"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2017
Education: B.B.A. in Finance and M.B.A. from the University of Iowa
Primary Responsibility: Is Head of Distribution and is responsible for global relationship management, business development and marketing activities for Polen Capital. She is a leader in developing programs for excellence in the client experience.
Designations: CFA Charterholder
Special Interests: Mentoring, support for veterans and their families, paddle boarding, reading and spending time with family
Biography: Ms. Pedigo joined Polen Capital as Head of Distribution in 2017. Prior to joining Polen Capital, she served two years as Head of Asset Management Business Development, Americas for TIAA Global Asset Management and seven years as Head of Institutional Business Development for BMO Global Asset Management. Early in her career, Ms. Pedigo spent 17 years at Principal Financial Group in investment management, marketing and relationship management roles. She has been an industry speaker and resource on topics including retirement security, financial advising to couples, service excellence, and a variety of investment management strategies. Ms. Pedigo received her B.B.A. in Finance and M.B.A from the University of Iowa. She is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago.