Todd Patton

Portfolio Manager-Equities at Novare Capital Management LLC

56 year

Finance

Consumer Services

Profile

Mr. Christopher T.
Patton is a Senior Vice President at Novare Capital Management LLC.
He is a Relationship Manager, Portfolio Manager and advises clients on Retirement Services.
He has over 30 years of investment industry experience and has extensive knowledge in the qualified plan, 401(k) and individual wealth management.
Mr. Patton has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group and Eastover Capital Management.
He holds a B.S.
degree in Business Administration from East Carolina University and earned his Chartered Financial Consultant (ChFC) designation from The American College in 2003.

Todd Patton 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.	Portfolio Manager-Equities	2007-06-30

All active positions of Todd Patton

Former positions of Todd Patton

Companies	Position	End
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.	Corporate Officer/Principal	-
Eastover Investment Advisors LLC Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country.	Corporate Officer/Principal	-
Transamerica Retirement Solutions Corp. Transamerica Retirement Solutions Corp. Investment ManagersFinance Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY.	Corporate Officer/Principal	-

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Training of Todd Patton

East Carolina University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	4
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
Transamerica Retirement Solutions Corp. Transamerica Retirement Solutions Corp. Investment ManagersFinance Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY.	Finance
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.	Finance
Eastover Investment Advisors LLC Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country.	Finance

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