John Ulrich active positions
Companies | Position | Start | End |
---|---|---|---|
Ulrich Investment Consultants
Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Chief Executive Officer | - | - |
Founder | - | - | |
President | - | - | |
Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Chief Executive Officer | 01/12/2020 | - |
Founder | 01/12/2020 | - | |
President | 01/12/2020 | - | |
New Mexico State Investment Council (Investment Management) | Investment Committee Member | - | - |
Career history of John Ulrich
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 2 |
Founder | 2 |
President | 2 |
Sectoral
Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Ulrich Investment Consultants
Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Finance |
Ulrich Consulting & Investment Group LLC
Ulrich Consulting & Investment Group LLC Investment ManagersFinance Ulrich Consulting & Investment Group LLC, dba Ulrich Investment Consultants (UIC), is an independent investment advisory firm headquartered in Albuquerque, New Mexico. The firm was founded in 2020 and is a subsidiary of Ulrich Consulting Group LLC. UIC offers superior investment advice, valuable insights and innovative solutions to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, Native American governments and affiliated entities. | Finance |
New Mexico State Investment Council (Investment Management) | Finance |
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