WHY stacy havener founded havener capital partners
Wall Street loves numbers,
but it needs words
After college, our founder, Stacy Havener, took a job with her high school soccer coach - a $1B small cap equity manager - to help him launch a new fund. Her goal wasn’t to build a career on Wall Street; it was to earn enough money to pay for grad school to become a professor. Stacy was a writer, a poet, a story teller, not a fancy financier. She was a blue-collar kid from a working class town who got the “wrong” degree from the “wrong” school. She didn’t belong on Wall Street…
It turns out in an industry full of men who love numbers, there was a place for a girl who loved words. After helping her soccer coach launch and grow a new fund to $500mm in two years, she joined a third party marketing firm as the first employee and continued to raise money for investment boutiques. She launched or restructured over 25 funds and raised over $5B dollars over the next 7 years.
After her mentor retired, Stacy launched Havener Capital Partners to help start-ups, new funds, and boutiques - the “underdogs” of the investment world using her unique approach to raising money. Since the firm was founded in 2010, Stacy has been breaking down the repeatable process behind her success, developing the Billion Dollar Blueprint™, a sales and marketing framework for boutiques built around two core components: authenticity and storytelling. This Blueprint has now raised $8.5B dollars that has led to $30B in follow-on AUM... and we’re just getting started.
$8.5B
Raised for
investment boutiques
500
investor meetings
per year
1,000
early adopter investors
in our network
2010
YEAR
FOUNDED
100%
family & employee-owned
2,175
leads generated per year
350+
boutique / breakaway asset MGR conversations per year
The Best in the Industry with Street Smarts to Boot
Meet the team
Comprised of seasoned sales and marketing executives, tech savvy creatives, and data loving analysts, we have an alphabet soup of credentials from Series 6, 7, 24 to CFPs and CFAs. We combine the best of our industry with the best of other industries and throw in a dash of street smarts to boot.
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Stacy helps investment boutiques build momentum and attract assets through sales and marketing coaching, consulting, and strategic storytelling.
Areas of focus: People, strategy, words, numbers
Stacy Havener has a made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success in an industry dominated by numbers. Growing up the only girl on all-boy soccer teams, it’s no surprise she’s now a female entrepreneur in one of the toughest “boys clubs.”
At the heart of it all, there is one thing Stacy believes in – underdogs. Stacy is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade.
Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year.
Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop.
MOTTO: "ACTUALLY, WE CAN."
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Erik helps boutique asset managers grow their business by developing sales strategies informed by market research and fund analytics.
Joining Havener Capital Partners as the Director of Research in 2012, Erik now leads the outsourced sales program at Havener and spearheads investment analysis of both current and prospective clients across all asset classes and vehicles.
Prior to joining the firm, Erik was a member of the Investment Committee for a $1B independent RIA where he led the manager research effort and assisted with asset allocation and economic research. Erik also supported the firm’s trading functions and on-going SEC compliance obligations.
In addition to his research experience, Erik has worked for various organizations in the financial services industry in the area of trade operations and compliance, including LPL Financial of Boston, Mass. and San Diego, Calif.
Erik is a CFA charterholder and member of the CFA Institute, Boston Security Analysts Society, and the Providence Society of Financial Analysts. Erik also received his Accredited Wealth Management AdvisorSM designation in 2008 from the College of Financial Planning. He holds a Bachelor of Arts degree in Business Administration, with an emphasis in International Marketing and Finance, from Muhlenberg College in Allentown, Penn. Erik also studied abroad at Maastricht University in the Netherlands.
Besides his passion for numbers, Erik also loves great restaurants, good books and the New York Giants (he is a proud season ticket holder). He grew up in Connecticut and spent several years living in San Diego and Boston before moving to Rhode Island, the home state of his favorite idyll, Block Island.
MOTTO: "FATE FAVORS THE FEARLESS"
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Dustin helps boutiques build momentum and refine their strategic direction.
Areas of focus: business strategy and growth
Dustin joined Havener Capital Partners in July 2017 as the firm’s Growth Strategist. He works with our current clients on their strategy development and execution and is also responsible for identifying potential clients for the firm to represent. Making sure we partner with the right people, helping them find success, and ensuring they stay happy is the name of his game.
Prior to joining Havener, Dustin worked in the capital introduction space for two boutique sales/research firms. These firms provided introductions to allocators and market intelligence on global institutional investors. As VP of Manager Research and Head of Sales in the US, he managed teams that sold the firms’ services to hedge funds, venture capital, real estate and private equity funds. His role was to make sure sales goals were met and build the brand within the alternative fund universe.
Dustin received his Bachelor of Science degree in Finance from Merrimack College and was a member of the Men’s Baseball Team. He finished his studies at the University of St. Andrews in Scotland.
If Dustin is not traveling with his wife and Golden Retriever Cooper (@capecodcoop), he is at his home in Connecticut. You will often find him golfing, enjoying some wine/scotch while cooking, working out, or watching a game. Being idle is not in his DNA, but being Native American is (says Ancestry.com).
MOTTO: "WINNERS EMBRACE HARD WORK. THEY LOVE THE DISCIPLINE OF IT, THE TRADE-OFF THEY'RE MAKING TO WIN. LOSERS, ON THE OTHER HAND, SEE IT AS PUNISHMENT. AND THAT'S THE DIFFERENCE." – LOU HOLTZ
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Anna helps clients drive growth through story-led, data-backed marketing frameworks.
Areas of focus: content marketing, LinkedIn, marketing materials
Anna joined Havener Capital Partners in March 2022 to lead the outsourced marketing program and strategically grow the team.
Prior to joining Havener, Anna worked with our founder, Stacy, and other CEOs to grow their personal brands. She brings over a decade of experience in marketing and operations in the tech industry.
Anna received her Bachelor of Science degree in Psychology from the University of Washington.
Anna is passionate about quality design and content. When she’s not toggling between screens, she’s eating at new joints in San Diego, chucking dodgeballs at her kids, or plotting her next road trip.
MOTTO: "BE WHERE YOUR FEET ARE"
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Kaila leads operational initiatives and partnerships.
Kaila joined Havener Capital Partners in September 2016 as the CEO’s Executive Assistant.
Working closely with Stacy and the Leadership Team, Kaila now leads both internal and external initiatives, including client and project management, administration, financial oversight, and human resources. Kaila has over 15+ years of experience in the financial services industry.
Kaila began her career in Financial Services while living in Southern California. Working for SC Distributors as a Corporate Events Coordinator, she planned due diligence meetings and roadshow events, which helped her find her love for preparation. She has an eye for presentation and is a firm believer that organization is key to great success.
Kaila is a graduate of Roger Williams University, where she studied Psychology and Dance Performance. She has a true passion for movement and helping people.
Originally raised south of Boston, Kaila has been a Rhode Island resident for over ten years and takes a lot of pride in where she resides. She loves photography, the ocean, and recreating delicious cuisine after trying new restaurants. When Kaila is not busy capturing beautiful sunsets or finding the best local bites, she can be found at the park with her white German Shepard, Murray, whom she rescued in San Diego, CA.
MOTTO: "THE SQUEAKY WHEEL GETS THE GREASE."
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Mary helps clients uncover what makes them unique and communicate those differentiators through compelling, strategic content.
Areas of focus: content marketing, social media, email, copywriting, marketing strategy
There’s no gentle way to say this: Mary was a weird kid. But growing up in Newport, RI, her parents embraced and encouraged her individuality. Wearing plaid yellow pants to school today? Nice, you look great! You want people to call you Bob? Cool, will do. You’re going to be Forrest Gump in the school talent show? Amazing!
While the name change didn’t stick (she’s really more of a Mary), the sentiment did. Today, she’s unapologetically authentic, fully owns her unique abilities—and loves to help others do the same. She found her niche in traditionally “boring” industries and lives to discover that sweet spot where personality and professionalism intersect.
Luckily, fate stepped in when Mary and Stacy Havener crossed cobblestoned paths in Newport—now, she’s living the dream as Brand Manager for Havener Capital Partners.
Mary earned a BA in Visual and Media Arts from Emerson College and an MS in Internet Marketing from Full Sail University. When she’s not boosting the HCP brand, she embraces her inner Scorpio by unearthing family secrets on Ancestry.com. She also loves exploring Las Vegas (her new hometown) with her husband Andy, dancing to Britney Spears and other Y2K jams, and doing fabulous photo shoots with her dog, Kenny Powers.
MOTTO: “THE ONLY THING THAT COULD MAKE THIS DAY BETTER IS ICE CREAM.” – MICHAEL SCOTT
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Emily helps clients build authority within their niche and spark connections with investors through targeted content.
Areas of focus: Financial writing, storytelling, content strategy for the web, social media, and email
Emily joined Havener Capital Partners as Director of Content in November 2022. With more than 25 years of financial writing experience, she has developed the unique ability to translate complex topics into engaging, digestible stories. In her role at Havener, she leads a team of writers in conceptualizing and creating content for Havener’s asset manager clients.
Like many of Havener’s clients, Emily spent years working for “The Bigs” before breaking away to do her own thing. After writing for some of the biggest and best asset managers in the industry, she was ready for something different, so she cleared out her cube, turned in her employee ID, and set up shop in her drafty 100-year-old Denver home. In the years that followed, Emily led and supported hundreds of writing and editorial initiatives across diverse genres and interest groups – from investors, athletes, and artists to economists, educators, and environmentalists. She also had a baby (her third), became a certified yoga instructor, joined the board of a non-profit organization, and backpacked through the Grand Canyon.
In 2021, while still running her own business and running to keep up with her active family, Emily joined Havener on a contractual basis, where she supported the marketing team in developing content for the firm’s growing roster of clients. As the volume of work increased, so did Emily’s interest in helping boutique asset managers tell (write) their breakaway stories. As it turns out, joining Havener in a full-time role was the next chapter in her own story.
When she’s not conceptualizing and crafting content for Havener’s asset managers, Emily enjoys reading, traveling, hiking, soccer (from the sidelines), and gathering around backyard fire pits with friends—a pandemic-inspired trend that seems to have stuck.
MOTTO: “DRAW THE ART YOU WANT TO SEE, MAKE THE MUSIC YOU WANT TO HEAR, WRITE THE BOOKS YOU WANT TO READ.” ~ AUSTIN KLEON
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Steph helps clients enhance their online presence and boost visibility across the web and social media platforms through data-driven marketing strategies.
Areas of focus: marketing strategy, SEO, analytics, and web
Steph Russell joined Havener in January 2023 as a Marketing Manager on our Marketing team. She is responsible for executing the overall marketing and content strategy for Havener's clients.
Before joining Havener, Steph was a freelance digital marketing strategist, SEO, and Wordpress developer for 14 years, working with a variety of clients from different industries and backgrounds. Experienced in marketing, development, and design, Steph is passionate about business and all phases of website creation and growth. Steph is a graduate of Northeastern University where she studied Organizational Communications. She holds certificates in Digital Marketing and Startup Entrepreneurship.
When she isn’t in front of a computer screen for work and fun, Steph loves to travel, try new restaurants, spend time with family and her dog, go on adventures, and obsessively read and collect business and personal development books.
MOTTO: “IF YOU CAN DREAM IT, YOU CAN DO IT” ~ WALT DISNEY
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Kendall helps clients bring their stories to life across social media, email, blogs, and digital platforms. As Content Coordinator for Havener, she transforms complex financial topics into approachable, engaging content that connects with audiences and reflects each client’s unique voice.
Areas of focus: content creation, social media strategy, copywriting, and project management
If you ask her family, Kendall’s love for marketing started young. She was the kid glued to every Super Bowl commercial, probably without even realizing a game was happening. She didn’t know it then, but she was studying how brands could make people feel something in under 30 seconds. That early fascination turned into a passion for digital storytelling and brand strategy.
Kendall is a recent graduate of Fairfield University, where she earned her Bachelor’s degree in Marketing and Management. Naturally curious and creative, she thrives at the intersection of creativity and organization, finding joy in transforming ideas into stories that stick.
Outside of work, Kendall’s curiosity continues to take her places…literally. She’s traveled to more than 20 countries, collecting inspiration (and maybe a few too many snow globes and mini collectables) along the way. Each one reminds her that every story, like every journey, is about perspective.
When she’s not drafting posts or organizing content calendars, you’ll probably find her discovering new restaurants, rewatching timeless movies, or counting down the hours until her next iced coffee.
MOTTO: FIND OUT WHO YOU ARE AND DO IT ON PURPOSE. – DOLLY PARTON
We believe in the power of numbers, letters, and hard knocks.
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