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.


Jenn Borggaard
Partner at AlderBrook Advisors
Former SVP of Affiliated Management Group (AMG)

Education: J.D. from Boston College Law School and A.B. in Government from Harvard 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
Managing Partner of KarVen LLC
Former 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
Founder & President of McKenzie & Company
Former MD of BlackRock and Merrill Lynch Investment Managers
Former Executive Director of UBS Asset Management

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

Candace Race
Former EVP Asset Management Marketing of Fidelity Investments
Former EVP Institutional Marketing of Fidelity Investments
Former SVP Workplace Investing of Fidelity Investments

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