Jacky Phan – Investment Analyst
Jacky is an Investment Analyst at Ulrich Investment Consultants. Jacky came to Ulrich from CAPTRUST, where he provided financial planning and investment management services to individuals and families. Jacky works with the investment team at Ulrich in the areas of fund and manager research, asset allocation, and quarterly monitoring with a focus on Alternative Investments.
Jacky obtained his Bachelor’s Degree in Finance with honors from the University of Texas at San Antonio in 2019. Outside of the office, he enjoys spending time with his 5 pets, fencing, and other indoor activities.
Whitney E. Solcher, CFA® – Senior Consultant & CIO
Whitney is the Firm’s Chief Investment Officer, Partner, and Senior Consultant. Whitney’s 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.
Whitney brings more than 19 years of experience in the investment management industry. Prior to joining Ulrich, Whitney 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. Whitney holds a degree in Business Administration from The University of Texas Business Honors Program, with an additional degree in Finance. She is a CFA Charterholder®.
Whitney is actively engaged in the San Antonio community through various philanthropic boards and organizations where she has served, including St. Mary’s Hall, the San Antonio Area Foundation, Alamo Colleges, the Witte Museum, Trinity University, the Greater Chamber of Commerce, and the Texas Biomedical Research Institute. She is also an avid equestrian, competing on a national level in the Hunter/Jumper arena.