Novare Capital Management
Address: 521 E Morehead St # 510, Charlotte, NC 28202 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 334-3698Website: : : : : Category: : Place name: : Website: http://novarecapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Novare Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Novare Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Novare Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Novare Capital Management Employees
Novare Capital Management April 2013 - Present
J.P. Morgan September 2010 - March 2013
Wachovia Securities June 2008 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance & Investments
Peking University
Doing Business in China
Novare Capital Management March 2009 - Present
Stanford Group Company July 2007 - March 2009
US Trust November 1997 - July 2007
Johnston, Allison & Hord September 1993 - November 1997
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1993
JD/MBA
Wake Forest University School of Law 1989 — 1993
JD/MBA
Davidson College 1985 — 1989
B.A., Economics
North Cross School 1981 — 1985
HS
Novare Capital Management December 1999 - Present
First Union Securities May 1984 - December 1999
Skills
Investments, Portfolio Management
Education
Sewanee-The University of the South 1977 — 1981
BA, English
Novare Capital Management March 2015 - Present
Lowe’s Companies, Inc. November 2012 - November 2014
Cane Consulting February 2010 - November 2012
Evergreen Asset Management May 2006 - February 2010
Evergreen Asset Management February 2006 - April 2006
Evergreen Asset Management December 2001 - November 2005
First Union National Bank February 1995 - March 2001
Education
Appalachian State University 1992 — 1994
Master of Science, Accounting
Appalachian State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Appalachian State University 1982 — 1987
Bachelor of Science in Business Administration, Management
CNP Technologies October 2012 - Present
Conceir Technology Group March 2012 - August 2012
Novare Capital Management January 2010 - March 2012
Skills
Sales, Marketing, Finance, Economics, Investments, Negotiation, Business Development, New Business Development, Financial Analysis, Team Building, Networking, Public Speaking, Microsoft Excel, Managed Services, CRM, Management
Education
Geneva College 2007 — 2011
Bachelor of Business Administration (BBA), Information Technology
Geneva College 2007 — 2011
Bachelor of Science (BS), Business Administration and Information Systems
GE Capital July 2015 - Present
GE Capital July 2015 - Present
Novare Capital Management May 2013 - July 2013
Munich Re (Group) January 2013 - April 2013
Quaintance-Weaver Restaurants & Hotels May 2012 - January 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor’s Degree, Economics
2016 Level II Candidate in the CFA Program
Lagardère Unlimited March 2015 - Present
Novare Capital Management January 2014 - December 2014
Skills
Portfolio Management, Wealth Management, Investments, Financial Advisory, Equity Research, Asset Allocation, Investment Strategies, Hedge Funds, Alternative Investments, Small Business, Investment Management, Financial Planning, Financial Services, Wealth, Microsoft Excel, PowerPoint, Public Speaking
Education
University of Alabama 2008 — 2013
Bachelor's Degree, Communication Studies
Novare Capital Management May 2012 - Present
Visuell Interactive June 2011 - April 2012
Stifel Nicolaus December 2005 - June 2011
Legg Mason May 2004 - November 2005
Legg Mason August 2003 - May 2004
Legg Mason September 2002 - June 2003
Skills
Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, Equity Research, Budgets, Investment Management, Accounting, Research, Insurance, Financial Modeling, Valuation
Education
Trinity College-Hartford 1998 — 2002
BA, Economics
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
Novare Capital Management August 2007 - Present
Eastover Capital Management October 2005 - March 2007
Fisher Investments October 2001 - October 2005
Flexible Benefit Administrators July 1991 - October 2001
Education
East Carolina University 1981 — 1986
BSBA, Marketing
Novare Capital Management January 1999 - Present
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Economics
Novare Capital Management December 2010 - Present
Eastover Capital November 2005 - December 2010
Education
Wake Forest University - Babcock Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Investments and Securities
Furman University 1990 — 1994
Bachelor's Degree, Business Administration and Management, General
Dolf Dunn Wealth Management Financial Services RepresentativeE*TRADE FinancialMarch 2007 - July 2008
Novare Capital Management 2001 - 2007
Dun & Bradstreet 1978 - 1992
Education
University of North Carolina at Charlotte 1974 — 1978
BA, Business Administration
Park Cities Family YMCA October 2015 - Present
lululemon athletica August 2015 - Present
Sunset Ridge School District August 2014 - June 2015
Wilmette Public Schools August 2013 - June 2014
Charlotte Mecklenburg Schools August 2011 - June 2013
Novare Capital Management January 2010 - May 2010
McColl Partners June 2008 - August 2009
Skills
Tutoring, Classroom, Educational Leadership, Curriculum Design, Lesson Planning, Curriculum Development, Elementary Education, Teacher Training, Staff Development, Differentiated..., Classroom Management, Microsoft Office, Teaching
Education
Queens University of Charlotte 2010 — 2012
Master of Arts in Teaching, Elementary Education and Teaching
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Accounting