Lisa Rynne, CFA

Senior Relationship Manager, Institutional Relations

“Our mission is to preserve and grow client assets to protect their present and enable their future.”

Background

  • Joined Polen Capital: 2018
  • Education: B.S. in Marketing and Economics from Boston College
  • Primary Responsibility: Is a Senior Relationship Manager on the Distribution Team focusing on development of institutional relationships in the Eastern portion of the U.S. and Canada
  • Special Interests: Spending time with family and friends, travel, winter sports and water skiing

Ms. Rynne joined Polen Capital in 2018. Prior to joining Polen Capital, Ms. Rynne developed extensive relationship expertise at State Street Global Advisors, where she successfully uncovered new opportunities and expanded existing relationships with institutional investors, offering solutions based on an extensive range of investment product. Lisa’s experience earlier in her career included Head of Accounting Operations for SSGA’s US business, driving constant process improvement and managing the professional development of staff. Ms. Rynne is a CFA® charterholder and a member of the CFA Institute and Boston Securities Analyst Society.

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