Joseph Roos, CFA
Relationship Associate, Advisor Relations
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
Background
- Joined Polen Capital: 2020
- Education: B.A. in Psychology from Boston College
- 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: Spending time with family, coaching youth sports, playing golf, and entrepreneurship
Mr. Roos joined Polen Capital in 2020. Prior to joining Polen, Mr. Roos completed over $3 billion of domestic and international private equity transactions in New York at Hudson’s Bay Trading Company and later managed a single-family office venture capital portfolio. He received his B.A. in Psychology from Boston College. Mr. Roos is a CFA® charterholder and a member of the CFA Institute.