Brent McDermott, Director of Investment Operations
Brent McDermott is the Director of Investment Operations at Ulrich Investment Consultants. His primary focus is the overall management and operations of the Firm’s Performance Management and Reporting tool, Black Diamond. Prior to joining Ulrich, Brent worked in the FinTech software industry, including over ten years with Black Diamond where he served as a subject matter expert in several areas. Prior to entering the technology side of the finance industry, Brent worked as a broker at Fidelity where he supported the Private Client Group network.
Brent received his Bachelor’s in Business Management from The University of North Florida in Jacksonville, Florida. When away from work, Brent enjoys spending time with his wife and four children, going to the beach and fishing.
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.