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


Natasha PerezExecutive Assistant

Joined Polen Capital: 2018

Primary Responsibility: Executive Assistant to the International Distribution Team; responsible for supporting distribution activities outside of the Unites States.

Special Interests: Enjoys spending time with family, reading fantasy, watching movies, going to the beach, and taking trips to Disney.

Other: Fluent Spanish speaker

Biography: Natasha joined Polen Capital Management in 2018. Prior to joining Polen, Mrs. Perez worked at Wells Fargo as a Business Associate, where she provided support to SBA Lending Regional Sales and Business Development. Natasha also held roles at JP Morgan Chase Bank and the Miami VA Medical Center. She attended Rutgers University in Newark, NJ.


Phone: (561) 241-2425   |   (800) 358-1887 Follow Us: