Senior Relationship Manager, Institutional Relations
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2016
- Education: B.S. in Finance from Santa Clara University
- Primary Responsibility: Is a member of the Institutional Relations team and assists with the firm’s Institutional Relations effort, including the development and execution of strategic initiatives for institutional distribution primarily. He serves as the primary representative on some of the firm’s larger and more complex institutional client and consultant relationships
- Special Interests: Driving his kids to various sporting events throughout Northern California and playing golf
Mr. Kerr joined Polen Capital in 2016. He has extensive experience in consultant relations, client service and sales throughout the institutional marketplace. Prior to joining Polen, Mr. Kerr was a Principal at Rainier Investment Management in Seattle. Prior to that, he served in similar capacities at INTECH Investment Management as a Managing Director and Quest Investment Management as a Senior Vice President. Mr. Kerr received a B.S. in Finance from Santa Clara University.
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