Braintree, Massachusetts, July 1, 2010 – Compass Securities Corporation announced today that Stacy Havener, a highly-regarded third party marketing executive with 12 years industry experience, has joined the firm as an independent affiliate through her practice, Havener Capital Partners, LLC.
“I chose to affiliate my practice with Compass because of their knowledge and commitment to the third party marketing industry. Compass has a stellar reputation in this space and the support they provide enables me to do a better job for my clients.” said Stacy.
“We are pleased to have Stacy join our growing network of distinguished institutional investment executives,” said John R. Ahern, President of Compass Securities Corporation. “Her demonstrated commitment to excellence and extensive experience in the Registered Investment Advisor and wealth management channel make Stacy an ideal match, and she will be invaluable to Compass as we continue to grow our organization.”
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 7 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 dollars.
Active in the industry, Stacy is currently President-Elect of the Third Party Marketers Association (www.3pm.org) 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. Located in Boston, Massachusetts, Havener Capital Partners, is an institutional division of Compass Securities Corporation
Compass Securities Corporation (member FINRA, SIPC) is an institutionally focused broker/dealer specialized in debt and equity private placements of tax credit syndications, venture capital and alternative investments, as well as third party long only, and hedge investment manager representation. Compass was established in 1985 as a wholly owned subsidiary of Compass Capital Corporation.