Portfolio Management, Investments, Research and Trading

Rajmiel Odinec*
Chairman of the Board and Chief Executive Officier

As a member of the Inter-American Development Bank (IDB) staff from 1966 until 1989, Mr. Odinec served in a variety of executive positions. He began his career as an economist and financial analyst and later became Senior Economist, Chief Economist of the Industrial Project Division, Chief of Division of the Operations Department, and Advisor to the President. Also, by special appointment of the IDB President, Mr. Odinec participated in the restructuring of the IDB Pension Fund in 1981-82 and in its successful management through 1989.

In November 1989, Mr. Odinec joined the management of SOL Capital Management Company as CEO, and Chief Investment Officer, and also became the Chairman of the Board of Directors.

Mr. Odinec, born in Mexico, studied at Instituto Tecnológico y de Estudios Superiores de Monterrey (Mexico), and graduated from UCLA with a BA in Economics. He received his MA in Economics from George Washington University and was elected to the Omicron Delta Epsilon Honor Society in Economics.

Mr. Odinec is a Registered Investment Adviser Representative.

 

Karin Schultz*
Senior Portfolio Manager/Investment Analyst

Ms. Schultz joined SOL Capital Management Company in August 2004. She is responsible for researching new investment opportunities and evaluating current holdings across all asset classes. She also acts as the portfolio manager for some SOL clients.

Between 1998 and 2002, she was employed at Strategic Investment Group (SIG), an investment management company based in Arlington, VA, specializing in customized global asset allocation outsourcing for institutional investors, high net worth individuals and family groups. At SIG, Ms. Schultz concentrated on International Equity and Private Equity, managed the daily investment needs for a $100-million offshore fund, and calculated and prepared performance reports for a number of SIG's clients. In 2003, while completing her business school studies, she worked for the International Finance Corporation (IFC), part of the World Bank Group.

Ms. Schultz holds an MBA from Stanford University, with additional certificates in Global Management and Nonprofit Management. She also holds a BA in Economics from Georgetown University.

Ms. Schultz is a Registered Investment Adviser Representative.

 

Rahm Dvir
Senior Portfolio Manager/Investment Analyst

Mr. Dvir joined SOL Capital Management Company in May 2004. Mr. Dvir's responsibilities include researching new investment opportunities and evaluating current holdings across all asset classes, as well as acting as the portfolio manager for some SOL clients.

Prior to joining SOL, Mr. Dvir worked for General Electric as an assistant relationship manager. In that capacity, Mr. Dvir managed a portfolio of non-performing accounts receivable and real estate secured healthcare loans through all aspects of loan workout including: liquidation, restructuring, credit analysis and negotiation of loan documents. From 1990 to 1994, Mr. Dvir served as an Intelligence Officer in the Israeli Defense Force responsible for training and operation of unmanned aerial vehicles (UAV). He continued in this field as a Consultant for Singapore Technologies Holdings until 1996.

Mr. Dvir holds a BS in Finance and Economics (Magna Cum Laude) from the Robert H. Smith School of Business at the University of Maryland. He also holds an MBA from the Carey Business School at the Johns Hopkins University with a concentration in International Business.

Mr. Dvir is a Registered Investment Adviser Representative.

 

Lauren D. Lehman, CFA
Portfolio Manager/Investment Analyst

Mrs. Lehman joined SOL Capital Management Company in August 2010. She is responsible for researching new investment opportunities and evaluating current holdings across all asset classes. She also acts as the portfolio manager for some SOL clients.

Mrs. Lehman has a diverse background, with experience working with a start-up finance corporation, a local independent investment advisor, and a large brokerage house. In her most recent position with a Registered Investment Advisor, she was responsible for the portfolio management of over $200 million, customizing portfolios for individuals and trust entities.

Mrs. Lehman holds an MBA from Florida State University with a concentration in Finance. She also is a CFA Charterholder.

Mrs. Lehman is a Registered Investment Adviser Representative.

 

Eran Goudes, CFA
Portfolio Manager/Investment Analyst

Mr. Goudes joined SOL Capital Management Company in May 2012. His responsibilities include researching new investment opportunities and evaluating current holdings across all asset classes, as well as acting as the portfolio manager for some SOL clients.

Prior to joining SOL, Mr. Goudes worked for a Registered Investment Advisor in McLean, VA, as a portfolio manager. In that capacity, he was responsible for managing over $100 million in client assets, as well as researching and evaluating equity and fixed income investments. From 1996 to 1999, Mr. Goudes served in the Israeli Air Force’s anti-aircraft division, where he trained new recruits.

Mr. Goudes holds a BA in International Relations and Spanish and Latin American Studies from the Hebrew University in Jerusalem, Israel. He also holds an MBA from the George Washington University School of Business with a concentration in Finance and Investments. Mr. Goudes also is a CFA Charterholder.

Mr. Goudes is a Registered Investment Adviser Representative.

 

Adam Sauri*, CFA
Trader/Portfolio Manager/Investment Analyst

Mr. Sauri joined SOL Capital Management in June 2012. He is responsible for all trading activity at SOL and seeks the best possible execution on all transactions. In addition, he acts as a portfolio manager for some SOL clients, analyzing existing holdings, and researches new investment opportunities.

Mr. Sauri was previously a Client Relations Administrator at SOL for two years. In this role, he processed daily inquiries from domestic and international clients, and managed account establishments at financial institutions in Europe and North America.

Prior to joining SOL, Mr. Sauri completed three consecutive internships on the Mexico Desk at the U.S. Department of State. His duties focused on political and economic relations, as well as law enforcement cooperation between the United States and Mexico.

Mr. Sauri earned a BA in Economics and Latin American & Caribbean Studies from Emory University. He also spent time studying Regional Economic Integration and Foreign Relations in Buenos Aires, Argentina.

Mr. Sauri is a Registered Investment Adviser Representative.

 

* Bilingual (English/Spanish)