Profil
John Paul Ulrich is the founder and current President & CEO of Ulrich Consulting & Investment Group LLC, which was founded in 2020.
He is also the founder of Ulrich Investment Consultants.
Currently, he holds the position of Advisory Member of Investment Committee at New Mexico State Investment Council (Investment Management).
Postes actifs de John Ulrich
| Sociétés | Poste | Début |
|---|---|---|
Ulrich Investment Consultants
 Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Directeur Général | - |
Ulrich Consulting & Investment Group LLC
 Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Directeur Général | 01/12/2020 |
| New Mexico State Investment Council (Investment Management) | Membre du Comité d'Investissement | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Ulrich Investment Consultants
Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Finance |
Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Finance |
| New Mexico State Investment Council (Investment Management) | Finance |
