Whitney is the Firm’s Chief Investment Officer, Partner, and Senior Advisor. Whitney’s 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. Whitney brings more than 20 years of experience in the investment management industry. Prior to joining Ulrich, Whitney spent eight years with Goldman Sachs & Co. within their Investment Management Division, where she held the ro