Katie Shepardson, CPA

Senior Relationship Manager

Katie

Katie is a Senior Relationship Manager responsible for business development and client service on Polen Capital's U.S. Distribution team. Prior to joining Polen Capital in 2016, Katie served for four years as Vice President of Marsh & McLennan Companies’ Marsh Risk Consulting in Miami, FL. Prior to that, Katie was a valuation and M&A consultant for KPMG in Chicago, IL. Katie received a dual B.S. in Finance and Accounting from the University of Illinois and an M.B.A. from Northwestern’s Kellogg School of Management. Katie is a Certified Public Accountant (CPA) and is also fluent in Spanish.

Education

B.S. in Finance and Accounting from the University of Illinois at Urbana-Champaign and M.B.A. from Northwestern University Kellogg School of Management

Interests

Boxing, food & wine events, golf and spending time with my husband and daughter, Palmer.

  • 7
    Years Industry Experience
  • 2016
    Joined Polen
  • Boca Raton
    Polen Office

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