Shane Smith, CFA

Research Analyst

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


  • Joined Polen Capital: 2019
  • Education: B.S. in Environmental Horticulture and M.S. in Management from the University of Florida
  • Primary Responsibility: Is a member of the Small Company Growth Team with responsibility for investment research
  • Special Interests: Traveling, hiking, working out, and reading

Mr. Smith joined Polen Capital Management in 2019. Prior to joining Polen Capital, Mr. Smith was a research analyst on the Global Small Cap team at Franklin Templeton, where he worked for seven years. Mr. Smith received a B.S. in Environmental Horticulture, graduating with honors in 2010, and an M.S. in Management with a Minor in Soil and Water Science from the University of Florida in 2011. Mr. Smith is a CFA® charterholder.

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