Holly Garteiz

Head of Consultant Relations

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

Background

  • Joined Polen Capital: 2019
  • Education: B.A. in Spanish Language and Literature, French Minor, Metropolitan State University of Denver and current student in the University of Denver Executive M.B.A. program
  • Primary Responsibility: Is Head of Consultant Relations and is responsible for the firm’s consultant relations effort, including the development and execution of strategic initiatives for institutional distribution. She serves as the primary representative on the firm’s larger and more complex consultant relationships.
  • Special Interests: Spending time with family and friends, yoga, hiking, skiing, attempting to golf

Ms. Garteiz joined Polen Capital Management in 2019. She has extensive experience in consultant relations and client service throughout the institutional marketplace. Prior to joining Polen Capital, Ms. Garteiz was Director, Consultant Relations for BMO Global Asset Management. Prior to that, she served in similar capacities at JanusHenderson as Vice President, Consultant Relations and Institutional Relations Manager at ICON Advisers. Ms. Garteiz received a B.A. in Spanish Language and Literature from the Metropolitan State University of Denver and is currently pursuing an Executive M.B.A. at the University of Denver.

Explore all profiles →