"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2015
Education: B.S. in Business Administration and M.B.A. from Stetson University
Primary Responsibility: As a member of the Operations & Trading Team, Charlie is responsible for providing operational support for all Polen Capital retail and institutional clients.
Special Interests: Motorcycle racing, sailing, surfing and spending time outdoors.
Biography: Mr. Bruin joined Polen Capital in 2015. He has 10 years of investment experience concentrated in back office operations, institutional client servicing, and equity and fixed income trading. Prior to joining Polen Capital, he was a Senior Operations Analyst at ICC Capital Management, overseeing equity settlement, reconciliation, performance reporting, and accounting systems maintenance. Mr. Bruin attended Stetson University, where he earned a B.S. in Business Administration and an M.B.A.