Mary Larkin Deen, MBA, Advisory Associate
Mary Larkin Deen, MBA, is an Advisory Associate at Ulrich Investment Consultants. As an Advisory Associate, Mary works closely with the firm’s CEO, John Ulrich, and Senior Partners in client relationship management support.
Prior to joining Ulrich Investment Consultants, Mary served as Director of Special Projects at Collins Permian, a family office involved in direct investments, private equity funds, and various other ventures across major producing basins. Mary graduated from Southern Methodist University with a Bachelor of Science in Sociology, a Bachelor of Arts in Markets and Culture, a Master of Science in Management, and a Master of Business Administration with a focus on strategy. Mary is currently studying to complete her CERTIFIED FINANCIAL PLANNER™ designation.
Outside of work, Mary enjoys golfing with her husband and spending time with friends and family. Mary is actively engaged in the San Antonio community through various philanthropic organizations, including the Witte Museum, the McNay Museum, the San Antonio Zoo, the Texas Biomedical Forum, and Texas and Southwestern Cattle Raisers Association.
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.