Molly P. Ritz, CFP® – Partner, Director of Investment Advisory Services
Molly Ritz is a Partner at the firm and serves as Director of Investment Advisory Services. Molly is actively involved in the investment and rebalancing of client accounts, monitors compliance with investment guidelines, and oversees the development of comprehensive financial plans for the Firm’s clients. Her primary responsibilities also include client relationship management, investment reporting, and preparation of requests for proposal.
Molly started her career in the financial services industry in 2006, when she began working with the Ulrich team. She has extensive experience in areas, including client support and communication, account administration, and investment performance reporting. She collaborates with the capital markets review team, adjusts portfolio modeling and implements asset allocation, and investment manager changes. Molly has developed a well rounded and client-centered approach to servicing the firm’s clients.
Molly graduated from the University of New Mexico with a BA degree in Studio Arts. She holds the Series 63 and 65 licenses and is a registered investment advisor representative. Molly has also obtained her CERTIFIED FINANCIAL PLANNER™certification. When away from the office, Molly enjoys traveling, exploring the New Mexico Bosque with her husband and three dogs, and hitting the slopes during the winter months.
Molly P. Ritz, CFP® – Vice President
Molly Ritz is Vice President, Investment Consulting Services at Ulrich Investment Consultants. Molly is actively involved in the investment and rebalancing of client accounts, monitors compliance with investment guidelines, and assists in the development of comprehensive financial plans for the Firm’s clients. She also plays an integral role in client relationship management, investment reporting, and preparation of requests for proposal.
Molly started her career in the financial services industry in 2006, when she began working with the Ulrich team. She has extensive experience in areas, including client support and communication, account administration, and investment performance reporting. She collaborates with the capital markets review team, adjusts portfolio modeling and implements asset allocation, and investment manager changes. Molly has developed a well rounded and client-centered approach to servicing the firm’s clients.
Molly graduated from the University of New Mexico with a BA degree in Studio Arts. She holds the Series 63 and 65 licenses and is a registered investment advisor representative. Molly has also obtained her CERTIFIED FINANCIAL PLANNERTM certification. When away from the office, Molly enjoys traveling, exploring the New Mexico Bosque with her husband and three dogs, and hitting the slopes during the winter months.