Havener Capital Partners: New Clients & New Teammates

HCP is expanding our line-up. Meet the latest Rockstars.

Friday, October 5, 2018 - As the seasons have changed, so has Havener Capital Partners, and we want to share some exciting news with you! We’ve made some terrific hires this year, significantly expanding the size of the firm in the process, and have forged new partnerships with some world-class asset managers.

You may have already spoken with some our new team members, but regardless, here is an official introduction to our new rockstars:

Shannon Blair Taji, AIF joined us in May as a Sales Director, focusing on New England. Shannon’s career has spanned retirement services and asset management, including roles at Fidelity and Retirement Alliance. A soccer player in college, Shannon enjoys coaching her daughters’ soccer teams, preferably at a field along the Rhode Island coastline with a view of the water! If it has to do with being active and being outdoors, Shannon is in.

We welcomed Josh Walker in April as a Sales Director, focused on the Western states. Josh joins us from Colony NorthStar, a leading diversified equity REIT and alternative investment manager. One of many new teammates located in the beautiful city of Denver, Josh can be found jogging around Wash Park when he’s not out travelling with his wife. Josh enjoys an active lifestyle with a good balance of exploring new local bars and restaurants.

Sam Kinzeler joined us in May as a Sales Development Associate. Previously, Sam worked at NorthStar Securities LLC (the retail distribution arm of where Josh worked), focused on non-traded REITs and real estate based closed-end funds. Another Denver resident, Sam is a sports addict; you might catch him at a Colorado Rockies or Denver Broncos game, or trying his hand at a new sport. Currently, it’s racquetball.

Last but not least, Chris Devenney joined us in August as a Content Writer. Chris’s career as an analyst at firms such as Rogerscasey and Envestnet helps him translate investment jargon into “enjoyable” content. Chris is another member of the Denver crew. Find him driving around the state in pursuit of finishing all the Colorado 14ers (14,000’ mountains), of which he’s climbed about 40.

We are equally as excited to announce our new clients! Each firm has a great story and a unique approach that we know you will find interesting.

  • Dana Investment Advisors - Large and Small Cap Equity
  • DDJ Capital Management - High Yield Credit
  • LMCG Investments - International Small Cap and Global MultiCap Equity
  • One William Street Capital Management - Structured and Asset-Based Credit
  • Prospector Partners - All-Cap Value Equity

These new clients complement our existing lineup of represented managers:

  • Community Capital Management - Impact Investments
  • Goehring & Rozencwajg - Natural Resources

If you would like more information on any of our managers, please contact us.  We'd love to hear from you.  

About Havener Capital Partners

Havener Capital Partners LLC is a sales and marketing agency representing undiscovered mutual funds. Havener Capital Partners is based in Newport, RI. More information is available at: www.havenercapital.com.


Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083




October, 08, 2018 Press

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