Most concentrated individual shareholders, whether corporate executives and retirees or holders of appreciated stock, tend to HOLD ON to concentrated stock positions they have built up over time. They just don’t want to sell, and like a sailor leaving port for an ocean crossing, they know they had better plan their trip with the possibility of foul weather in mind.

Safe Haven Advisors, Inc. is an SEC-Registered Investment Adviser specializing in products and services for single stock risk management. Our patent-pending on-line services deliver product information, analytics and efficient execution for all of the products useful for protecting values for concentrated shareholders. Among these, our own SERT Contract™ offers a truly cost-effective solution for sailors planning a long voyage.

Please read on for an introduction to our highly experienced team. 
 

Miller Blew

J. Miller Blew is the company's Founder. He invented the company's unique risk transfer product and its computerized service delivery systems. Miller is responsible for recruiting strategic partners and for helping our financial planning and options desk correspondents work with clients in single stock risk management.  An experienced real estate developer and financial entrepreneur, Miller has over 25 years of principal experience. He is widely published and has taught real estate and financial subjects at Yale's School of Management and Harvard's Graduate School of Design.  He is a graduate of MIT and the Harvard Business School.
 

Edward Schmidt

Edward C. H. Schmidt is a co-founder and Director of Research. He is an engineer and a seasoned trader in a variety of derivative investment products. Ed's primary research expertise in targeted quantitative trading was instrumental in developing Safe Haven's proprietary Single Equity Risk Transfer (or SERT) Contact. He is responsible for Safe Haven's investment management and research programs. Ed is also an experienced systems engineer, and is well known for early Internet development work and for developing the Mormon genealogy website complex. More recently, Ed and his academic and scientific mentors have developed specialized trading algorithms used for dynamic management of portfolios of option liabilities. Ed is an MIT engineer and a Stanford Business School graduate.

John Marchiony is a co-founder and Director of Marketing.  As founder and CEO of Unicorn Strategic Program Partners, LLC, John is a specialist in precision direct marketing and experiential marketing to stimulate growth.  As a consultant and through his firm, John is responsible for supporting Safe haven’s wholesale marketing programs, retail communications and identity development.  John has more than 15 years broad-based experience as a marketing executive in multiple industries.  In large and small organizations, he has filled leadership roles in strategic event marketing, Internet-based marketing, brand building and both consumer and business-to-business marketing programs.  John is a graduate of Dartmouth College. 
 

Mauricio Silva is a co-founder and Safe Haven’s Director of Institutional Sales.  He brings over eleven years of experience with start-up ventures and a familiarity with RIAs and institutional investors.  Mr. Silva is a Registered Investment Advisor.  Previously he launched and managed two opportunistic investment funds with over $200 million in assets under management.  He campaigned successfully for funding from both institutional and private investors.  Mauricio received a Bachelors degree from Carnegie Mellon University and a Masters degree, with distinction, from Harvard University.

Sandy Warrick is a co-founder and Safe Haven’s Director of Product Development.  He joins Safe Haven from a senior investment management position at Placemark Investments, a leading specialist in overlay management services for investment advisers.  Prior to Placemark, Sandy served for 10 years as head of client-sponsored research and as product manager for Northfield Information Services, a world leader in investment analytics software.  Prior to Northfield, he operated his own investment analytics and sail design technology firms, contributing to numerous successful Olympic and America’s Cup campaigns, as well as the last 14 Windsurfing World Championships.  Sandy has bachelors and masters degrees from MIT, and an MS in Computational Finance from Carnegie-Mellon University.  He is a CFA charter-holder.
 

Alliances

Safe Haven Advisors has recruited a number of third-party firms prepared to play important roles in developing Safe Haven and approaching and serving its target market. 
 

Review committees for each of these major national associations have approved Safe Haven Advisors as a strategic partner for its informational and research offerings on single stock risk management.  We may provide educational programs and materials through preferred access to mailing lists, ads and articles in their journals, and through presentations and workshops at national and regional conferences.

Professional Advisors

Our corporate attorneys are James Smith and Paul Bork of Foley Hoag, Boston. Securities counsel is Patricia Gillman, and independent practitioner  of Seyfarth Shaw in Chicago. Intellectual property counsel is David Newman of Greenberg Traurig in Chicago.

Advisory Board

Safe Haven’s senior investment strategy advisor is MIT Sloan School Professor John Cox, an authority on quantitative investment technique.  Senior marketing advisor is Diane Schmalensee, an expert in customer-centered service delivery.  Senior financial advisor is Robert W. Gunn, a highly successful real estate investor and developer.  Senior corporate development advisor is Frank Hughes, an experienced Boston area venture capitalist.  Senior research advisor is Richard Gula, former head of technical research at Fidelity Investments.