Administration

 

Accounting, Administrative and Human Resources

Barbara Karwoski, CPA
Chief Financial Officer

Ms. Karwoski joined SOL Capital Management Company in October 2013. As Chief Financial Officer, she leads the firm’s accounting, administrative and human resource functions.

Prior to joining SOL Capital Management, Ms. Karwoski was a professional consultant working for a variety of companies, including a long-term engagement with the international tax group at Marriott International Inc. Ms. Karwoski also has been involved in several entrepreneurial ventures in recent years. Prior to moving to the DC metro area, Ms. Karwoski served as the controller for an Atlanta based real estate investment firm. She began her career in public accounting, with an emphasis in auditing.

Ms. Karwoski earned a BBA in Accounting from Kennesaw State University and is an active CPA.


Colette Zongo
Senior Accountant

Ms. Zongo joined SOL Capital Management Company in September 2016. As Senior Accountant, she assists in the firm’s accounting function, as well as provides support to administrative and human resource functions.

Prior to joining SOL Capital Management Company, Ms. Zongo worked as a Commissions Specialist for an independent broker-dealer firm in Bethesda, MD.  During this time, she was responsible for handling daily inquiries from advisors, reconciliation of advisor commission activity accounts, and processing bi-weekly payroll. In addition, Ms. Zongo also worked as an Assistant Project Accountant for Turner Construction Company in Arlington, VA where she handled billing to the owner and payment to local subcontractors.

Ms. Zongo holds a BS in Finance and International Business from the Robert H. Smith School of Business at the University of Maryland, College Park.


Sergio Contijoch
Administrative Coordinator

Mr. Contijoch joined SOL Capital Management in November of 2017. He is responsible for daily office administration and supporting all functional teams.

Prior to joining SOL, Mr. Contijoch attended Lehigh University’s College of Arts and Sciences, obtaining Bachelor of Art degrees in both International Relations and Earth & Environmental Science. Throughout his undergraduate studies, Mr. Contijoch held internship positions at a variety of organizations including: The Mexican Embassy in Washington, D.C., GAVI the Global Alliance in Switzerland, and the Cordier Law Offices, LLC in Rockville MD.   



Technology and Business Analysis

Kyle Whelan
Business Analyst

Mr. Whelan joined SOL Capital Management Company in July 2005. As Business Analyst, his areas of responsibility include process development, technology and integration initiatives, and business continuity. He has previously held positions in both the client services and investment groups at SOL, most recently as Client Relations Manager.

Prior to joining SOL, Mr. Whelan was an account executive for a well-known marketing firm in the DC metro area. Mr. Whelan also has served as membership manager for a nonprofit organization, where he gained significant experience in operations management, accounting, and database administration.

Mr. Whelan holds both an MBA and an MS in Finance from the Robert H. Smith School of Business at the University of Maryland. He also holds a BA in Economics with a Certificate of Management in Accounting/Finance from the University of Rochester.

Mr. Whelan is a Registered Investment Adviser Representative.

 

Records Management

Jeffrey Lewis
Information Governance Manager

Mr. Lewis joined SOL Capital Management in July 2013. In his position as Information Governance Manager, he is responsible for ensuring that Generally Accepted Recordkeeping Principles® are adhered to. Mr. Lewis is also responsible for administrating the company’s electronic records management system and software suite to ensure efficiency and best information management practices.

Prior to joining SOL, Mr. Lewis worked as a government contractor as a records analyst. He has worked in many different aspects of information management functioning as a content analyst for a private software firm, database manager for a private non-profit and a Recorded Media Intern at the National Baseball Hall of Fame Library and Museum. In October 2013 he was published in eForensics Magazine for an article entitled, “A Primer on Metadata Analysis.”

Mr. Lewis holds a BS in English Preprofessional from Ball State University where he was a Virginia Ball Center Scholar. He also holds a Master of Library Science degree from Indiana University with a Specialization in Special Collections. Mr. Lewis is a Certified Information Professional (CIP) from the Association of Information and Image Management (AIIM).