Matt is Partner, Director of Investment Research at Ulrich Investment Consultants. Matt came to Ulrich after a year-long tenure as a Valuation Associate with Andersen Tax, a global company that provides tax, valuation, financial advisory, and consulting services. Matt works closely with the investment team at Ulrich in areas of fund research and ongoing quarterly monitoring. He is also responsible for developing and maintaining tools and analytics associated with portfolio modeling and construction, manager research and monitoring, and performance measurement. Matt also assists in the development of comprehensive financial plans for the firm’s clients. Matt obtained a Master’s Degree in F


Matt Ulrich
Director of Investment Research
Ulrich Investment Consultants
United States, Texas, San Antonio
About Me
Profile Information
Director of Investment Research
Ulrich Investment Consultants
Investment Team
Investor
Consultant
San Antonio
Texas
United States
Jun 25, 2024
More profiles to browse
Whitney E. Solcher
Partner, Senior Advisor & Chief Investment Officer
JU
John Ulrich
President & CEO
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc