Brian K. Smith, CFA

Head of Institutional Business Development

Brian

Brian serves as Head of Institutional Business Development on Polen Capital's U.S. Distribution team, responsible for promoting the firm’s position as a strong multi-product Institutional organization. Prior to joining Polen Capital in 2020, Brian was Senior Vice President for Callan LLC, where he consulted with state and local governments, endowments, foundations, and healthcare clients. Prior to Callan, Brian 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. Brian received a B.S. in Political Science from Spring Hill College and an M.B.A. in Finance from DePaul University. Brian is a CFA® charterholder.

Education

B.S. in Political Science from Spring Hill College and M.B.A in Finance from DePaul University

Interests

Enjoys spending time with family, traveling, fishing, and golfing

  • 27
    Years Industry Experience
  • 2020
    Joined Polen
  • Boca Raton
    Polen Office

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