Leonardo Gonzalez, CFA

Leonardo is a Senior Regional Director at Polen Capital, where he leads business development and strategic client partnerships across the Mid-Atlantic and Southeast United States, as well as Latin America. He works closely with RIAs, wirehouses, and family offices to deliver long-term growth strategies grounded in rigorous fundamental research and disciplined portfolio construction. Prior to joining Polen Capital in 2014, Leonardo was a Financial Advisor at Merrill Lynch in South Florida, advising high-net-worth clients. Earlier in his career, he served as a Country Research Director at Oxford Business Group, where he led macroeconomic and industry research initiatives across the MENA and APAC regions. This global experience continues to inform his perspective on capital markets and economic cycles. Leonardo earned a B.S. in Finance and a B.A. in Economics from the University of Florida. He is a CFA® charterholder and a former Board Member of the CFA Society of South Florida.