Whitney E. Solcher, Cfa
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Whitney E. Solcher, Cfa Email & Phone Number

Partner and Chief Investment Officer at Ulrich Investment Consultants
Location: San Antonio, Texas, United States 5 work roles 2 schools
1 work email found @ulrichcg.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Ulrich Investment Consultants
Role
Partner and Chief Investment Officer
Location
San Antonio, Texas, United States
Company size
21 employees

Who is Whitney E. Solcher, Cfa? Overview

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Quick answer

Whitney E. Solcher, Cfa is listed as Partner and Chief Investment Officer at Ulrich Investment Consultants, a with 21 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at ulrichcg.com and a matched LinkedIn profile for Whitney E. Solcher, Cfa.

Whitney E. Solcher, Cfa previously worked as Partner & Chief Investment Officer at Ulrich Investment Consultants and Principal at Shepherd Kaplan Llc. Whitney E. Solcher, Cfa holds Business Honors, Business Honors And Finance from The University Of Texas At Austin.

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Email format at Ulrich Investment Consultants

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*@ulrichcg.com
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Profile bio

About Whitney E. Solcher, Cfa

Experienced investment professional with a demonstrated history of working in the fiduciary advisory industry. Strong education, professionally skilled in wealth advisory, asset allocation, manager due diligence, portfolio implementation, performance measurement, estate planning coordination, and constructing customized investment solutions for clients.

Listed skills include Finance, Investment Management, Investments, Asset Management, and 28 others.

Current workplace

Whitney E. Solcher, Cfa's current company

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Ulrich Investment Consultants
Ulrich Investment Consultants
Partner and Chief Investment Officer
San Antonio, TX, US
Website
ulrichcg.com
Employees
21
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Company profile
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5 roles

Whitney E. Solcher, Cfa work experience

A career timeline built from the work history available for this profile.

Partner & Chief Investment Officer

Current
Ulrich Investment Consultants

San Antonio, Texas

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.

Apr 2019 - Present

Principal

Shepherd Kaplan Llc

San Antonio

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.

Jun 2013 - Mar 2019

President - Investment Management

San Antonio Capital & Trust, Llc

San Antonio, Tx

Feb 2009 - Jun 2013

Vice President

Goldman, Sachs & Co.
Jul 2001 - Nov 2008
Team & coworkers

Colleagues at Ulrich Investment Consultants

Other employees you can reach at ulrichcg.com. View company contacts for 21 employees →

JP Jacky Phan Jacky Phan Colleague at Ulrich Investment ConsultantsSan Antonio, Texas, United States View → BC Becky Crowder Becky Crowder Colleague at Ulrich Investment ConsultantsSan Antonio, Texas, United States View → AR Amanda Romero Amanda Romero Colleague at Ulrich Investment ConsultantsAlbuquerque, New Mexico, United States View → ML Mary Larkin Deen Mary Larkin Deen Colleague at Ulrich Investment ConsultantsSan Antonio, Texas, United States View → RC Rebecca Crowder, Cws®, Csop Rebecca Crowder, Cws®, Csop Colleague at Ulrich Investment ConsultantsSan Antonio, Texas, United States View → JU John Ulrich , Cfp ® John Ulrich , Cfp ® Colleague at Ulrich Investment ConsultantsSan Antonio, Texas, United States View → DM Divyank Mehta Divyank Mehta Colleague at Ulrich Investment ConsultantsAustin, Texas, United States View → AS Aaron Schalk Aaron Schalk Colleague at Ulrich Investment ConsultantsAlbuquerque, New Mexico, United States View → SK Steven K. Steven K. Colleague at Ulrich Investment ConsultantsDenver, Colorado, United States View → JF Joann Fernandez-Lapington Joann Fernandez-Lapington Colleague at Ulrich Investment ConsultantsSanta Fe, New Mexico, United States View →
2 education records

Whitney E. Solcher, Cfa education

Education record

Saint Mary'S Hall
FAQ

Frequently asked questions about Whitney E. Solcher, Cfa

Quick answers generated from the profile data available on this page.

What company does Whitney E. Solcher, Cfa work for?

Whitney E. Solcher, Cfa works for Ulrich Investment Consultants.

What is Whitney E. Solcher, Cfa's role at Ulrich Investment Consultants?

Whitney E. Solcher, Cfa is listed as Partner and Chief Investment Officer at Ulrich Investment Consultants.

What is Whitney E. Solcher, Cfa's email address?

AeroLeads has found 1 work email signal at @ulrichcg.com for Whitney E. Solcher, Cfa at Ulrich Investment Consultants.

Where is Whitney E. Solcher, Cfa based?

Whitney E. Solcher, Cfa is based in San Antonio, Texas, United States while working with Ulrich Investment Consultants.

What companies has Whitney E. Solcher, Cfa worked for?

Whitney E. Solcher, Cfa has worked for Ulrich Investment Consultants, Shepherd Kaplan Llc, San Antonio Capital & Trust, Llc, and Goldman, Sachs & Co..

Who are Whitney E. Solcher, Cfa's colleagues at Ulrich Investment Consultants?

Whitney E. Solcher, Cfa's colleagues at Ulrich Investment Consultants include Jacky Phan, Becky Crowder, Amanda Romero, Mary Larkin Deen, and Rebecca Crowder, Cws®, Csop.

How can I contact Whitney E. Solcher, Cfa?

You can use AeroLeads to view verified contact signals for Whitney E. Solcher, Cfa at Ulrich Investment Consultants, including work email, phone, and LinkedIn data when available.

What schools did Whitney E. Solcher, Cfa attend?

Whitney E. Solcher, Cfa holds Business Honors, Business Honors And Finance from The University Of Texas At Austin.

What skills is Whitney E. Solcher, Cfa known for?

Whitney E. Solcher, Cfa is listed with skills including Finance, Investment Management, Investments, Asset Management, Alternative Investments, Private Equity, Due Diligence, and Strategic Planning.

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