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.

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


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

Education: B.A. in American Government & Politics from Mount Holyoke College and M.B.A. from Loyola University Chicago

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

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

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


Komal Misra
BNY Mellon Wealth Management DAFs – Board Member
Starry, Inc.– Former CFO
IPsoft  – Former Global Head of Corporate Finance

Education: M.S.c. in Computer Science from Cleveland State University and M.B.A. from the University of Pennsylvania


Chris Perkins
First Command Bank – Board Member
PricewaterhouseCoopers – Former Partner

Education: B.B.A. in Accounting from the University of Oklahoma

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

Meet the Polen Team

Meet the Polen Team