Doug Lippmann
Client Service Manager
Doug Lippmann serves as a Client Service Manager at Ulrich Investment Consultants, supporting both the Consultants and Operations Teams. Doug is originally from Pennsylvania and graduated from Pennsylvania State University with a Bachelor of Arts in Communication. He has over 15 years of experience in the Finance industry. Prior to joining Ulrich, Doug worked at Captrust as a Team Lead in Wealth Operations, where he was responsible for opening new accounts and training new employees. Doug also worked on the operation team of South Texas Money Management where he was responsible for all aspects of opening new client accounts.
Doug and his wife, Tina, moved to San Antonio from Baltimore, MD in 2017. Outside of work, Doug enjoys golfing, relaxing by the pool with friends, watching live music, and serving his wife and two cats, Willie (Nelson) and Johnny (Cash). Doug and Tina also enjoy cheering for the favorite NFL teams, the Philadelphia Eagles and Baltimore Ravens.