Simon Rafferty, CFA
Client Portfolio Manager
Simon is a Client Portfolio Manager on Polen Capital's 5Perspectives Growth team, responsible for representing the philosophy, process, portfolio positioning, and investment views to investors. Prior to joining Polen Capital in 2024, Simon spent 17 years at BlackRock in the United States and Australia, and most recently served as Lead Product Strategist within BlackRock’s Multi-Asset Strategies and Solutions division. Prior to that, Simon was a Senior Product Strategist on BlackRock's Global Allocation investment team, and began his career as an Account Manager in BlackRock's Australian business. Simon holds a Bachelor's Degree in Information Technology from University of Canberra and is a CFA® charterholder.
Bachelor's Degree in Information Technology from University of Canberra
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