Ulrich Investment Consultants
Evan Gerald is an experienced financial professional currently serving as Partner and Senior Advisor at Ulrich Investment Consultants since November 2016, also holding the title of Executive Vice President and previously as Vice President - Relationship Manager. Prior to this role, Evan Gerald worked at Johnson Controls from February 2009 to October 2016 as a Sales Engineer. Evan Gerald earned a Bachelor's degree from Texas A&M University between 2004 and 2008.
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Ulrich Investment Consultants
Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. That’s our target. That’s our aim. Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission. Advisory services offered through UIC, an SEC registered investment adviser.