David Polen, CEO & CIO

Mr. Polen, Founder and CEO, is the Chief Investment Officer of Polen Capital Management. He is the creator of our proprietary Systematic Valuation Discipline (SVD). Mr. Polen has a B.A. from Brooklyn College and over thirty-five years of experience in the investment business. Mr. Polen has been quoted in Barron’s, The Wall Street Journal, Investor’s Business Daily, and other national financial media. He is listed in Marquis Who’s Who in the World and Who’s Who in Finance and Industry.

Stan Moss, Chief Operating Officer

Mr. Moss joined Polen Capital Management in 2003. Mr. Moss’s responsibility includes operations, administration, and marketing of the firm. In addition, Mr. Moss serves as Chief Compliance Officer and Chief Financial Officer for the firm. Prior to joining Polen Capital, over a seven year period, Mr. Moss served in CFO, strategic planning, operational and business development capacities for AmSouth Asset Management encompassing five Registered Investment Advisors, two Broker/Dealers, and a Mutual Fund Company. Prior to AmSouth Mr. Moss was an Auditor for Coopers & Lybrand focusing on financial service companies. Mr. Moss received his B.S. and MBA from the University of Alabama where he was a student athlete. Mr. Moss is a CFA charterholder and Certified Public Accountant (CPA). He is a member of the AICPA, CFA Institute, and the CFA Society of South Florida.

Dan Davidowitz, Portfolio Manager & Analyst

Mr. Davidowitz joined Polen Capital Management in 2005. Prior to joining Polen Capital, Mr. Davidowitz spent five years as Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, Mr. Davidowitz spent one year as a Research Analyst at Value Line, Inc. and five years in the health care sector holding various analytical positions at Memorial Sloan-Kettering Cancer Center. Mr. Davidowitz received his B.S. with high honors in Public Health from Rutgers University and a Masters in Business Administration from the City University of New York, Baruch College Zicklin School of Business. Mr. Davidowitz is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts.

Damon Ficklin, Research Analyst

Mr. Ficklin joined Polen Capital Management in 2003. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. He graduated Magna Cum Laude from the University of South Florida with a B.S. in Accounting, earned a M.S.A. from Appalachian State University, and earned an MBA with high honors from The University of Chicago Graduate School of Business. Mr. Ficklin is also a Certified Public Accountant (CPA).

Stephen Boyd, Research Analyst

Mr. Boyd joined Polen Capital Management in 2008. Prior to joining Polen Capital, Mr. Boyd spent six years as Senior Vice President and Research Analyst at Osprey Partners Investment Management. Before joining Osprey Partners, Mr. Boyd spent two years as an Assistant Vice President and Associate Analyst in the Global Equity Research Group at Prudential Financial and one year as a Research Analyst at Value Line, Inc. Mr. Boyd received his B.S. in Business Administration from the College of Charleston. Mr. Boyd is a CFA charterholder and is a member of the CFA Institute and the New York Society of Security Analysts.