Stacy E. Havener is Founder and President of Havener Capital Partners, LLC, an institutional division of Compass Securities Corporation. She has worked in the financial services industry since 1998 and has extensive experience in the third party marketing field. Well recognized for her expertise in the Registered Investment Advisor and wealth management channel, Stacy has a background in product development as well as raising assets through successful distribution strategies.

Prior to founding Havener Capital Partners in 2010, Stacy co-founded third party marketing firm Candlewood Advisory Partners and worked with institutional marketing firm Arrow Partners. Her career in third party marketing began in 2000 when she joined Sincere & Co. as the first employee. Prior to her seven years at Sincere, she served as Marketing Manager for Grand Prix Funds (Wilton, CT). In her investment sales career, Stacy has raised over $5 billion.

Active in the industry, Stacy is currently President-Elect of the Third Party Marketers Association and is the former chairperson of the Financial Planning Association's Corporate Resource Council.

Stacy holds the FINRA Series 6, 7, 24, 63, 66, and 79 licenses. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. Stacy was named to both the NCAA and the GTE/CoSida Academic All-American team for Division III Women's Soccer and subsequently nominated for NCAA Woman of the Year in 1998.

Reach Stacy at 617-859-3777 or email at Shavener@CompassSecurities.com.