Aaron Schalk – Chief Financial Officer and Senior Accounting Consultant

Aaron Schalk is the Firm’s Chief Financial Officer and Senior Accounting Consultant. Aaron provides support to the firm’s leadership team through financial reporting, planning, and forecasting to achieve management’s internal financial goals and objectives. He also provides support to the Native American Services Division, assisting in specific planning and accounting controls and procedures, including indirect cost proposals for tribal governments.

Aaron has over 20 years of experience in accounting. Prior to joining Ulrich, Aaron spent eight years at a CPA firm in Albuquerque where he prepared tax returns for individuals and small businesses, expanded his knowledge of business accounting and had the opportunity to work on field audits. He then established an accounting consultancy firm, primarily focused on advising small businesses with their internal accounting, accounting infrastructure and client education. Aaron holds a degree in Business Administration with a concentration in Accounting from the University of New Mexico.

Aaron lives in Albuquerque, NM where he, his wife and their pups enjoy camping in the northern New Mexico mountains. He also tends to his beehive and backyard gardening where he finds peace.

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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.