Preston L. Ulrich

Based in HMC’s Dallas office, Preston Ulrich is a Director responsible for leading sales and marketing efforts across the Southwest and Southern California. Prior to joining the HMC Dallas office, Mr. Ulrich was responsible for sales and marketing across the Southeast and Midwest out of HMC’s Atlanta office, where he joined in 2013. Prior to that, Mr. Ulrich was an Investment Advisor with Waddell & Reed Financial Services where he was responsible for covering high net worth clients. Mr. Ulrich received an M.S. and B.S.B.A. in Finance from Auburn University’s Raymond J. Harbert College of Business. He is a CFA Charterholder and holds FINRA Series 7 and 66 licenses.