Adnan Younis, CFA

Investment Specialist

“Our mission is to preserve and grow client assets to protect their present and enable their future.”

Background

  • Joined Polen Capital: 2020
  • Education: B.S. (with Honors) in Economics from the University of Bath
  • Primary Responsibility: Is a member of the Distribution team and is responsible for communicating the firm’s investment philosophy and process, investment strategies, and performance to clients, prospects, and consultants
  • Special Interests: Formula 1, soccer, martial arts, traveling and supporting youth charities

Mr. Younis joined Polen Capital in 2020. Prior to joining Polen Capital, Mr. Younis spent eight years as an Equity Investment Specialist at Wellington Management and worked in Europe, U.S. and Asia. Prior to that, he spent several years at Invesco Perpetual UK and UBS Asset Management in equity product specialist roles. Mr. Younis holds a B.S. (with Honors) in Economics from the University of Bath. Additionally, he holds both the Chartered Financial Analyst (CFA®) and the Chartered Market Technician (CMT®) designations. He is a member of the CFA Institute and the Market Technicians Association.

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