Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed.

Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.

Eric’s story is part Yellowstone, part Wall Street, and all about finding the courage to own your different.

In this Episode, Eric and Stacy dig into:

• Why he ditched computer science for accounting (and why neither felt like a forever fit)
• How growing up on a ranch shaped his work ethic, mindset, and ability to fix just about anything
• What it’s really like building your chops at a boutique family office where you do everything
• Why Compound’s approach to tech, AI, and client experience is changing the game for advisors
• The power of owning your story, especially in an industry that’s slow to celebrate what makes you different

About Eric Flynn:
Eric is a tenured financial professional with over 23 years of experience in the wealth management space. At Compound Planning, Eric leads the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing the service offerings for an exceptional client experience. Eric’s background is in advising higher net worth clients and providing family office services as well as consulting to firms in the wealth management industry.

Eric received a Masters in Professional Accountancy from Montana State University in Bozeman, Montana and is a CPA and CFA Charterholder. Prior to joining Compound, Eric was a Principal of multiple registered investment firms, and also helped build a national consulting team catering to the wealth management industry.

He has a passion for helping people and leading/growing teams. Outside of work, Eric enjoys most anything outside after having grown up on a large family ranch in Montana. He also has a passion for giving back to the community and serves on multiple boards including the Montana State University College of Business Dean’s Advisory Board, Bozeman Health Foundation Board, and is the President’s Council Representative for the Western Region CFA Societies to the CFAInstitute Board of Governors

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital’s exclusive membership

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed.

Agata’s path to launching her own boutique wasn’t a straight line. As a first-generation American who started out on the pre-med track at Middlebury, she discovered her passion for finance by accident (thanks to one random economics class) and never looked back.

In this Episode, Agata sits down with Stacy to discuss:

• How a single economics class flipped the script on her entire career
• Why her liberal arts background is a secret weapon (and how it helped her land Chepstow Lane’s first big allocation)
• Lessons from her time at Soros (including what it was like working on Wall Street after 9/11)
• The hard truths every boutique founder needs to know about building a team and finding the right investors
• How Chepstow Lane is winning by focusing on the white spaces most firms overlook
• What she’s seeing in European credit today and why it might be time to pay attention

About Agata Dornan:

Agata led Soros Fund Management’s European credit investments from 2012 to 2020, managing corporate credit and financials, and became a partner and portfolio manager in 2016. Before that, she was a distressed research analyst at BlueMountain Capital in London, and she started her buy-side career at Soros in 2005 on the Distressed team, which later spun out to form Camulos Capital. She moved to London with them in 2006.

She began her career at Deutsche Bank in NYC as an investment banking analyst in Energy and Chemicals. Agata has been investing in the US since 2005 and in Europe since 2006, with deep experience in restructurings across sectors and credit cycles.

Agata graduated from Middlebury College in 2002 with a degree in International Politics and Economics, was awarded a Fulbright Scholarship, and completed programs at LSE and Tuck Business School. She lives in London with her husband and two children and is a dual US and Polish national

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital’s exclusive membership

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing.

Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel University, he knows a thing or two about how asset managers can go from scrappy startups to stable, growth-ready firms.

In this Episode, Rob and Stacy dig into:

• Rob’s backstory – how a history major with dreams of being a teacher ended up on Wall Street
• Lessons learned at a boutique firm with $1.6 billion AUM that grew to $76 billion
• Rob’s “middle innings” specialty: helping emerging managers bridge the gap from scrappy to institutional
• Why being able to “ride the bike while building it” matters for emerging managers
• What he learned about developing resilience and a founder’s mindset through researching teenage lifeguards
• How raw, hard conversations with his mom behind the mic led him to host the Dakota Live! podcast

This is a conversation about growth, grit, and the power of coming home to yourself. Tune in and meet Rob!

More About Rob Morier:

Rob Morier is a professor at Drexel University, where he teaches courses on venture capital, early-stage finance, and private markets. With 25 years in business development and investor relations, he’s passionate about empowering the next generation of entrepreneurs and investors.

His research explores environmental factors in ocean lifeguarding and entrepreneurship, studying how lifeguard training fosters resilience, leadership, and decision-making. His work, based in Wildwood Crest, NJ, has been featured in Entrepreneur & Innovation Exchange, Financial Times, and the Philadelphia Inquirer.

Outside academia, Rob co-founded Twelve Pound Productions LLC and hosts the Dakota Live! Podcast, where he interviews leading investors and shares insights on business and leadership. He also advises asset managers on fundraising strategies, leveraging his experience raising billions in assets.

Rob lives in Philadelphia with his family and enjoys rowing, running, and biking.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund.

It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it.

That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th episode of Billion Dollar Backstory. They’re picking up right where they left off in their “Scientist & The Storyteller” series.

Together, they’re digging into why every company today is a media company (yep, even yours) and why building a brand that feels real and relatable isn’t just a nice-to-have anymore.

They’re also covering:

• How to build a brand that’s real, relatable, and doesn’t feel like a facade
• Why being a thought leader matters (even if you’d rather be investing)
• The hidden costs (and upsides) of the attention economy
• The big reason why so many fund managers struggle to stand out and how to change that

More About Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 17 languages.

His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, was published in October of 2024 and has already been translated into five languages. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Let’s be honest: writing for LinkedIn can feel like walking a tightrope.
You want to sound smart, credible, and professional.
But also… like a human.

In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process).

Listen in as she breaks down:

• How to use the 5 Pillar framework to post with both authority and authenticity
• Why your “boring” hobby might be the thing people remember you for
• How sharing your quirks could actually build more trust, not less
• One challenge that’ll help you ditch the jargon and sound more like you
• And what your LinkedIn photo really needs to stand out (hint: it’s not the perfect blazer)

This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time.

In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up.

They also discuss:

• The realities of raising capital in today’s market
• Why allocator behavior is shifting and what that means for boutiques
• Lessons learned from decades of small-cap investing
• How to grow your firm one small allocation at a time (and why the “unscalable” stuff matters most in the beginning)

About Tucker Walsh:

Tucker is the Founder and CIO of Arrowside Capital, a high-conviction investment firm focused on the best emerging SMID growth companies in public markets.

With over 30 years of experience in growth equity, spanning roles at Polen Capital, Copper Rock Capital, and now Arrowside, Tucker is known for his deep research, sharp macro perspective, and unapologetically long-term approach.

He also writes Zen Investment Briefs and hosts a podcast on value creation, market psychology, and how investors can thrive in a world of rapid change.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense.

But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables.

Today’s guest, Sean Peche, knows this firsthand. He’s the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn’t just invest differently, it builds differently too.

In this Episode, Sean sits down with Stacy to share his growth playbook.

They discuss:

• Why he dedicates just one day a week to distribution – and how taking calls only one day each week keeps him laser focused
• The founder-led sales tips he used to scale Ranmore (and how you can borrow them)
• His tried-and-true process for prospecting on LinkedIn
• His unconventional approach to team building
• What “charitable marketing” is and how it’s helping him grow the business and do good
• The mindset shift from fund manager to business founder (and why more boutiques need it)
• Why honesty and humility are a competitive edge in this industry

About Sean Peche:

Sean is the Founder of Ranmore Fund Management and portfolio manager of the Ranmore Global Equity Fund. Sean studied Business Science at the University of Cape Town, qualified as a Chartered Accountant and is a CFA Charterholder with 28 years of investment experience. He’s a committed Value investor who looks for the opportunity in every crisis. He lives in Surrey, England with his wife, Marilyn, their two children and two dogs. His guiding principles are “Do more than expected” and “Be kind”. He loves country music, wine, forests, and snowboarding.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people.

From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical.

He’s also an introvert who understands what it’s like to want to show up online… without becoming a content machine or someone you’re not.

In this Episode, Alex sits down with Stacy to discuss:

• Why LinkedIn is the “introvert’s conference” (and how even institutional decision-makers are watching)
• How Aware helps users be seen having smart conversations, without being online all day
• His winding path from trading algos to building SaaS (and what it taught him about audience, authority, and distribution)
• What fund managers can learn from Ben Franklin, Buffett, and backyard saunas (yes, really)

About Alex Boyd:

Alex Boyd is the founder of Aware, a platform that helps advisors, founders, and creators grow their presence and engagement on LinkedIn, in less time. He's scaled sales and marketing teams, built multiple brands from scratch, bought and sold companies, and helps professionals turn trust into pipeline. When he's not growing his business portfolio, Alex can be found either with his wife and cat (Chiefy), at the gym, or in the forests of Portland, Oregon.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership