DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Polen Capital Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benjamin Anthony Menconi | Polen Capital Management, LLC asset manager | Pgim Investments LLC asset manager | Other | Mar 30, 2026 | Apr 21, 2026 |
| Gregory Moro | Polen Capital Management, LLC asset manager | J.P. Morgan Securities LLC wirehouse | Other | Mar 30, 2026 | Jul 14, 2026 (106 d) |
| Steven Jared Zimmerman | Polen Capital Management, LLC asset manager | Equity Investment Corp independent RIA | Other | Jan 21, 2026 | Jan 27, 2026 |
| Michael James Oconnor | Polen Capital Management, LLC asset manager | Hartford Funds asset manager | Other | Jan 21, 2026 | Apr 28, 2026 (97 d) |
| Henri Juhani Waltteri Pitkanen | Polen Capital Management, LLC asset manager | Maytech Global Investments independent RIA | Other | Aug 22, 2025 | Dec 17, 2025 (117 d) |
| Alexandra Rose Choinski | Polen Capital Management, LLC asset manager | Lazard Asset Management LLC other | Other | Apr 8, 2024 | Apr 30, 2024 |
| Magaly H Williams | Polen Capital Management, LLC asset manager | T. Rowe Price Advisory Services, Inc. BD affiliated | Other | Nov 16, 2023 | Sep 20, 2024 (309 d) |
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7 moves match.