Mikel Wagner – Client Service Associate
Mikel Wagner serves as a Client Service Associate at Ulrich Investment Consultants, supporting both the Consulting Services and Operations teams. She manages client communications, electronic document flow and is also instrumental in helping coordinate the firm’s administrative and marketing initiatives.
Mikel is a native New Mexican. She graduated from the University of New Mexico with a Bachelor of Arts in both Spanish and English. After graduation, Mikel joined her family’s accounting firm in Los Alamos and worked in administration and monthly accounting services. Prior to joining Ulrich, Mikel worked as an office manager for a car dealership, a stay-at-home mom, and most recently as a bookkeeper and billing specialist for a law firm.
In her free time, Mikel enjoys camping and hiking with her husband, a conservation biologist, and her two teen-aged children. She also enjoys sewing, reading, and volunteering at her kids’ schools.
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.