Courtney Kowaleski

Senior Client Performance Reporting 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.A. in Communications from the University of Denver
  • Primary Responsibility: Is a member of the Analytics & Technology team and is responsible for providing accurate investment reporting to our clients, consultants, financial advisors, corporate partners, and senior management
  • Special Interests: Participating in Barre and Pilates classes, baking, traveling to the Caribbean, and going on walks with her dog

Ms. Kowaleski joined Polen Capital in 2020. Prior to joining Polen Capital, Ms. Kowaleski spent 20 years at GMO, including 15 years dedicated to developing client reporting and running the reporting capabilities for the firm. Ms. Kowaleski earned her B.A. in Communications from the University of Denver.

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