Whitney Solcher, CFA®
Whitney is a Senior Advisor with primary responsibility for both the Institutional Advisory and Private Wealth Practices, including Foundation, Endowment, Family Office, and high-net-worth clients. Headquartered in San Antonio, 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 18 years of experience in the investment management industry. Prior to joining Shepherd Kaplan, Whitney spent eight years with Goldman Sachs & Co. within their Investment Management Division, where she held the roles of Financial Analyst, Associate, and Vice President. She then returned to San Antonio to help found San Antonio Capital Management, LLC, a Registered Investment Advisory firm. Whitney holds a degree in Business Administration from The University of Texas Business Honors Program, with an additional degree in Finance. She is a CFA Charterholder®. Whitney is actively engaged in the San Antonio community through various philanthropic boards and organizations. She is also an avid equestrian, competing on a national level in the Hunter/Jumper arena.