Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Steven Moise | M | - |
New Mexico State Investment Council (Investment Management)
| 14 years |
Lori S. Neel | F | - |
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. | 9 years |
Harold Lavender | M | - |
New Mexico State Investment Council (Investment Management)
| 13 years |
Michael Messina | M | - |
New Mexico State Investment Council (Investment Management)
| 5 years |
Nick Telles | M | - |
New Mexico State Investment Council (Investment Management)
| 4 years |
Whitney Solcher | F | - |
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. | 4 years |
Connections Chart
Multi-company connection
Statistics
Country | Connections | % of total |
---|---|---|
United States | 6 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- John Ulrich
- Personal Network