Jim Haymes, CFA

Head of Client Service

jim_haymes/

Jim is Head of Client Service responsible for leading Polen Capital's Client Service team to deliver exceptional client experiences. Prior to joining Polen Capital in 2013, Jim was SVP Investment Specialist at INTECH Investment Management servicing consultant and client relationships. Prior to that, Jim spent five years with CRA Rogerscasey as Director, Investment Consulting and served as Director of Investments for the Communities Foundation of Texas. He also spent ten years at NationsBank as a VP and Relationship Manager. Jim received a B.B.A. in Finance from the University of North Texas. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of South Florida.

Education

B.B.A. in Finance from the University of North Texas

Interests

Spending time with family, tennis, and travel

  • 33
    Years Industry Experience
  • 2013
    Joined Polen
  • Boca Raton
    Polen Office

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