Our people

Advisory board.

Leaders across asset management, financial services, technology, and governance providing counsel on Polen’s strategic direction. Accomplished business leaders providing independent, objective perspectives, and insight to Polen Capital.

Product due diligence

Strategy design, competitive positioning, and product-market fit across equity and credit.

Distribution & market insight

Institutional, wealth management, and international distribution — informed by experience at BlackRock, Fidelity, Principal, and Oaktree.

Governance & talent

Organizational best practices, leadership development, and talent acquisition as the firm scales.

Jay Wintrob

Chair

Oaktree Capital Management – Former CEO & Board of Directors

AIG Life & Retirement – Former President & CEO

AIG Retirement Services – Former President & CEO, Vice Chairman & COO

B.A. and J.D., University of California, Berkeley

Jenn Borggaard

AlderBrook Partners – Partner

Affiliated Management Group (AMG) – Former SVP

J.D., Boston College Law School · A.B. in Government, Harvard College

Karen Heath-Wade

American Century Investments – Former SVP & Global Head of Client Strategy & Service

Allianz Global Investors – Former Director

Nationwide – Former VP & Head of Mutual Fund Distribution

M.B.A., Loyola University Chicago · B.A. in American Government & Politics, Mount Holyoke College

Frank Kettle

Colchester Partners – MD

Old Mutual – Former EVP

UAM – Former EVP

M.B.A., Chicago Booth · B.A. in Economics, Middlebury College

Joseph McCabe

Korn Ferry – Vice Chairman

CT Partners Executive Search – Former Vice Chairman

Heidrick & Struggles – Managing Partner

J.D., Suffolk University · M.B.A., UMass Isenberg · B.A., Gannon University

Komal Misra

BNY Mellon Wealth Management DAF – Board Member

ScienceLogic Inc. – Current CFO

AllianceBernstein – Former Portfolio Manager & US Research Tech Sector Head

M.B.A., Wharton · M.Sc. in Computer Science, Cleveland State · B.Sc. in Electrical Engineering, NIT India

Chris Perkins

First Command Bank – Board Member

PricewaterhouseCoopers – Former Partner

B.B.A. in Accounting, University of Oklahoma

Candace Race

Fidelity – Former EVP & Head of Marketing

Fidelity Institutional Asset Management Trust – Former Board Member

M.S. in Communications Management, Fitchburg State · B.A., Assumption University

Dave Breazzano

DDJ Capital Management – Co-Founder

Fidelity Investments – Former Vice-President and Portfolio Manager

T. Rowe Price – Former Portfolio Manager & Analyst

Learn more about Polen Capital.

Our story, leadership, and investment approach.

About us → Leadership