Press Release from Havener Capital Partners

Press Release: Industry Veteran Joins Third Party Marketing Firm

Havener Capital Partners taps Steve Wine as President

NEWPORT, RI (February 6, 2018) – Havener Capital Partners (“Havener”) announced today that the sales and marketing agency is welcoming a new partner as President. Steve Wine joins Havener after spending over 25 years at Westcore Funds and Denver Investments where he was a partner and director of mutual fund sales.

Wine brings an extensive background to Havener. 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 the firm’s clients achieve their growth plans.

We are so thrilled to have Steve on our team,” said Stacy Havener, founder and CEO. “I’ve known Steve for over 15 years and have always been impressed with his work, his style of management, and his track record of success. Plus, he’s one of the good guys. It’s a win for Havener and for our clients to have him as our President.

Havener has taken a stance in the industry by championing undiscovered mutual funds. The firm envisions a more level playing field in asset management. Currently, over 75% of total fund AUM is controlled by 25 fund companies. Havener believes that, in mutual funds, bigger doesn’t necessarily mean better and aims to help their clients punch above their weight.

I’ve met so many great people in this industry and worked with a lot of awesome portfolio managers,” shared Wine. “I’ve always dreamed of taking all these amazing people, putting them at one firm, and seeing what magic we could create together. At Havener, we’ve got it.

For more information, please contact Stacy Havener at Havener Capital Partners at 401-314-0431.

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:


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




February, 06, 2018 Press

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