Managing Director
Current
Dec 1999 - Present
AeroLeads people directory · profile
Don O. Email & Phone Number
Managing Director at Novare Capital Management - Private Wealth Management & Planning for Successful Families
at
Novare Capital Management
4 work emails found
@novarecapital.com
4 phones found area 704
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director at Novare Capital Management - Private Wealth Management & Planning for Successful Families
Location
Charlotte, North Carolina, United States
Company size
Who is Don O.? Overview
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Quick answer
Don O. is listed as Managing Director at Novare Capital Management - Private Wealth Management & Planning for Successful Families at Novare Capital Management, a with 16 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at novarecapital.com, phone signal with area code 704, and a matched LinkedIn profile for Don O..
Don O. previously worked as Managing Director at Novare Capital Management and SVP at First Union Securities. Don O. holds Ba, English from The University Of The South.
Company email context
Email format at Novare Capital Management
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*@novarecapital.com
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AeroLeads found 4 current-domain work email signals for Don O.. Compare company email patterns before reaching out.
Profile bio
About Don O.
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 services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Listed skills include Investments and Portfolio Management.
Current workplace
Don O.'s current company
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Novare Capital Management
2 roles
Don O. work experience
A career timeline built from the work history available for this profile.
Svp
Trading Floor specializing in selling fixed income securities and structured products
May 1984 - Dec 1999
Team & coworkers
Colleagues at Novare Capital Management
Other employees you can reach at novarecapital.com. View company contacts for 16 employees →
AF
Andy Fisher
Colleague at Novare Capital ManagementCornelius, North Carolina, United States
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JH
James Harlow, Cfa®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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SB
Shelley Butler
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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WW
Whit Wilks
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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AD
Alex Dann, Cfp®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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AM
Anne Mcphail
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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JR
John Ryan, Cfp®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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BB
Bill Baynard
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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SB
Shelley Butler
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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BR
Brian Rudisill
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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Andy Fisher
Colleague at Novare Capital ManagementCornelius, North Carolina, United States
View →
JH
James Harlow, Cfa®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
View →
SB
Shelley Butler
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
View →
WW
Whit Wilks
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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AD
Alex Dann, Cfp®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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AM
Anne Mcphail
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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JR
John Ryan, Cfp®
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
View →
BB
Bill Baynard
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
View →
SB
Shelley Butler
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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BR
Brian Rudisill
Colleague at Novare Capital ManagementCharlotte, North Carolina, United States
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1 education record
Don O. education
FAQ
Frequently asked questions about Don O.
Quick answers generated from the profile data available on this page.
What company does Don O. work for?
Don O. works for Novare Capital Management.
What is Don O.'s role at Novare Capital Management?
Don O. is listed as Managing Director at Novare Capital Management - Private Wealth Management & Planning for Successful Families at Novare Capital Management.
What is Don O.'s email address?
AeroLeads has found 4 work email signals at @novarecapital.com for Don O. at Novare Capital Management.
What is Don O.'s phone number?
AeroLeads has found 4 phone signal(s) with area code 704 for Don O. at Novare Capital Management.
Where is Don O. based?
Don O. is based in Charlotte, North Carolina, United States while working with Novare Capital Management.
What companies has Don O. worked for?
Don O. has worked for Novare Capital Management and First Union Securities.
Who are Don O.'s colleagues at Novare Capital Management?
Don O.'s colleagues at Novare Capital Management include Andy Fisher, James Harlow, Cfa®, Shelley Butler, Whit Wilks, and Alex Dann, Cfp®.
How can I contact Don O.?
You can use AeroLeads to view verified contact signals for Don O. at Novare Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Don O. attend?
Don O. holds Ba, English from The University Of The South.
What skills is Don O. known for?
Don O. is listed with skills including Investments and Portfolio Management.
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