Whitney Solcher

Directeur en chef des Investissements chez Ulrich Consulting & Investment Group LLC

Profil

Ms. Whitney E.
Solcher, CFA, is a Partner, Senior Advisor & Chief Investment Officer at Ulrich Consulting & Investment Group LLC.
Her 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.
Ms. Solcher brings more than 20 years of experience in the investment management industry.
Prior to joining Ulrich, she 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.
She received her undergraduate degree from The University of Texas at Austin.

Postes actifs de Whitney Solcher

Sociétés	Poste	Début
Ulrich Consulting & Investment Group LLC	Directeur en chef des Investissements	01/12/2020

Formation de Whitney Solcher

The University of Texas at Austin

Undergraduate Degree