Stacy Havener

Stacy Havener Email and Phone Number

Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host @ Havener Capital Partners LLC
Stacy Havener's Location
Newport, Rhode Island, United States, United States
Stacy Havener's Contact Details

Stacy Havener personal email

n/a
About Stacy Havener

Hi, I’m Stacy - a blue-collar girl from the Berkshires who turned a way with words and love of numbers into a business that has raised billions for boutique asset managers. I’ve raised $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM.Being a female founder in the male-dominated investment industry at the age of 30 required a huge leap of faith in connecting two tribes: talented boutique asset managers and early adopter investors.The leap of faith was spot on. 10+ years later, Havener Capital Partners leads the industry in helping investment boutiques grow. We help clients in three ways: (1) Embedded as part of your sales and marketing team (2) Consulting on sales and marketing efforts with you (3) Coaching you and your team in our membership communityWhether it’s consulting and masterminds, expanding sales and marketing capabilities, or connecting to our network of RIAs and family offices, clients benefit from an expert team and a time-tested framework that has raised billions for boutiques.If I can be of assistance, please reach out at stacy@havenercapital.comA little more about me: I’m obsessed with all things old school – hip-hop music, classic cars, craft cocktails and vintage furniture. My best lessons in life were learned on the soccer field where I went from picking flowers at the age of 9, to playing on all-boy teams, to becoming an Academic All-American in college. Most days you will find me at our office in the city-by-the sea, Newport, RI, sitting next to my reggae-loving husband (who is also my business partner), with a Dunkin Donuts coffee in my hand, and our rescue pitbull at my feet. In addition to building a business together, Erik and I are raising a daughter which is by far my favorite adventure. At the heart of it all, there is one thing I believe in – underdogs. Doesn’t matter who we are or what industry we are in, we all start from the bottom; we have all been underdogs. This rebel spirit fuels me every day.

Stacy Havener's Current Company Details
Havener Capital Partners LLC

Havener Capital Partners Llc

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Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host
Stacy Havener Work Experience Details
  • Havener Capital Partners Llc
    Founder, Ceo
    Havener Capital Partners Llc Mar 2010 - Present
    Newport, Ri, Us
    We wrote the playbook to grow your investment boutique.💲The Billion Dollar Blueprint™ Story-led sales and marketing = $30B+ AUM for boutiques⭐ Helping investment boutique founders, fund mgrs, and teams build Authenticity ➡ Authority ➡ Audience ➡ Alignment to increase AUM💻 Learn morehavenercapital.com - - - - 𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴 𝘪𝘴 𝘢𝘯 𝘐𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘮𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈 𝘚𝘐𝘗𝘊 50 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦 𝘏𝘪𝘭𝘭 𝘖𝘧𝘧𝘪𝘤𝘦 𝘗𝘢𝘳𝘬, 𝘚𝘶𝘪𝘵𝘦 105, 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦, 𝘔𝘈, 02184; 𝘛: 781-535-6083 𝘚𝘵𝘢𝘤𝘺 𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘢 𝘍𝘐𝘕𝘙𝘈 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘣𝘳𝘰𝘬𝘦𝘳 / 𝘥𝘦𝘢𝘭𝘦𝘳.
  • Billion Dollar Backstory Podcast
    Podcast Host
    Billion Dollar Backstory Podcast Jan 2023 - Present
    New Episodes Drop Wed AMs 🎤Sign up billiondollarbackstory (dot) comGrateful and proud to be sponsored by Ultimus Fund Solutions
  • Saguaro Capital Management
    Advisory Board Member
    Saguaro Capital Management Mar 2022 - Present
    Chandler, Arizona, Us
  • Arrow Partners
    Principal
    Arrow Partners Apr 2009 - Mar 2010
    Rye Brook, New York, Us
    Independent sales and marketing firm representing investment managers to institutional investors.
  • Candlewood Advisory Partners, Llc
    Co-Founder, Managing Partner
    Candlewood Advisory Partners, Llc Jan 2007 - Apr 2009
    Co-founder of Candlewood Advisory Partners, LLC, a third party marketing firm for investment managers focusing on the independent Registered Investment Advisor (RIA) and family office channel.
  • Sincere & Co
    Vice President, National Sales Manager
    Sincere & Co Jan 2000 - Dec 2006
    First employee at financial services start-up firm focused on third party marketing services for investment managers targeting the Registered Investment Advisor channel. Directed the sales effort and assisted in the due diligence of potential investment management clients. Integral to development of overall firm strategy. Over 7 year tenure, firm grew to 10 employees and raised over $5 B in assets for clients.

Stacy Havener Skills

Mutual Funds Asset Management Investments Wealth Management Marketing Strategy Investment Management Product Development Financial Services Start Ups Investor Relations Asset Managment Securities Strategy Alternative Investments Sales Management Hedge Funds Portfolio Management Financial Advisory Due Diligence Market Research Institutional Investors Salesforce.com Institutional Investments New Business Development Morningstar

Stacy Havener Education Details

  • Western Connecticut State University
    Western Connecticut State University
    English Literature

Frequently Asked Questions about Stacy Havener

What company does Stacy Havener work for?

Stacy Havener works for Havener Capital Partners Llc

What is Stacy Havener's role at the current company?

Stacy Havener's current role is Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host.

What is Stacy Havener's email address?

Stacy Havener's email address is st****@****tal.com

What is Stacy Havener's direct phone number?

Stacy Havener's direct phone number is +140131*****

What schools did Stacy Havener attend?

Stacy Havener attended Western Connecticut State University.

What skills is Stacy Havener known for?

Stacy Havener has skills like Mutual Funds, Asset Management, Investments, Wealth Management, Marketing Strategy, Investment Management, Product Development, Financial Services, Start Ups, Investor Relations, Asset Managment, Securities.

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