Stacey Carter

Senior Compliance Associate

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


  • Joined Polen Capital: 2021
  • Education: B.A. in Political Science from Fordham University
  • Primary Responsibility: Is a member of the Business Management team and supports legal and compliance functions across the firm
  • Special Interests: Traveling, community outreach, volunteering, and spending time with friends and family

Ms. Carter joined Polen Capital in 2021. Prior to joining Polen Capital, Ms. Carter was a Compliance Analyst at Natixis Investment Managers, where she worked for eight years. Ms. Carter received her B.A. in Political Science from Fordham University.

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