Stacy Havener
Founder and Chief Executive Officer
Professional Overview
Stacy Havener is an accomplished financial services executive and entrepreneur with over two decades of experience. As the Founder and CEO of Havener Capital Partners LLC, she leads a team of seasoned investment professionals in delivering customized solutions to institutional and high-net-worth clients. With a deep understanding of the investment landscape and a keen eye for emerging trends, Stacy has established herself as a respected voice in the industry.
Experience Summary
Current Role
As the Founder and CEO of Havener Capital Partners LLC, Stacy is responsible for setting the strategic vision and overseeing all aspects of the firm's operations. Under her leadership, the company has become a trusted advisor to a diverse client base, providing comprehensive investment management, advisory, and consulting services. Stacy's ability to navigate complex market conditions and identify lucrative investment opportunities has been instrumental in driving the firm's growth and success.
Career Progression
Prior to founding Havener Capital Partners, Stacy served as a Principal at Arrow Partners, where she played a key role in the firm's investment strategy and portfolio management. She also co-founded Candlewood Advisory Partners, LLC, where she honed her skills in portfolio construction, risk management, and client relationship building. Earlier in her career, Stacy held the position of Vice President and National Sales Manager at Sincere & Co, where she successfully led a team of sales professionals and contributed to the company's expansion into new markets.
Academic Background
Stacy holds a Bachelor of Science degree in Finance from the University of Rhode Island, where she graduated with distinction. Her academic achievements and strong analytical skills have been instrumental in shaping her professional success.
Areas of Expertise
- Investment management and portfolio construction
- Alternative investment strategies
- Institutional client relations and business development
- Regulatory compliance and risk management
- Macroeconomic analysis and market trends
Professional Impact
Stacy's leadership and expertise have been widely recognized in the industry. She has been a featured speaker at numerous industry conferences and has contributed to various publications, sharing her insights on investment strategies and market dynamics. Stacy's passion for mentoring and developing young professionals has also led her to serve on the advisory board of Saguaro Capital Management, where she provides strategic guidance and support.
Conclusion
With her exceptional track record, deep industry knowledge, and unwavering commitment to client success, Stacy Havener is poised to continue driving Havener Capital Partners' growth and solidifying its position as a leading investment management firm. Her entrepreneurial spirit, coupled with her ability to navigate complex market conditions, make her a valuable asset to both her clients and the broader financial services industry.
