Advisory Committee

The Polen Capital Advisory Committee provides advice to Polen Capital, bringing diverse perspectives to inform the Firm’s strategic agenda and supporting the Firm to fulfill its mission. The Committee helps the Firm develop and employ best practices across service lines.

The Committee 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)
Expert in Investment Management strategy

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

Philippe Couvrecelle
CEO of iM Square
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. Majored in Economy and Finance at Sciences Po

Karl Dasher
Former CEO & Co-Head of Fixed Income of Schroders North America
Former Global CIO and Executive Vice President of SEI Investments
Expert in investment management and strategy

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, MBA
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, Principal Global Investors
Former CEO, Credit Suisse Asset Management Americas
Former President and COO, Oppenheimer Capital

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

Kate Taylor
Partner at AlderBrook Advisors
Former COO of Longfellow Investment Management (LIM)
Expert in Investment Management operations

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 Managing Director and CEO of the Crosby Group
Expert in Institutional investing

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