"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2018
Education: B.A. in Economics from University of Michigan
Primary Responsibility: Is responsible for developing and executing the firm’s strategic marketing initiatives.
Designations: CFA charterholder
Special Interests: Avid college football fan, passion for architecture, community involvement in city planning and tutoring needs-based children, involved mom to my two girls, continuous pursuit of a healthy lifestyle.
Biography: Ms. Marcus joined Polen Capital in 2018. Ms. Marcus leads all aspects of the firm’s strategic marketing initiatives, including product & corporate communications, and brand & digital strategy. Prior to joining Polen Capital, Ms. Marcus worked at Franklin Templeton Investments driving the firm’s global product strategy efforts, directly involved in shaping the strategic roadmap and product innovation. Prior to this role, Ms. Marcus was a portfolio manager with SEI Investments, responsible for the development and management of SEI's global and international equity strategies. Ms. Marcus has also held global equity and emerging markets research analyst positions at Santander Investment Securities and Salomon Brothers. She is a CFA charterholder and a graduate of the University of Michigan.