Novare Capital Management

Description

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

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Novare Capital Management Employees

Employee
Years
Job
Industry
Ashley Holland Ashley Holland Charlotte, North Carolina Details
Ashley Holland's Novare Capital Management Experience April 2013 - Present
Job Associate at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Whit Wilks Whit Wilks Charlotte, North Carolina Area Details
Whit Wilks's Novare Capital Management Experience March 2009 - Present
Job Director at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Don Olmstead Don Olmstead Charlotte, North Carolina Area Details
Don Olmstead's Novare Capital Management Experience December 1999 - Present
Job Managing Director at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Charles Vance Charles Vance Charlotte, North Carolina Area Details
Charles Vance's Novare Capital Management Experience March 2015 - Present
Job Portfolio Management/Analyst at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Gresham Worrell Gresham Worrell Augusta, Georgia Area Details
Gresham Worrell's Novare Capital Management Experience January 2010 - March 2012
Job Enterprise Sales at CNP Technologies IP Telephony & Data Networking
Industry Information Technology and Services
Experience
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

James States Lee Baynard James States Lee Baynard Greater New York City Area Details
James States Lee Baynard's Novare Capital Management Experience May 2013 - July 2013
Job Controllership Development Program at GE Capital
Industry Financial Services
Experience
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

Lee Knox Lee Knox Sea Island, Georgia Details
Lee Knox's Novare Capital Management Experience January 2014 - December 2014
Job Player Manager, Golf
Industry Sports
Experience
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

James Harlow James Harlow Charlotte, North Carolina Details
James Harlow's Novare Capital Management Experience May 2012 - Present
Job Vice President at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Ely Friedman Ely Friedman Charlotte, North Carolina Area Details
Ely Friedman's Novare Capital Management Experience September 2010 - May 2011
Job Associate at Business Acquisition & Merger Associates
Industry Investment Banking
Experience
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

Todd Patton Todd Patton Charlotte, North Carolina Area Details
Todd Patton's Novare Capital Management Experience August 2007 - Present
Job Senior Vice President at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Bill Baynard Bill Baynard Charlotte, North Carolina Area Details
Bill Baynard's Novare Capital Management Experience January 1999 - Present
Job Managing Director at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management   January 1999 - Present

Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Economics

Brian Rudisill Brian Rudisill Charlotte, North Carolina Area Details
Brian Rudisill's Novare Capital Management Experience December 2010 - Present
Job Portfolio Manager at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Jane Whitley Jane Whitley Charlotte, North Carolina Area Details
Jane Whitley's Novare Capital Management Experience 2001 - 2007
Job Operations Manager at Dolf Dunn Wealth Management
Industry Financial Services
Experience
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

Morgan McAllister Morgan McAllister Dallas, Texas Details
Morgan McAllister's Novare Capital Management Experience January 2010 - May 2010
Job personal trainer | lululemon educator
Industry Health, Wellness and Fitness
Experience
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