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.

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