Relationship Associate, Advisor Relations
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2020
- Education: B.A. in Economics from University of Massachusetts Amherst
- Primary Responsibility: Is a member of the Advisor Relations team providing strategic support and full service to over 1,600 Financial Advisor Groups with over 15,000 clients
- Special Interests: Traveling (especially to Turks and Caicos), watching the Yankees, cycling, and spending time with friends and family
Mr. Moro joined Polen Capital in 2020. Prior to joining Polen Capital, Mr. Moro spent four years as an Investment Consultant at T. Rowe Price in Baltimore, MD. Prior to that, Mr. Moro was a Sales Consultant with Prudential Annuities in Shelton, CT for six years. Mr. Moro received his B.A. in Economics from the University of Massachusetts Amherst and is a Certified Investment Management Analyst® (CIMA®).
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