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.
Charlie Bruin
Senior Investment Operations A...
Dafydd Lewis
Portfolio Manager & Analyst, E...
Damian Bird
Head of Team, Portfolio Manage...
Damon Ficklin
Head of Team, Portfolio Manage...
Dan Davidowitz
Portfolio Manager & Analyst, L...
Daniel Fields
Portfolio Manager & Analyst, L...
Eamon Detoro
Senior Trading Associate
John Finn
Head Equity Trader
Stephen Driscoll
Trader
Todd Morris
Portfolio Manager & Analyst, L...
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