Administration

 

Accounting, Administrative and Human Resources

Barbara Karwoski
Controller

Ms. Karwoski joined SOL Capital Management Company in October 2013. As Controller, she leads the firm’s accounting function, as well as oversees and provides support to the 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
Staff Accountant

Ms. Zongo joined SOL Capital Management Company in September 2016. As Staff 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.



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
Records Management Program Manager

Mr. Lewis joined SOL Capital Management in July 2013. In his position as Records Management Program 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).


Client Reporting and Account Administration

Ashley Staten
Client Reporting
Administrator

Ms. Staten joined SOL Capital Management in May 2010. She is responsible for SOL’s Client Reporting System and has developed, implemented and maintains the system ensuring accuracy and consistency. Additionally, Ms. Staten constantly improves the system through regular audits and reviews.

Previously, Ms. Staten was a Client Relations Assistant at SOL where she assisted in processing daily inquiries from both international and domestic clients. 

Prior to joining SOL and while pursuing her education, Ms. Staten worked for Farr, Miller & Washington, LLC. During this time, she performed a wide variety of tasks that were essential to the firm including: back office operations, client relations, office and data management, and accounting.

Ms. Staten holds a Bachelors of Science in Global Business and Public Policy from the University of Maryland, University College and an Associate’s Degree in Business Administration.

 


Sandra Amaguaña*
Client Relations Administrator

Ms. Amaguaña joined SOL Capital Management Company in April 2014. She is responsible for new account setup and supporting the client services team.

Prior to joining SOL, Ms. Amaguaña was a senior research analyst at Ipreo Holdings, LLC a financial services company that provided market intelligence and data/technology solutions to the capital markets community. Before that, she held roles in the Montgomery County government and was a customer service representative at BB&T bank (formerly Bank Atlantic) in Miami, FL.

Ms. Amaguaña earned a BS in Kinesiology from the University of Maryland, College Park.



Gabriel Hernandez*
Client Relations Administrator

Mr. Hernandez joined SOL Capital Management in August 2015. He is responsible for new account setup and supporting the client services team.

Prior to joining SOL, Mr. Hernandez was a Graduate Assistant at the School of International Service at American University in Washington, DC.  In addition to conducting research on a wide range of international economic topics, he taught undergraduate courses. Before that, he was a violist with the El Paso Symphony Orchestra.

Mr. Hernandez is currently completing his M.A. in International Relations at American University and holds a BBA in Economics and Finance from the University of Texas at El Paso.

 


Gabriel Solis*
Client Relations Administrator

Mr. Solis joined SOL Capital Management in June 2017. He is responsible for new account setup and supporting the client services team.

Prior to joining SOL, Mr. Solis was a Senior Account Manager at Thomson Reuters, Mexico. He advised corporate clients by providing economic insights, analytics, and research to identify opportunities and enrich their market vision. Previously, from 2010 to 2015, Mr. Solis served as a Deputy Director of Business Development at Visa, Mexico, where he contributed to the design of business strategies for his banking clients which included several innovative products for e-commerce, airlines, and agro-business. From 2009 to 2010, Mr. Solis was an investment specialist at Banco Santander, Mexico, developing asset allocation solutions for clients, supporting a portfolio of over $150 million.

Mr. Solis holds an MBA from the IPADE Business School and a Bachelor of Science in Economics from the National Autonomous University of Mexico, both located in Mexico City.

 

 

* Bilingual (English/Spanish)