Whitney Solcher New Partner at Ulrich Investment Consultants
SAN ANTONIO, TEXAS, May 15 —Whitney Solcher, a Chartered Financial Analyst, brings eighteen years of experience in fiduciary wealth management to her new position at Ulrich. Her specific expertise is in wealth advisory, portfolio construction, manager selection and estate planning coordination for taxable clients. She advises to foundations, endowments, affluent families, family offices, and institutional clients.
Ms. Solcher completed a dual Bachelor’s degree in Business Honors and Finance from the University of Texas at Austin and completed the CFA program during her tenure at Goldman Sachs. She is actively involved in community and philanthropic organizations, serving on both the Board of Trustees and Executive Committee for Saint Mary’s Hall, while serving as Chair of
the Investment Committee, and is also currently a Trustee of the Texas Biomedical Forum, which serves the Texas Biomedical Research Institute, and is the immediate past Gala Chair.
She has served in financial and investment roles for the San Antonio Area Foundation, the Mind Science Foundation and Alamo Colleges, among others. And she is a past chair of the finance committee for the Greater San Antonio Chamber of Commerce.
“I am very grateful to have Whitney on board to provide leadership for the firm. As our new Chief Investment officer, Whitney brings an extensive investment and financial analysis resource to us, which will assist in fulfilling our mission of providing proactive and effective guidance to support institutional investment fiduciaries and affluent families in managing and implementing their most
important investment and business decisions”, says John Ulrich, Founder and CEO of Ulrich Investment Consultants. Ulrich Investment Consultants is an independent, SEC-registered investment advisory firm, serving affluent families and individuals, charitable organizations, foundations, endowments, retirement plans and Native American nations through its offices in San Antonio, Albuquerque and Spokane.
If you would like more information about this topic, please call John Ulrich at 866-608-9100 or email email@example.com.