Stacy Havener

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 community Whether 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 s••••@havenercapital.com A 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.

Experience

1. Podcast Host

   Billion Dollar Backstory Podcast

   Jan 2023 — Present · Newport, RI, US

   New Episodes Drop Wed AMs Sign up billiondollarbackstory (dot) com Grateful and proud to be sponsored by Ultimus Fund Solutions

Education

• Western Connecticut State University

  BA

  1994 — 1998

Skills

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