LeadIQ logo
Learn more at LeadIQ.com

Novare Capital Management Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission and based in Charlotte, North Carolina. It delivers customized investment and wealth management services for individuals, foundations, trusts, and corporations, tailoring each portfolio to a client's risk tolerance and long-term goals. The firm emphasizes preserving, protecting, and growing assets through a disciplined process focused on quality investments, risk management, and diversified asset allocation. Founded in 1999 by William G. Baynard, Jr. and Don E. Olmstead, the team includes professionals with credentials such as CFP, CFA, and ChFC. As a registered investment adviser, the company serves clients nationally from its North Carolina base, maintaining the regulatory registrations required in the states where it operates.

Find Novare Capital Management employees' phone numbers or email addresses

Novare Capital Management Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Novare Capital Management's Leadership

  • Stylized image of a person
    M. N.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Vice President Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. O.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Vice President, Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Senior Vice President
    Phone icon
    Mobile Phone

Novare Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Entrepreneurship
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Novare Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. O.
    Managing Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. N.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Dec 16, 2024
  • Stylized image of a person
    R. F.
    President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 11, 2024
  • Stylized image of a person
    J. M.
    Senior Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 04, 2026
  • Stylized image of a person
    A. D.
    Vice President, Relationship Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 31, 2026
  • Stylized image of a person
    T. P.
    Senior Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 08, 2025
  • Stylized image of a person
    J. R.
    Vice President, Relationship Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Nov 08, 2024
  • Stylized image of a person
    S. B.
    Vice President Finance
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 01, 2026
  • Stylized image of a person
    L. W.
    Senior Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 08, 2026

Frequently Asked Questions

What is Novare Capital Management known for?

Minus sign iconPlus sign iconNovare Capital Management was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 521 East Morehead Street Suite 510 Charlotte, North Carolina 28202 United States; you can contact the main corporate office by phone at
+1-704-334-****
. Explore Novare Capital Management's company overview page for more information.

What is Novare Capital Management's most common email format?

Minus sign iconPlus sign iconNovare Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Novare Capital Management email formats with LeadIQ.

How many employees does Novare Capital Management have currently?

Minus sign iconPlus sign iconNovare Capital Management has approximately 20 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Novare Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Novare Capital Management's key employees include:

  • Chief Operating Officer: M. N.
  • Vice President Finance: S. B.
  • President: R. F.
  • Managing Partner: D. O.
  • Vice President: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.