Niva WealthLet’s talk

Rachel Trock

Chief People Officer at Polen Capital Management

Officer record from the firm’s Form ADVForm ADV filed 30 September 2026

Rachel Trock is Chief People Officer of Polen Capital Management, LLC, a Boca Raton investment adviser.

Role at Polen Capital Management

Title on Schedule A
Chief People Officer
Control
Rachel Trock is a control person of Polen Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Rachel Trock has held the filed role since April 2022.

The firm

Polen Capital Management, LLC
Boca Raton, FL

Form ADV filed 30 September 2026

$24.1B AUM1,602 clients22 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Rachel Trock is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Rachel Trock
CRD
4007341
Firm
Polen Capital Management, LLC
Record basis
Form ADV officer listing
Firm bio
polencapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Rachel Trock is Polen Capital’s Chief People Officer, responsible for People and Culture. Before joining Polen, she worked in human resources at RBC Capital Markets and Lehman Brothers. Official firm biography page

Education

  • She earned a B.B.A. in Finance and International Business from Emory University and an M.B.A. from Columbia Business School.Official firm biography page

Common questions

Where does Rachel Trock work?

Rachel Trock has been Chief People Officer of Polen Capital Management, LLC since April 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Leadership at Polen Capital Management

Sources

  1. IAPD individual lookup, CRD 4007341. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Polen Capital Management, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Polen Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Rachel Trock or Polen Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.