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Kyle Whelan
Profile
Mr. Kyle Whelan is Client Relations Manager at SOL Capital Management Co.
Prior to joining SOL Capital Management in July 2005, Mr. Whelan was an Account Executive for Silver Marketing, Inc. He also served as Membership Manager for the American Psychological Society.
Mr. Whelan holds both an MBA and an MS in Finance from the Robert H.
Smith School of Business (University of Maryland).
He also holds a BA in Economics with a Certificate of Management in Accounting/Finance from the University of Rochester.
Former positions of Kyle Whelan
Companies | Position | End |
---|---|---|
SOL Capital Management Co.
![]() SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Corporate Officer/Principal | - |
Training of Kyle Whelan
Rochester Christian University | Undergraduate Degree |
University of Maryland | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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SOL Capital Management Co.
![]() SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Finance |
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