Katie Shepardson, CPA

Relationship Manager, Advisor Relations

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

Joined Polen Capital



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

Industry Experience

6 years


Traveling to Latin America, attending concerts and sporting events, golf, hot yoga, and food & wine

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