Mr. Porter joined Polen Capital Credit in 2019 and has more than 29 years of experience in the investment industry.  He is responsible for business development and consultant relations for the firm.  Prior to joining Polen Capital Credit, Mr. Porter spent nine years at Amundi Pioneer Asset Management (f/k/a Pioneer Investments), where he served for seven years as senior vice president and head of institutional distribution for North America, and was a member of the firm’s U.S. Management Committee.  In this capacity, he was responsible for managing a team of business development, consultant relations, relationship management and client portfolio management professionals.  During his first two years at Pioneer Investments, he served as head of consultant relations where he built and managed the team in North America.  Prior to that, he spent twelve years at State Street Global Advisors (SSgA), where he held senior roles in consultant relations and client portfolio management.  Earlier in his career, he worked at Scudder, Stevens & Clark.  Mr. Porter received his MBA, with a concentration in Marketing, from Northeastern University and his BA, magna cum laude, from St. Lawrence University and he holds his Series 7 and 63 registrations.

Mr. Ross joined Polen Capital Credit in 2016 and has more than 20 years of experience in the investment management industry.  Mr. Ross works with members of the firm’s distribution team to effectively communicate Polen Capital Credit’s investment philosophy and strategies with clients, consultants and prospects.  Prior to joining Polen Capital Credit, he served as a fixed income product management analyst at Wellington Management Company, where he acted as a proxy for portfolio managers in communicating to clients, consultants, and prospects on investment strategies, positioning, and market outlook.  Prior to that, Mr. Ross worked as an equity research associate at MFS Investment Management, where he built and maintained company models using bottom-up fundamental analysis to forecast various metrics.  Mr. Ross graduated cum laude with a BS in Finance from the University of Massachusetts and is a CFA charterholder.

Mr. Levine joined Polen Capital Credit in 2008 and has more than 21 years of experience in the investment management industry.  Mr. Levine works with the members of the firm’s distribution team to effectively communicate Polen Capital Credit’s investment philosophy and strategies with its clients, consultants and prospects. Mr. Levine received his MS in Finance from Bentley University and his BS from Framingham State University.  Mr. Levine is a CFA charterholder.

Mr. Hensher joined Polen Capital Credit in 2016 and has more than 27 years of experience in the investment management industry.  He is a relationship manager for Polen Capital Credit and also has business development responsibilities.  Prior to joining Polen Capital Credit, he served as a director of relationship management at MFS International (UK) Limited in London for over ten years. Mr. Hensher worked with a broad range of institutional clients in the Nordic, North American and UK regions.  Prior to that, Mr. Hensher was a client service manager, also at MFS International, where he set up and managed the London Institutional Client Service team. Earlier in his career, he worked at Goldman Sachs Asset Management, Rothschild Asset Management and Coutts & Co. Private Bank. Mr. Hensher received his Investment Management Certification (IMC) at the London School of Business.

Ms. Wedge joined Polen Capital Credit in 2015 and has more than seven years of experience in the investment management industry.  She is responsible for developing and maintaining client and consultant relationships, as well as business development. Prior to joining Polen Capital Credit, she served as a data integrity analyst at Commonwealth Financial Network, where she supported financial advisors by maintaining and analyzing the data related to both client accounts and sponsor companies. Ms. Wedge received her BS in Mathematics and Finance from the College of Charleston and she holds her Series 7 and 63 registrations.

Ms. Kennedy most recently joined Polen Capital Credit in 2017 and has more than 15 years of industry experience.  She is responsible for business development in various regions of the U.S.  She also served as a senior relationship manager at Polen Capital Credit from 2008-2016.  Prior to re-joining Polen Capital Credit in 2017, Ms. Kennedy worked as Vice President of Institutional Sales and Consultant Relations at NWQ Investment Management Company.  Prior to initially joining Polen Capital Credit in 2008, Ms. Kennedy was a compliance analyst at Fidelity Investments.  Ms. Kennedy received her MA from the University of Miami and her BS from Syracuse University and she holds her Series 7 and 63 registrations.