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Leonardo Gonzalez, Cfa Email & Phone Number

Relationship Manager at Polen Capital Management at Polen Capital Management
Location: Boca Raton, Florida, United States 7 work roles 3 schools
1 work email found @polencapital.com 1 phone found area 561 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@polencapital.com
Direct phone (561) ***-****
LinkedIn Profile matched
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Current company
Polen Capital Management
Role
Relationship Manager at Polen Capital Management
Location
Boca Raton, Florida, United States
Company size
114 employees

Who is Leonardo Gonzalez, Cfa? Overview

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Quick answer

Leonardo Gonzalez, Cfa is listed as Relationship Manager at Polen Capital Management at Polen Capital Management, a with 114 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at polencapital.com, phone signal with area code 561, and a matched LinkedIn profile for Leonardo Gonzalez, Cfa.

Leonardo Gonzalez, Cfa previously worked as Relationship Manager at Polen Capital Management and Co-Chair EMBRACE ERG at Polen Capital. Leonardo Gonzalez, Cfa holds Bachelor Of Arts, Economics from University Of Florida.

Company email context

Email format at Polen Capital Management

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*@polencapital.com
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AeroLeads found 1 current-domain work email signal for Leonardo Gonzalez, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Leonardo Gonzalez, Cfa

With a tenure spanning over ten years at Polen Capital, my focus has been identifying and fostering strategic advisory relationships with a spectrum of clients, from top-tier wirehouses, RIAs, and private family offices. Expertise in equity and debt markets + vehicles to access our strategies (SMAs, Mutual Funds, Offshore Mutual Funds - UCITS, Interval Funds, ETFs, CITs), and fluency in English, Spanish, and French enable the facilitation of cross-cultural and regional growth opportunities, particularly in Florida, Texas, Virginia, Washington DC, and Latin America.The team at Polen Capital is committed to protecting and growing capital while unlocking unique investment avenues in high-quality companies globally. Collaboratively, we've cultivated a culture that prioritizes results and consistently exceeds expectations for our clients and community. Our dedication has earned us recognition as one of the “Best Places to Work” in the industry, a testament to our collective efforts and the trust placed in us by our esteemed investors.

Listed skills include Portfolio Management, Series 7, Economics, Equities, and 6 others.

Current workplace

Leonardo Gonzalez, Cfa's current company

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Polen Capital Management
Polen Capital Management
Relationship Manager at Polen Capital Management
boca raton, florida, united states
Website
polencapital.com
Employees
114
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Company profile
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7 roles

Leonardo Gonzalez, Cfa work experience

A career timeline built from the work history available for this profile.

Co-Chair Embrace Erg

Polen Capital

Boca Raton, Florida, United States

Aug 2021 - Aug 2023

Senior Relationship Associate

Polen Capital

Boca Raton, Fl

Sep 2015 - Sep 2018

Relationship Associate

Polen Capital

Boca Raton, Florida

Feb 2014 - Sep 2015

Wealth Management Advisor

Merrill Lynch

Miami/Fort Lauderdale Area

- Creating and executing disciplined investment strategies to assist clients to achieve and protect wealth accumulation- Knowledgeable in subjects related to equities, fixed income, ETF, mutual funds, alternative investments, and annuities

Jul 2011 - Jan 2014

Country Research Director

Oxford Business Group

London, United Kingdom

Experience includes:- Led field-based primary market research to gauge the feasibility of FDI opportunities across global emerging and frontier economies located in the EMENA and APAC regions-Initiated contact with and established a network with Heads of State, Cabinet Ministers, and CEOs of leading global companies in order to acquire support for country projects. -Managed projects in The Philippines, Saudi Arabia, the United Arab Emirates (Ras al Khaimah) and Sultanate of Oman.- Assessed, established and managed daily field operations including formulation of strategy for market approach, market studies, financial parameters, recruitment and training of in-country field staff, and communications & logistics with head offices in Istanbul, Turkey and London, UK.- Researched, established and maintained strategic partnerships and key alliances with government agencies, investment institutions and companies including, but not limited to, the Saudi Arabian General Investment Authority, HSBC, KPMG, RAK Investment Authority, and Grant Thornton Oman.

Jun 2008 - Feb 2011

Project Director

Mp Consulting

Brussels Area, Belgium

Experience includes:- Applied both analytical and quantitative expertise to assess investment opportunities within Egypt, Jordan, United Arab Emirates, and Qatar- Promoted to Project Director and managed research teams in the UAE (Dubai, Abu Dhabi, and Sharjah) and Qatar- Executed business development activities, including entering new markets and closing Memorandums of Understanding, which opened future revenue streams for the company- Projects under management generated advertising revenues in excess of USD1.3million - Trained and coached 10 new-hires developing leadership, self-confidence, sales, and negotiation skills required for success within their roles as economic consultants- Investment reports were featured on FOX5 New York and the New York Post

May 2006 - Jun 2008
Team & coworkers

Colleagues at Polen Capital Management

Other employees you can reach at polencapital.com. View company contacts for 114 employees →

MW Mark Williams Mark Williams Colleague at Polen Capital ManagementUnited Kingdom View → EK Erika Kennedy Erika Kennedy Colleague at Polen Capital ManagementGreater Chicago Area, United States View → SL Sarah Lohrey Sarah Lohrey Colleague at Polen Capital ManagementManhattan Beach, California, United States View → RP Rana Pritanjali, Cfa Rana Pritanjali, Cfa Colleague at Polen Capital ManagementBoca Raton, Florida, United States View → JD Jeff Diamond Jeff Diamond Colleague at Polen Capital ManagementNew York City Metropolitan Area, United States View → MW Molly Wimer Molly Wimer Colleague at Polen Capital ManagementBoston, Massachusetts, United States View → AN Alan Nolan, Cfa Alan Nolan, Cfa Colleague at Polen Capital ManagementLondon, England, United Kingdom View → KC Kevin Chee Kevin Chee Colleague at Polen Capital ManagementHong Kong Sar, Hong Kong View → JF Jorge Fernandez Jorge Fernandez Colleague at Polen Capital ManagementUnited States View → NC Nasim Choudhury Nasim Choudhury Colleague at Polen Capital ManagementLondon, England, United Kingdom View →
3 education records

Leonardo Gonzalez, Cfa education

Education record

University Of Florida - Paris Research Center @ University Of Columbia Global Center - Paris, France

Study abroad program with a curriculum focusing on European and global business practices.

FAQ

Frequently asked questions about Leonardo Gonzalez, Cfa

Quick answers generated from the profile data available on this page.

What company does Leonardo Gonzalez, Cfa work for?

Leonardo Gonzalez, Cfa works for Polen Capital Management.

What is Leonardo Gonzalez, Cfa's role at Polen Capital Management?

Leonardo Gonzalez, Cfa is listed as Relationship Manager at Polen Capital Management at Polen Capital Management.

What is Leonardo Gonzalez, Cfa's email address?

AeroLeads has found 1 work email signal at @polencapital.com for Leonardo Gonzalez, Cfa at Polen Capital Management.

What is Leonardo Gonzalez, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 561 for Leonardo Gonzalez, Cfa at Polen Capital Management.

Where is Leonardo Gonzalez, Cfa based?

Leonardo Gonzalez, Cfa is based in Boca Raton, Florida, United States while working with Polen Capital Management.

What companies has Leonardo Gonzalez, Cfa worked for?

Leonardo Gonzalez, Cfa has worked for Polen Capital Management, Polen Capital, Merrill Lynch, Oxford Business Group, and Mp Consulting.

Who are Leonardo Gonzalez, Cfa's colleagues at Polen Capital Management?

Leonardo Gonzalez, Cfa's colleagues at Polen Capital Management include Mark Williams, Erika Kennedy, Sarah Lohrey, Rana Pritanjali, Cfa, and Jeff Diamond.

How can I contact Leonardo Gonzalez, Cfa?

You can use AeroLeads to view verified contact signals for Leonardo Gonzalez, Cfa at Polen Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Leonardo Gonzalez, Cfa attend?

Leonardo Gonzalez, Cfa holds Bachelor Of Arts, Economics from University Of Florida.

What skills is Leonardo Gonzalez, Cfa known for?

Leonardo Gonzalez, Cfa is listed with skills including Portfolio Management, Series 7, Economics, Equities, Capital Markets, Investment Advisory, Bilingual Proficiency, and Asset Allocation.

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