Novare Capital Management

Christopher Patton is a financial advisor at Novare Capital Management in Charlotte, NC, with 24 years of industry experience. He has held his current role at Novare since 2007. Patton holds Series 63 and Series 65 credentials. Novare Capital Management provides comprehensive wealth management, financial planning, and discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm constructs portfolios using a range of securities and proprietary strategies, with portfolio oversight conducted by an Investment Committee.

Brian Rudisill is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Novare Capital Management since 2010. Novare Capital Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm constructs customized investment portfolios using a range of securities and proprietary strategies, with oversight from a dedicated Investment Committee.

Laura Kido is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Novare Capital Management. Her prior experience includes roles at The Vanguard Group and Vanguard Advisers, where she worked for over a decade. Novare Capital Management offers comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs client-specific Investment Policy Statements and a variety of investment vehicles, including proprietary strategies, with portfolio oversight conducted by an Investment Committee.

Cynthia Bernart is a CFP® with 13 years of industry experience currently serving as a financial advisor at Novare Capital Management. She has been with Novare since 2017 and previously worked at Staton Financial Advisors from 2011 to 2017. Novare Capital Management provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs customized Investment Policy Statements and a diverse range of investment strategies, including proprietary dividend-growth and credit strategies, with portfolio oversight conducted by a regularly meeting Investment Committee.

Caroline Huggins is a CFP® certified financial advisor with two years of industry experience. She is currently with Novare Capital Management, where she has worked since 2024, and previously spent four years at Corient. Prior to entering the financial sector, she was affiliated with the University of Georgia for five years. Novare Capital Management offers comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm manages portfolios through customized Investment Policy Statements and employs a range of investment vehicles, including proprietary strategies, with oversight from a dedicated Investment Committee.

Cameron Amos is a CFP® professional with three years of experience in the financial services industry. He currently works at Novare Capital Management and previously held roles at Envestnet Tamarac and in logistics and protection product industries. Novare Capital Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs client-specific Investment Policy Statements and a range of investment vehicles, including proprietary strategies, with portfolio oversight conducted by an Investment Committee.

James Baynard is a CFA® charterholder and financial advisor at Novare Capital Management with four years of industry experience. Prior to joining Novare in 2023, he worked at Kudu Investment Management and JPMorgan Chase Bank. He also provides independent consulting related to GP stakes through expert network companies. Novare Capital Management offers comprehensive wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm constructs customized portfolios using a range of investment vehicles and employs several proprietary strategies, with portfolio oversight conducted by a dedicated Investment Committee.

Anne Mcphail is a CFP® with 21 years of experience in the financial industry, currently serving at Novare Capital Management since 2005. She holds a Series 63 license and is based in Charlotte, NC. Novare Capital Management provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm constructs customized portfolios using a range of investment vehicles and operates several proprietary strategies, with portfolio oversight conducted by a regularly meeting Investment Committee.

John Menser is a CFP® professional with 11 years of industry experience. He is currently with Novare Capital Management, where he has worked since 2019. His prior experience includes roles at Concorde Financial Resources, Westminster Financial Securities, and Bank of America. Novare Capital Management provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs customized Investment Policy Statements and a range of investment vehicles, including proprietary strategies, with portfolio oversight by a regularly meeting Investment Committee.

Sophie Young is a CFP® professional with five years of experience at Novare Capital Management and prior roles at Wells Fargo Private Bank and Ameriprise Financial Services. Before entering the financial industry, she worked for five years at Green Valley Country Club. Novare Capital Management provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm manages approximately $1.72 billion across diverse portfolios using a range of investment vehicles and proprietary strategies, supported by a regularly meeting Investment Committee.

Linda Walden is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been with Novare Capital Management in Charlotte, NC since 2004. Novare Capital Management provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm manages approximately $1.72 billion across more than 700 client relationships, offering customized investment portfolios that include individual securities, ETFs, mutual funds, options, and alternative investments.

Eric Lockerman is a financial advisor at Novare Capital Management in Charlotte, NC, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Wells Fargo Bank and TIAA before joining Novare Capital Management in 2021. Novare Capital Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs client-specific investment policies and a range of strategies including dividend-growth, energy infrastructure, and U.S. credit, managing approximately $1.72 billion across over 700 client relationships.

Nicholas Lloyd is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently with Novare Capital Management, where he has worked since 2022. His prior experience includes roles at M Holdings Securities, Greenberg & Rapp, and Trump National Golf Club Bedminster. Novare Capital Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm employs client-specific investment policies and diverse strategies, including proprietary dividend-growth, energy infrastructure, and credit-focused portfolios.

John Ryan is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Novare Capital Management since 2022 and previously held positions at Selective Wealth Management and Employee Family Protection. Novare Capital Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm uses client-specific Investment Policy Statements and a range of investment vehicles, including proprietary strategies, with portfolio oversight by a regularly meeting Investment Committee.

Andrew Fisher is a financial advisor at Novare Capital Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, Vanguard Marketing Corporation, and Suntrust Advisory Services. Novare Capital Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm constructs customized portfolios using a range of investment vehicles and operates several proprietary strategies, with portfolio oversight conducted by a regularly meeting Investment Committee.