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 and is responsible for servicing clients, marketing initiatives, and 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 worked with Merrill Lynch as a Financial Advisor in South Florida. Prior to that, Mr. Gonzalez worked with the Oxford Business Group as a Country Research Director leading project in the MENA and APAC regions. Mr. Gonzalez graduated from the University of Florida with a B.S. in Finance and a B.A. in Economics. He is fluent in Spanish and conversational in French. He is also a CFA Level III Candidate.
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