Coreen Sol Book order (chronological)

Coreen T. Sol is a portfolio manager with over twenty years of experience in private wealth management, dedicated to transforming investment approaches. She began her career as a teller and progressed through various personal and corporate banking roles. A pioneer in mutual fund sales, she became instrumental in managing discretionary portfolios after earning her CFA® charter. Today, her work emphasizes transparency in individual securities, quantitative models, and bulk trading, aiming to inspire a new generation of investors and financial professionals to change how we invest.