Brian K. Smith

Brian K. Smith is the current Head of Institutional Business Development at Polen Capital. Prior to this, they were with Atlanta Capital Management Co., LLC from August 2005 to April 2016, where they were Director of Institutional Services and Principal. In August 2016, Brian joined Callan as a Senior Vice President, Investment Consultant, and Shareholder. Brian was with Callan until September 2020. Brian has been in the institutional consulting industry since 1996, when they started as a Vice President with Callan's Institutional Consulting Group.

Brian K. Smith has a Bachelor of Science in Political Science / International Business from Spring Hill College and an MBA in Finance from DePaul Driehaus College of Business. Brian K. Smith is also a Chartered Financial Analyst from the CFA Institute and a Certified Retirement Plan Fiduciary from the Georgia Association of Public Pension Trustees.

Some direct reports include Matthew Shirilla - Senior Relationship Manager, Institutional Business Development, Lisa Rynne - Senior Relationship Manager, Institutional Business Development, and Gregg Kerr - Senior Relationship Manager, Institutional Business Development. Some of their coworkers include Kaushik Sudarsan - Head, Analytics, Michael Guarasci - Chief Operating Officer, and Christopher Varner - Director, Infrastructure. Their manager is Stan C. Moss, CEO.