Relationship Manager, Advisor Relations
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2014
- Education: B.S. in Finance and B.A. in Economics from the University of Florida
- Primary Responsibility: Is a member of the Advisor Relations team focusing on servicing clients and marketing initiatives in the Southeast region of the U.S. as well as leading the firm’s expansion efforts into Latin America
- Special Interests: Spending time with family, running half-marathons, scuba diving, traveling, and amateur photography
Mr. Gonzalez joined Polen Capital in 2014. Prior to joining Polen Capital, Mr. Gonzalez spent over three years as a Financial Advisor at Merrill Lynch. Prior to that, Mr. Gonzalez spent over four years working in the MENA and APAC regions as a Country Research Director for the Oxford Business Group. Mr. Gonzalez graduated from the University of Florida with a B.S. in Finance and B.A. in Economics. He is fluent in Spanish and conversational in French and is a CFA Level III Candidate.
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