James Russell Harlow

Analyst-Equity at Novare Capital Management LLC

Finance

Consumer Services

Profile

Mr. James R.
Harlow, CFA, is a Senior Vice President at Novare Capital Management LLC.
He serves as a Research Analyst.
He has over 14 years of investment analysis experience, including sell side equity research and investment manager research.
Prior to Novare Capital, Mr. Harlow was an Associate Analyst at Stifel Nicolaus researching and analyzing equities in the Government Technology industry, and was a Research Analyst at Legg Mason conducting research and due diligence on investment managers and mutual funds.
He earned his B.A.
in Economics from Trinity College in Hartford, CT.
He was awarded the designation of Chartered Financial Analyst in 2007.

James Russell Harlow active positions

Companies	Position	Start
Novare Capital Management LLC Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.	Analyst-Equity	2012-04-30

All active positions of James Russell Harlow

Former positions of James Russell Harlow

Companies	Position	End
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.	Analyst-Equity	2012-04-01
ClearBridge LLC ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.	Corporate Officer/Principal	2005-10-31

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Training of James Russell Harlow

Trinity College (Connecticut)

Undergraduate Degree

Experiences
Positions held

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Linked companies

Private companies	3
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.	Finance
Novare Capital Management LLC Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.	Finance
ClearBridge LLC ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.	Finance

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