Tate Cracknell serves as an Investment Analyst at Ulrich Investment Consultants, supporting the Firm’s Advisors, Director of Research, and Investment Committee in the areas of manager due diligence, asset allocation, and performance monitoring.

In his role, Tate’s responsibilities include portfolio modeling and construction, manager research, and performance measurement, helping to design and oversee customized investment strategies that support the Firm’s clients in achieving their long-term objectives.

Before joining Ulrich, Tate gained experience in the financial industry through an internship with a community bank, where he worked in the commercial insurance sector. He earned his Bachelor of Science in Business Administration with a concentration in Finance from the University of Arizona.

Outside of work, Tate enjoys staying active through fitness and outdoor activities. On weekends, he can often be found spending time with family and friends, playing guitar, or golfing.