Brian K. Smith, CFA

Head of Institutional Business Development

“Polen Capital provides high-conviction sustainable growth equity strategies to corporate and public retirement plans, foundations, endowments, and other institutional investors.”

Background

  • Joined Polen Capital: 2020
  • Education: B.S. in Political Science from Spring Hill College and M.B.A in Finance from DePaul University
  • Primary Responsibility: Is Head of Institutional Business Development and responsible for the development and execution of strategic initiatives for the Institutional Relations team
  • Special Interests: Enjoys spending time with family, traveling, fishing and golfing

Mr. Smith joined Polen Capital in 2020.  Prior to Polen Capital, Mr. Smith served as Senior Vice President for Callan LLC, where he consulted with state and local governments, endowments, foundations and healthcare clients. Prior to Callan, Mr. Smith spent over a decade as Director of Institutional Services at Atlanta Capital Management, where he co-led multiple business units including client service, consultant relations, new business development and back-office operations. Mr. Smith received his B.S. in Political Science from Spring Hill College and M.B.A. in Finance from DePaul University. Mr. Smith is a CFA® charterholder.

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