Steve joined Havener Capital Partners in February 2018 as President bringing extensive experience to the team. He is a CFA charterholder, has worked in operations, product development, and marketing, and has an impressive track record in sales and sales management. He is joining Havener to help our clients achieve their growth plans.
Prior to Havener, Steve spent almost 30 years at Westcore Funds/Denver Investments where he was a partner and led the mutual fund sales effort. During his tenure, he and his team consistently raised $500mm+ per year and helped multiple strategies cross the coveted $1B threshold.
Steve is on the Board of Directors of a non-profit, Inside the Orchestra. He was a music major (trumpet) at University of Colorado before switching to finance/business and obtaining a Master of Science degree in Finance. Mountain biking, skiing, fly fishing, camping – if it’s an outdoor activity, Steve is your man. And Denver is his city – he and his wife are Colorado natives. His son is a Boy Scout, his daughter is a Girl Scout, and Steve is the Popcorn Kernel.
Steve is a registered representative of Compass Securities Corporation.