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

Stan C. Moss

Rachel Trock

Jessica Bashara

Jorge Fernandez

Jeb Doggett

Praveen Reddy

Brian K. Smith

Graham Ward

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

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

The Research and Analytics team at Polen Capital is responsible for conducting in-depth analysis to identify investment opportunities across various equity markets, including high yield, small companies, and emerging markets. This team utilizes data-driven insights and rigorous research methodologies to support portfolio managers in making informed investment decisions, while also integrating ESG factors into their evaluations. Their collaborative efforts aim to maximize growth potential for clients through comprehensive portfolio strategies.

Research and Analytics

The Data Analysis and Reporting team at Polen Capital is responsible for leveraging data to enhance investment decision-making and operational efficiency. This team conducts in-depth analysis, develops reporting tools, and ensures data governance, providing insights that drive client reporting and compliance. By collaborating with various stakeholders, they translate complex data into actionable intelligence that supports the company's growth equity services.

Data Analysis and Reporting

The Finance and Compliance team at Polen Capital ensures the integrity and accuracy of the company’s financial reporting while adhering to regulatory requirements. This team manages financial operations, conducts compliance audits, and develops policies and procedures to mitigate risk, ensuring the firm operates within legal boundaries and maintains its reputation in the investment management industry.

Finance and Compliance

The Technology and Security team at Polen Capital is responsible for ensuring the reliability and security of the company's IT infrastructure and applications. They oversee system design and development, manage cloud initiatives, and implement robust cybersecurity measures to protect sensitive investment data. This team collaborates to enhance operational efficiency while maintaining high standards of information security.

Polen Capital

Org chart

Teams

Investment Operations

Client Relationship Management

Research and Analytics

Data Analysis and Reporting

Finance and Compliance

Technology and Security

Offices

Polen Capital

Org chart

Teams

Investment Operations

Client Relationship Management

Research and Analytics

Data Analysis and Reporting

Finance and Compliance

Technology and Security

Offices

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