"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2003
Education: M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School. B.S. and M.B.A. from University of Alabama
Primary Responsibility: As CEO, Mr. Moss is responsible for the strategic direction of the firm, and maintaining and nurturing a culture for talent to thrive in.
Designations: CFA charterholder
Special Interests: Photographing nature and architecture from world travels, participating in fitness boot camps, watching his sons play sports, and helping the community through contributions and volunteering.
Other: Member of the 1992 University of Alabama National Championship football team.
Biography: Mr. Moss joined Polen Capital in 2003. As CEO, Mr. Moss is responsible for the strategic direction of the firm and maintaining and nurturing a culture for talent to thrive in. Prior to joining Polen Capital, Mr. Moss served in CFO, strategic planning, operational and business development capacities for AmSouth Wealth and Asset Management. Prior to AmSouth Mr. Moss was an Auditor for Coopers & Lybrand focusing on financial services companies. He received his M.S. in Global Finance from the NYU Stern School of Business and HKUST Business School. Mr. Moss received his B.S. in Accounting and earned his M.B.A. from the University of Alabama where he was a student athlete. Mr. Moss is a CFA charterholder and a Certified Public Accountant (inactive). He is a member of the Young Presidents’ Organization (YPO), the CFA Institute and the CFA Society of South Florida. Mr. Moss currently serves on the Florida Atlantic University College of Business Dean’s Advisory Board and as chairman for the annual Polen Capital Make-A-Wish golf event.