Stacy Havener - Proven Entrepreneur and Financial Services Leader

Professional Overview

Stacy Havener is an accomplished entrepreneur and financial industry veteran, known for her expertise in investment management, wealth advisory, and strategic business development. As the Founder and CEO of Havener Capital Partners LLC, she leverages her extensive experience to drive growth and innovation in the financial services sector.

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 emerged as a respected investment management and wealth advisory firm, providing tailored solutions to a diverse client base. Stacy also hosts the "Billion Dollar Backstory" podcast, where she delves into the inspirational stories and strategies of successful entrepreneurs and business leaders.

Career Progression

Prior to founding Havener Capital Partners, Stacy held various leadership roles in the financial industry. She served as a Principal at Arrow Partners, where she was instrumental in driving the firm's expansion and client acquisition efforts. Additionally, Stacy co-founded Candlewood Advisory Partners, LLC, where she played a pivotal role in developing the firm's investment strategies and client service initiatives. Earlier in her career, Stacy held the position of Vice President and National Sales Manager at Sincere & Co., where she spearheaded the company's nationwide sales and distribution efforts.

Academic Background

Stacy holds a Bachelor's degree in Finance from the University of Rhode Island, where she graduated with distinction. Her academic achievements and specialized knowledge in finance have been pivotal in shaping her professional success.

Areas of Expertise

Stacy's expertise spans investment management, wealth advisory, strategic business development, and entrepreneurship. She is adept at identifying market trends, developing innovative investment solutions, and building strong client relationships. Her leadership skills and ability to navigate complex financial landscapes have been instrumental in driving the growth and success of the organizations she has been associated with.

Professional Impact

Under Stacy's leadership, Havener Capital Partners has become a respected name in the investment management and wealth advisory industry. The firm has consistently delivered strong investment performance and personalized client service, earning the trust and loyalty of its growing client base. Stacy's industry contributions include her role as an Advisory Board Member at Saguaro Capital Management, where she provides strategic guidance and insights to the firm.

Conclusion

With a proven track record of entrepreneurial success and a deep understanding of the financial services industry, Stacy Havener is poised to continue driving innovation and growth in the field. Her commitment to excellence, coupled with her leadership acumen and industry expertise, make her a valuable asset to both her clients and the broader financial community.