Novare Capital Management is a wealth management advisory firm that provides customized portfolio management and planning services for successful individuals, families, and business owners. Our philosophy is to preserve and grow wealth for several generations through a disciplined approach to investing. Novare Capital offers integrated customized investment management, cash flow planning, trust and estate review services, charitable planning, executive stock option planning, and next generation financial education. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related se
James Harlow
Analyst
Novare Capital Management
United States, North Carolina, Charlotte
About Me
Profile Information
Analyst
Novare Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Feb 27, 2025
Keylinks
More profiles to browse
JB
James Baynard
Vice President
BR
Brian Rudisill
Portfolio Manager at Novare Capital Management - Private Wealth Management & Planning for Successful Families
Nicholas Lloyd
AVP, Portfolio Analyst & Trader
Bill Baynard
Managing Director
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management