Polen Capital is an investment management company that provides growth equity boutique services.

Consulting

Finance

Polen Capital

Polen Capital's headquarters in Boca Raton, FL, United States

The Waltham office focuses on investment management, compliance, research, and client relations in the high-yield market.

Waltham

Stan C. Moss

John Hammar

Graham Ward

Jeb Doggett

David Blake

Kevin Dolsen

Rachel Trock

Brian Goldberg

The Investment Operations team at Polen Capital plays a critical role in supporting the firm's investment management processes by ensuring the seamless execution and settlement of trades, managing operational risk, and providing analytical support for portfolio management. This team collaborates closely with portfolio managers and investment specialists to optimize investment strategies and enhance client service through efficient operational workflows and reporting.

Investment Operations

This department focuses on research and analysis to identify and implement growth opportunities for companies.

Growth Strategy

The Client Relationship Management team at Polen Capital is dedicated to fostering and maintaining strong relationships with clients, including advisors and institutional investors. They ensure exceptional client service by addressing inquiries, providing performance reporting, and facilitating effective communication between clients and the investment team. This team plays a crucial role in understanding client needs and delivering tailored solutions to enhance client satisfaction and retention.

Client Relationship Management

This department conducts analysis and gathers insights to support informed decision-making.

Research Department

This department focuses on building and maintaining relationships with clients to ensure their needs are met and satisfaction is achieved.

Client Relations

This department is responsible for ensuring adherence to laws, regulations, and internal policies to mitigate risk and promote ethical practices.

Polen Capital

Org chart

Teams

Investment Operations

Growth Strategy

Client Relationship Management

Research Department

Client Relations

Compliance Department

Offices

Polen Capital

Org chart

Teams

Investment Operations

Growth Strategy

Client Relationship Management

Research Department

Client Relations

Compliance Department

Offices

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