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
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
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
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
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
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
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
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
Geoff von Kuhn
Fidelity Investments – Former CEO
Crosby Group – Former MD & CEO
Education: B.A. in Business and Law from the University of Virginia
