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.
Aktiva positioner av Whitney Solcher
| Företag | Position | Start |
|---|---|---|
Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance UIC gathers all relevant data to build a comprehensive financial solution that meets their clients’ risk and return requirements. The firm designs an appropriate asset allocation and seamless transition plan and optimizes portfolios about asset location and cash flow needs. | Chef för investeringar | 2020-12-01 |
Whitney Solchers utbildningar
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Kopplade företag
| Privata företag | 2 |
|---|---|
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance UIC gathers all relevant data to build a comprehensive financial solution that meets their clients’ risk and return requirements. The firm designs an appropriate asset allocation and seamless transition plan and optimizes portfolios about asset location and cash flow needs. | Finance |
















