Operations Team

  • Elizabeth Swam

    Elizabeth Swam

    Chief Compliance Officer and Secretary

    Elizabeth Swam

    Elizabeth Swam

    Chief Compliance Officer and Secretary

    • Responsible for the implementation and oversight of Corbyn’s compliance program
    • Awarded the Certified Public Accountant certificate in 1992 (inactive)
    • In the financial services industry since 1991; with Corbyn since 1998
    • Graduate of Loyola University Maryland
  • Heather Karaolis

    Heather Karaolis

    Manager, Client Relations

    Heather Karaolis

    Heather Karaolis

    Manager, Client Relations

    • Services account relationships with current Corbyn clients and advisors
    • Oversees service relationships with Corbyn’s custodians
    • In the financial services industry since 2006; with Corbyn since 2011
  • Donna Palumbo

    Donna Palumbo

    Manager, Client Services

    Donna Palumbo

    Donna Palumbo

    Manager, Client Services

    • Responsible for back office operations and client services
    • In the financial services industry since 1996; with Corbyn since 2015
    • Graduate of The American University
  • Joclyne Gonzales

    Joclyne Gonzales

    Administrative Assistant

    Joclyne Gonzales

    Joclyne Gonzales

    Administrative Assistant

    • Provides administrative support to the Marketing, Operations, and Compliance areas
    • Graduate of The Johns Hopkins University

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