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Matt Ulrich

Director of Investment Research

Ulrich Investment Consultants

United States, Texas, San Antonio

About Me

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

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Profile Information

Director of Investment Research

Ulrich Investment Consultants

Investment Team

Investor

Consultant

San Antonio

Texas

United States

Jun 25, 2024

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