Brian K. Smith, CFA

Brian serves as Global Head of Institutional and Client Service, responsible for promoting Polen Capital's position as a strong multi-product Institutional organization. Prior to joining Polen Capital in 2020, Brian was Senior Vice President for Callan LLC, where he consulted with state and local governments, endowments, foundations, and healthcare clients. Prior to Callan, Brian spent over a decade as Director of Institutional Services at Atlanta Capital Management, where he co-led multiple business units including client service, consultant relations, new business development, and back-office operations. Brian received a B.S. in Political Science from Spring Hill College and an M.B.A. in Finance from DePaul University. Brian is a CFA® charterholder.