Polen Capital
- Teams
- Leadership Team
Leadership Team
About
The leadership team at Polen Capital has experience in a variety of industries, including accounting, finance, investment banking, and asset management. They have experience working at companies such as DDJ Capital Management, Callan Associates, PIMCO, and Blackstone. They have also held positions at various educational institutions, such as Bryant University, Bentley University, and the University of Rochester.
Team members
Annie Pitney
Investment Operations Director
Brian Goldberg
General Counsel & Chief Compli...
Brian K. Smith
Head, Institutional Business D...
Courtney Kowaleski
Client Performance Reporting M...
Damian Bird
Head of Team, Portfolio Manage...
Damon Ficklin
Head of Team, Portfolio Manage...
Dave Breazzano
Head of Team & Portfolio Manag...
Diana Downey
Chief Marketing Officer
Diane Nestor
RFP Manager, Client Relations
Doelle Greenberg
Senior Executive Assistant
Elena Wines
Head of PMO, Change & Quality ...
Graham Ward
Chief Financial Officer
Holly Simpson
Senior Executive Assistant
Jay Russell, IV
Head of Finance
Jeb Doggett
Chief Administrative Officer
Jeff Diamond
Head, Advisor Relations
Jennifer Abrams
Talent Acquisition Director
Jennifer Leger
Director, Talent Management
Jessica Bashara
Chief of Staff
Jill Forgea
Senior Executive Assistant
Jim Haymes
Head, Client Service
Jodie Stewart
Head of Learning & Development
John Hammar
Head, Data & Applications
Josh McCarthy
General Counsel & Chief Compli...
Kaushik Sudarsan
Head, Analytics
Kevin Dolsen
Head, Distribution
Laura Graff
Head of Product & Investment S...
Michael Guarasci
Chief Operating Officer
Paul Williams
Head, International Business D...
Praveen Reddy
Head, Technology
Rachel Trock
Chief People Officer
Rayna Lesser Hannawa...
Head of Team, Portfolio Manage...
Stan C. Moss
CEO
Taneka Lawrence
Senior Relationship Manager, N...
Zhang Zhang
Investment Analytics & Data Sc...
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