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Thomas J Abbatacola

Polen Capital Management, LLC

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About Thomas J Abbatacola

Thomas J. Abbatacola is a registered representative with Polen Capital Management, LLC and has been in the financial services industry since 2005. Thomas is a relationship manager and manages relationships with national account clients for the firm. Prior to joining Polen Capital Management, Thomas was employed by Invesco Distributors, Inc. and Van Kampen Funds Inc. Thomas is licensed to offer securities and investment advisory services in 51 states and the District of Columbia.

Firm Information

Thomas Abbatacola is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Abbatacola’s Registration & Firm History

IL

12/18/2020 - Present

Polen Capital Management, LLC (Geneva IL)

IL

06/01/2010 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

IL

06/27/2005 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 07/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas J Abbatacola.
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