Evan W. Gerald, CFP® – Partner, Senior Advisor
Evan Gerald is Partner, Senior Advisor at Ulrich Investment Consultants. As a Senior Advisor, Evan works closely with the firm’s CEO and Partners to execute the firm’s vision and core focus. In addition, Evan provides holistic, fiduciary advisory services to affluent individuals and families and, ERISA-covered plans. He also advises Taft-Hartley plans, including health & welfare funds, defined benefit, and defined contribution plans. Evan’s areas of expertise include financial planning, estate planning coordination, asset allocation, manager research and due diligence, and portfolio implementation. He is also a licensed independent insurance agent of the State of Texas. Through the Firm’s partnership with New First Financial Resources (FFR), Evan is able to serve our clients across the nation in regard to their life and health insurance needs.
Prior to joining Ulrich Investment Consultants, Evan served as a Sales Engineer for Johnson Controls, Inc. in San Antonio, Texas. Evan was responsible for developing and managing customer relations and technical sales. Evan graduated from Texas A&M University with a Bachelor of Science in Industrial Distribution and a Minor in Business Administration and has obtained his CFP® certification. While at Texas A&M, he was a three-time letterman for the Aggie Baseball team and a member of the Big 12’s Commissioner Honor. He remains active with the university’s alumni letterman association. Outside of work, Evan enjoys sharing his passion for central Texas barbeque with his daughter.
Evan W. Gerald – Vice President, Relationship Manager
Evan Gerald is Vice President, Relationship Manager at Ulrich Investment Consultants. Evan is responsible for manager research and due diligence functions and serves as a primary point of contact between the Firm, strategic partners, and investment managers. He is also a licensed independent insurance agent of the State of Texas, and through the Firm’s partnership with New First Financial Resources (FFR), he is able to serve our clients across the nation in regards to their life and health insurance needs. Prior to joining Ulrich Investment Consultants, Evan served as a Sales Engineer for Johnson Controls, Inc. in San Antonio, Texas. Evan was responsible for developing and managing customer relations and technical sales. Evan graduated from Texas A&M University with a Bachelor of Science in Industrial Distribution and a Minor in Business Administration and has obtained his CFP® certification. While at Texas A&M, he was a three-time letterman for the Aggie Baseball team and a member of the Big 12’s Commissioner Honor. He remains active with the university’s alumni letterman association. Outside of work, Evan enjoys sharing his passion for central Texas barbeque with his daughter.