Mike Shepardson, CFA
Relationship Manager, Advisor Relations
“It is a tremendous privilege to walk into every meeting knowing that we are fully invested alongside our clients.”
Background
- Joined Polen Capital: 2017
- Education: B.A. in Psychology and Minor in Business Economics from the University of Notre Dame
- Primary Responsibility: Is a member of the Advisor Relations team and is responsible for servicing clients and marketing initiatives
- Special Interests: Coaching youth lacrosse, travelling, and working out
Mr. Shepardson joined Polen Capital in 2017. Prior to joining Polen, he spent three years in Marketing and Client Service with DePrince, Race & Zollo. He received his B.A. in Psychology with a Minor in Business Economics from the University of Notre Dame, where he was a member of the lacrosse team. Mr. Shepardson is a CFA® charterholder and member of the CFA Society of South Florida.