Henri
Pitkanen

Polen Capital Management, LLC

CRD#6989618
Investment Advisor
in Boca Raton, FL

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About this Advisor

Henri Pitkanen is a financial advisor based in Boca Raton, Florida, working with Polen Capital Management, LLC. Henri has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Duke University, Aalto University, Nordea Bank, Bank Of America, N.A, Oracle, Polen Capital, and Foreside Fund Distributors, LLC. Henri has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Henri is part of Polen Capital Management, LLC, which operates out of Boca Raton, Florida. The firm has 1 office and 173 employees. The firm manages assets totaling $43.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Polen Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1825 Nw Corporate Blvd. Suite 300
Boca Raton, FL 33431

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Polen Capital Management, LLC Brokerage Details

Total Assets Under Management

$43,238,955,480

FL Average: $1,855,561,029
Total Number of Employees

173

FL Average: 62
Total Number of Accounts

3,397

FL Average: 2,474
Average Account Size

$12,728,571

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Henri Pitkanen Work History

2020 - Present (4 years)

Polen Capital

2020 - Present (4 years)

Foreside Fund Distributors, LLC

2019 - 2020 (1 year)

Oracle

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2018 (1 year)

Duke University

2014 - 2017 (3 years)

Nordea Bank

2013 - 2017 (4 years)

Aalto University

Disclosures

Please visit the SEC profile of Henri Pitkanen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Polen Capital Management, LLC

Leonardo Gonzalez
Boca Raton, FL
Joshua Ojeda
Boca Raton, FL
Jessica Hargrett
Boca Raton, FL
Henri Pitkanen
Boca Raton, FL
Paul Fitzgerald
Boca Raton, FL
Gregory Moro
Boca Raton, FL
Daniel Mclennon
Boca Raton, FL
Thomas Abbatacola
Geneva, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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