James Harlow, Cfa®
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James Harlow, Cfa® Email & Phone Number

Director of Research at Novare Capital Management
Location: Charlotte, North Carolina, United States 6 work roles 1 school
1 work email found @novarecapital.com 2 phones found area 704 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@novarecapital.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Novare Capital Management
Role
Director of Research
Location
Charlotte, North Carolina, United States
Company size
16 employees

Who is James Harlow, Cfa®? Overview

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Quick answer

James Harlow, Cfa® is listed as Director of Research 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 James Harlow, Cfa®.

James Harlow, Cfa® previously worked as Analyst at Novare Capital Management and Associate Analyst - Equity Research at Stifel Nicolaus. James Harlow, Cfa® holds Ba, Economics from Trinity College-Hartford.

Company email context

Email format at Novare Capital Management

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*@novarecapital.com
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AeroLeads found 1 current-domain work email signal for James Harlow, Cfa®. Compare company email patterns before reaching out.

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Profile bio

About James Harlow, Cfa®

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, Portfolio Management, Finance, Business Development, and 11 others.

Current workplace

James Harlow, Cfa®'s current company

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Novare Capital Management
Novare Capital Management
Director of Research
charlotte, north carolina, united states
Website
novarecapital.com
Employees
16
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Company profile
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6 roles

James Harlow, Cfa® work experience

A career timeline built from the work history available for this profile.

Associate Analyst - Equity Research

Stifel Nicolaus

Baltimore, Maryland Area

Played key role in equity research effort for Government Information Technology Services industry at Stifel Nicolaus. Member of analyst team that ranked 2nd in 2009 Financial Times/StarMine Analyst Awards in Information Technology Services category, and ranked 5th in Wall Street Journal’s 2009 “Best on the Street” Survey in Computer Services category. Key duties included writing research reports on company and industry trends, monitoring and interpreting industry and company-specific news, building company earnings models, evaluating future prospects of companies, and communicating investment theses to institutional sales force and clients.

Dec 2005 - Jun 2011

Research Analyst - Investment Consulting Group

Legg Mason

Baltimore, Maryland Area

Responsible for research coverage of investment managers and mutual funds in Mid-Atlantic region at Legg Mason. Responsibilities included meeting with portfolio management teams to discuss their investment processes and philosophies, tracking recommended managers and funds, and writing research reports.

May 2004 - Nov 2005

Junior Performance Analyst, Investment Management Services

Legg Mason

Baltimore, Maryland Area

Responsible for maintaining the accuracy and integrity of performance data for fee-based accounts at Legg Mason.

Aug 2003 - May 2004

Accounting Assistant - Fixed Income Group, Mutual Funds Accounting

Legg Mason

Baltimore, Maryland Area

Assumed full responsibility for the accounting of two Legg Mason fixed-income funds.

Sep 2002 - Jun 2003
Team & coworkers

Colleagues at Novare Capital Management

Other employees you can reach at novarecapital.com. View company contacts for 16 employees →

SB Shelley Butler Shelley Butler Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → BR Brian Rudisill Brian Rudisill Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → AM Anne Mcphail Anne Mcphail Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → BB Bill Baynard Bill Baynard Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → WW Whit Wilks Whit Wilks Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → DO Don O. Don O. Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → JR John Ryan, Cfp® John Ryan, Cfp® Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → AF Andy Fisher Andy Fisher Colleague at Novare Capital ManagementCornelius, North Carolina, United States View → AD Alex Dann, Cfp® Alex Dann, Cfp® Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View → LW Linda Walden, Cfp® Linda Walden, Cfp® Colleague at Novare Capital ManagementCharlotte, North Carolina, United States View →
1 education record

James Harlow, Cfa® education

FAQ

Frequently asked questions about James Harlow, Cfa®

Quick answers generated from the profile data available on this page.

What company does James Harlow, Cfa® work for?

James Harlow, Cfa® works for Novare Capital Management.

What is James Harlow, Cfa®'s role at Novare Capital Management?

James Harlow, Cfa® is listed as Director of Research at Novare Capital Management.

What is James Harlow, Cfa®'s email address?

AeroLeads has found 1 work email signal at @novarecapital.com for James Harlow, Cfa® at Novare Capital Management.

What is James Harlow, Cfa®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 704 for James Harlow, Cfa® at Novare Capital Management.

Where is James Harlow, Cfa® based?

James Harlow, Cfa® is based in Charlotte, North Carolina, United States while working with Novare Capital Management.

What companies has James Harlow, Cfa® worked for?

James Harlow, Cfa® has worked for Novare Capital Management, Stifel Nicolaus, and Legg Mason.

Who are James Harlow, Cfa®'s colleagues at Novare Capital Management?

James Harlow, Cfa®'s colleagues at Novare Capital Management include Shelley Butler, Brian Rudisill, Anne Mcphail, Bill Baynard, and Whit Wilks.

How can I contact James Harlow, Cfa®?

You can use AeroLeads to view verified contact signals for James Harlow, Cfa® at Novare Capital Management, including work email, phone, and LinkedIn data when available.

What schools did James Harlow, Cfa® attend?

James Harlow, Cfa® holds Ba, Economics from Trinity College-Hartford.

What skills is James Harlow, Cfa® known for?

James Harlow, Cfa® is listed with skills including Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, and Equity Research.

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