"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2015
Education: B.A. in Business Administration from Pace University
Primary Responsibility: Is a member of the Operations team and is responsible for providing operational support for all Polen Capital retail and institutional clients.
Special Interests: Fluent Spanish speaker
Other: Dedicated father, baseball enthusiast, enjoys working out and traveling
Biography: Mr. Castro joined Polen Capital in 2015. He has over 8 years of investment industry experience in operations. Prior to joining Polen Capital, Mr. Castro was a Senior Settlements Officer at Everest Capital, LLC. His investment industry experience also includes Trading and Portfolio Management Support Specialist at Itau Private Bank, and Operations Analyst at Consilium Investment Management, LLC. He began his career in operations with G-Trade Services, LLC a division of the Bank of New York Mellon. Mr. Castro attended Pace University where he earned his B.A. in Business Administration.