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. The Board helps the Firm develop and employ best practices across service lines.
The Board is comprised of leaders in a variety of fields and is solely an advisory group with no formal policy making responsibilities.
Members
Jenn Borggaard
Partner at AlderBrook Advisors
Former SVP of Affiliated Management Group (AMG)
Education: A.B. in Government from Harvard College and J.D. from Boston College
Philippe Couvrecelle
CEO of iM Global Partner
Former MD of Natixis AM
Former CEO of Edmond de Rothschild AM
Former CEO of PTH-Conseil
Education: Masters Degree in Economy with a major in Business Economy from Paris X and majored in Economy and Finance at Sciences Po
Karl Dasher
CEO of Brigade Capital Management
Former CEO & Co-Head of Fixed Income of Schroders North America
Former Global CIO & EVP of SEI Investments
Education: M.B.A. from Columbia University and London Business School and B.I.E. in Industrial Engineering from Georgia Institute of Technology
Frank Kettle
MD of Colchester Partners
Former EVP of Old Mutual
Former EVP of UAM
Education: M.B.A. from Chicago Booth and B.A. in Economics from Middlebury College
Jim McCaughan
Former CEO of Principal Global Investors
Former CEO of Credit Suisse Asset Management Americas
Former President & COO of Oppenheimer Capital
Education: M.A. and B.A. in Mathematics from the University of Cambridge
Obie McKenzie
Former MD of BlackRock and Merrill Lynch Investment Managers
Former Executive Director of UBS Asset Management
Founder & President of McKenzie & Company
Education: M.B.A. from Harvard Business School and B.S. from Tennessee State University
Kate Taylor
Partner at AlderBrook Advisors
Former COO of Longfellow Investment Management (LIM)
Education: M.B.A. from the Tuck School of Business at Dartmouth College and B.A. in Economics from Williams College
Geoff von Kuhn
Senior Advisor to multiple large family offices
Former Chief Administrative Officer of Fidelity
Former MD & CEO of the Crosby Group
Education: B.A. in Business and Law from the University of Virginia