Andrew Ulrich

Client Assistant

Andrew joined the Fourth Dimension Wealth team as a Client Services Assistant immediately following his graduation from John Carroll University in May 2022. While pursuing a degree in both Finance and Economics, Andrew developed a fascination with personal finance and the markets. He began actively taking courses in these subjects to further his knowledge and solidify his passion. In addition to his studies, Andrew became involved in JCU’s student run investment fund managing $500,000 of the school’s endowment. He developed skills both researching the financial markets and presenting the data back to his classmates. Andrew has stepped into his role under Doug with several responsibilities including facilitating the movement of client’s accounts, transferring funds, and financial research.

 

Having run cross country while growing up, Andrew is an avid runner and enjoys competing in 5k races throughout the year. Being a product of the city, Andrew has a strong passion and an unrelenting optimism for Cleveland sports. You can always find him watching a Guardians game or explaining how this year is finally the Browns year to win it all.

Phone 330-522-1335
Fax 330-664-2287