Shane Smith

Analyst-Equity at Polen Capital Management LLC

Finance

Consumer Services

Profile

Mr. Shane Smith, CFA, is a Research Analyst at Polen Capital Management LLC.
He joined the firm in July 2019 and is member of the Small Company Growth Team with responsibility for investment research.
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.
He is a CFA charter holder.

Shane Smith active positions

Companies	Position	Start
Polen Capital Management LLC Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.	Analyst-Equity	2019-06-30

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Training of Shane Smith

University of Florida

Graduate Degree

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100 +

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Linked companies

Private companies	1
Polen Capital Management LLC Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.	Finance