Drew A Halperin

Employer firm

Polen Capital Management, LLC CRD 106093

$24.1B regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2024 → Present
  Foreside Funds Distributors Llc
  Boca Raton, FL
• 10/2024 → Present
  Polen Capital Management, Llc
  Boca Raton, FL
• 06/2023 → 10/2024
  Strategies For Wealth
  New York, NY
• 08/2022 → 06/2023
  Cowen Group
  Stamford, CT
• 06/2018 → 08/2022
  Patterson Country Club
  Fairfield, CT
• 04/2014 → 06/2018
  Town Of Westport, Connecticut Travel And Rec Soccer League
  Westport, CT

Other Businesses

1). Polen Capital Management, LLC; Investment Related; Investment Management; Boca Raton, FL; Start: 10/1/2024; Regional Consultant; Make calls to current and potential clients, schedule trips for external wholesalers, and answer questions about Polen Capital; 180 Hours Per Month and 0 During Trading. 2). In addition to being an Investment Advisor Representative of Polen Capital Management, LLC, this associate is a Registered Representative of Foreside Funds Distributors LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Funds Distributors LLC.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01

Other Names

• Drew A Halperin
• Drew Halperin