As an Investment Service Associate, Solana supports consultants on our DC/DB Investment Advisory team. She creates comprehensive client reviews and completes research projects that provide consultants with essential, supplemental information. Her responsibilities also include updating systems with new client data, managing changes for existing clients, and crafting contracts and investment policy statements.
Solana graduated from West Virginia University with a Bachelors and Masters in Finance. Having served as an investment associate for an RIA, her past experiences include collaborating closely with financial advisors, offering investment recommendations and conducting thorough research for individual clients. Additionally, she has experience in accounting at a local construction management firm, which played a significant role in the renovation and enhancement of her hometown.
Outside the office, Solana is a firm believer in the power of physical activity and dedicates time to the gym and daily walks. You may also find her traveling, especially to places with a beach.