Charlie Bruin

Senior Operations Associate

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

Background

  • Joined Polen Capital: 2015
  • Education: B.S. in Business Administration and M.B.A. from Stetson 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: Motorcycle racing, sailing, surfing and spending time outdoors

Mr. Bruin joined Polen Capital in 2015 in experience in operations, institutional client servicing, and equity and fixed income trading. Prior to joining Polen Capital, he was a Senior Operations Analyst at ICC Capital Management, overseeing equity settlement, reconciliation, performance reporting, and accounting systems maintenance. Mr. Bruin received his B.S. in Business Administration and M.B.A. degrees from Stetson University.

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