Mr. Whelan joined SOL Capital Management Company in Jul 2005 and quickly ascended to the role of Client Relations Manager before gradually transitioning to a full-time technology management role in 2013. Mr. Whelan draws upon his broad experience advising UNHW and HNW clients and managing the service team to inform the design and deployment of innovative new tools and processes.

As Director, his areas of responsibility include long-term strategic planning, software deployment, automated process development, compliant use of AI, custom application design, systems and data integration, cybersecurity, business continuity, and managing vendor relationships.

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.