Brian K. Smith, CFA
Global Head of Institutional & Client Service
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.
B.S. in Political Science from Spring Hill College and M.B.A in Finance from DePaul University
Traveling, hiking, working out, and reading
Get in touch
Interested in learning more about Polen Capital? We'd like to hear from you.
The views expressed represent the opinions of the author and are not intended as a forecast or guarantee of future results. Information is current as of the date shown and is subject to change without notice. Polen Capital Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.
© 2026 Polen Capital Management, LLC. All rights reserved.