Joseph Roos, CFA

Relationship Associate, Advisor Relations

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


  • 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.

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