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


Shane Smith, CFAResearch Analyst

Joined Polen Capital: 2019

Education: B.S. in Environmental Horticulture and M.S. in Management from the University of Florida.

Primary Responsibility: Member of the Small Company Growth Team with responsibility for investment research.

Designations: CFA charterholder

Special Interests: Traveling, hiking, working out, and reading.

Biography: 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 7 years. Mr. Smith received a B.S. in Environmental Horticulture, graduating with honors in 2010, and a 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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