Whitney E. Solcher, CFA

Experience

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  Goldman, Sachs & Co.

  Jul 2001 - Nov 2008

  Vice President
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  San Antonio Capital & Trust, LLC

  Feb 2009 - Jun 2013

  President - Investment Management
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  Shepherd Kaplan LLC

  Jun 2013 - Mar 2019

  Principal

  Every investor or fiduciary's objective is to make effective financial decisions. Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

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  Ulrich Investment Consultants

  Apr 2019 - now

  Partner & Chief Investment Officer

  Ulrich Investment Consultants exists to provide exceptional investment consulting and personalized wealth management with the highest levels of integrity and trust while adhering to the strictest fiduciary standards. As an independent, fee-only SEC-registered firm, we serve our clients as a trusted advisor, delivering completely objective, unbiased advice without conflicts of interest. Our disciplined, three-step client process promises Unquestionable Integrity, Consulting with Conviction and Genuine Unbiased Advice.Helping clients define and meet their financial goals requires relationships built on trust, and a clear understanding of each client’s unique needs. For over 30 years, the Ulrich team has been providing informed guidance, insightful thinking, and diligent attention to detail in the pursuit of our clients’ objectives. Our investment and wealth management advice is completely tailored to each client—who include individuals, families, foundations, endowments, and institutional retirement plans—augmented by our strategic partnership with Callan & Associates, the leading institutional investment consulting and research provider. We put trust behind our process, which is thorough, proven and effective. Show less