered Investment Advisory firm, which she grew and sold to a regional bank.
She was then recruited to a Boston based institutional consultant, where she spent six years working with both institutional and private clients and was also a member of the firms’ Investment Committee.
She received her undergraduate degree from The University of Texas at Austin.
Actieve functies van Whitney Solcher
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Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Chief Investment Officer | 01-12-2020 |
Opleiding van Whitney Solcher
The University of Texas at Austin | Undergraduate Degree |
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Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Finance |