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
2016
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
Industry Experience
6 years
Interests
Traveling to Latin America, attending concerts and sporting events, golf, hot yoga, and food & wine
