"Our mission is to preserve and grow client assets to protect their present and enable their future."
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, travel, and working out
Biography: 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.