GOING BEYOND

Advisory Board

The Polen Capital Advisory Board provides advice to Polen Capital, bringing diverse perspectives to inform the Firm’s strategic agenda and supporting the Firm to fulfill its mission.

Advisory Board

Board Members

The Board is comprised of leaders in a variety of fields and is solely an advisory group with no formal policymaking responsibilities.

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Jenn Borggaard
 

Jenn Borggaard
AlderBrook Partners – Partner
Affiliated Management Group (AMG) – Former SVP

Education: J.D. from Boston College Law School and A.B. in Government from Harvard College

     
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Frank Kettle
 

Frank Kettle
Colchester Partners – MD
Old Mutual – Former EVP
UAM – Former EVP

Education: M.B.A. from Chicago Booth and B.A. in Economics from Middlebury College

     
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Joseph McCabe
 

Joseph McCabe
Korn Ferry – Vice Chairman
CT Partners Executive Search – Former Vice Chairman
Heidrick & Struggles – Managing Partner

Education: J.D. from Suffolk University, M.B.A. from UMass Isenberg School of Management, and B.A. from Gannon University

     
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Jim McCaughan
 

Jim McCaughan, Advisory Board Chair
Institutional Investor US Institute – Chair
Principal Global Investors – Former CEO
Credit Suisse Asset Management Americas – Former CEO
Oppenheimer Capital – Former President & COO

Education: M.A. and B.A. in Mathematics from the University of Cambridge

     
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Obie McKenzie
 

Obie McKenzie
Cordiant Capital – Vice Chairman
BlackRock – Former MD
Merrill Lynch Investment Managers – Former MD
Chase Investors – Former MD
UBS Investment Management – Former Executive Director

Education: M.B.A. from Harvard Business School and B.S. from Tennessee State University

     
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Candy Race
 

Candace Race
Fidelity – Former EVP & Head of Marketing
Fidelity Institutional Asset Management Trust – Former Board Member

Education: M.S. in Communications Management from Fitchburg State University and B.A. from Assumption University

     
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Kate Taylor
 

Kate Taylor
AlderBrook Partners – Partner
Longfellow Investment Management – Former COO
Cambridge Associates – Former Director of Research Operations
Wellington Management – Former AVP Business Management & Client Resolution

Education: M.B.A. from the Tuck School of Business at Dartmouth College and B.A. in Economics from Williams College

     
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Geoff von Kuhn
 

Geoff von Kuhn
Fidelity Investments – Former CEO
Crosby Group – Former MD & CEO

Education: B.A. in Business and Law from the University of Virginia

Meet the Polen Team

Meet the Polen Team