Don Ellsworth Olmstead

Former Managing Director/Chief Compliance Officer at Novaré Capital Management LLC

Don Ellsworth Olmstead

Don Ellsworth Olmstead

Former Managing Director/Chief Compliance Officer at Novaré Capital Management LLC

Biography

Mr. Don E. Olmstead is a Managing Director at Novaré Capital Management LLC. He serves as a Senior Portfolio Manager and Relationship Manager. He has over 30 years’ broad experience. Prior to forming Novare Capital, Don’s extensive capital markets experience was garnered from 14 years with First Union Capital Markets. During that time, he served institutional and individual portfolio managers and advised them on a variety of portfolio strategies. He earned a B.A. degree in English from University of the South, Sewanee.

Overview
Career Highlights

Novaré Capital Management LLC

RelSci Relationships

230

Number of Boards

3

Number of Awards

1

Relationships
RelSci Relationships are individuals Don Ellsworth Olmstead likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Member/Managing Director at Novaré Capital Management LLC

Relationship likelihood: Strong

Director & Relationship Manager at Novaré Capital Management LLC

Relationship likelihood: Strong

Director & Relationship Manager at Novaré Capital Management LLC

Relationship likelihood: Strong

Director at Concordia Lutheran Ministries

Relationship likelihood: Strong

Senior Director at Novaré Capital Management LLC

Relationship likelihood: Strong

Board Member at HABITAT FOR HUMANITY INTERNATIONAL Inc.

Relationship likelihood: Strong

Co-Founder at Greer & Walker LLP

Relationship likelihood: Strong

President, Southern California Coastal at CalAtlantic Group, Inc.

Relationship likelihood: Strong

Chief Financial Officer & Executive Vice President at Highwoods Properties, Inc.

Relationship likelihood: Strong

Board Member at HABITAT FOR HUMANITY INTERNATIONAL Inc.

Relationship likelihood: Strong

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Don Ellsworth Olmstead
Former Managing Director/Chief Compliance Officer at Novaré Capital Management LLC
Education
B.A. Degree in English
Class of 1981

The University of the South is known familiarly as “Sewanee” by its students, faculty, staff and friends and offers an unmatched educational experience. The university remains purposefully small and dedicated to building a sense of community. All classes are taught by professors, not graduate teaching assistants, and close faculty-student interaction ensures that each student enjoys a rich and personal educational experience. It is not unusual for students and faculty members to work shoulder to shoulder on research projects and journal articles, to meet for coffee at a local eatery, or to serve together as members of the university orchestra, volunteer fire department, and other civic groups.

Memberships
Investment, Finance and Worship & Music committees
Current
Career History
Managing Director/Chief Compliance Officer
1999 - Current

Novare Capital Management's (NCM) equity investment approach is based on proprietary quantitative and qualitative analysis, as well as studies research from independent sources including Argus, S&P and select Wall Street firms. The firm employs quantitative and qualitative screens to evaluate performance and valuation relative to their expectations regarding companies and sectors. From this research, NCM develops a list of high-quality companies that fall into one of three investment disciplines: value, growth and income. Portfolios are typically diversified across all ten sectors included in the S&P 500. When considering an investment, NCM evaluates earnings growth, free cash flow growth, price/earnings ratio, business margins, balance sheets and pricing. The firm's investment products include: equity management, fixed-income management, energy MLP strategy, alternative investments, wealth management services, retirement rollovers, trust services and integrated cash flow planning.

Boards & Committees
Managing Director
1999 - Current

NCM primarily invests in individual stocks and bonds, ETFs, mutual funds, Master Limited Partnerships, preferred stocks and options. The firm selects individual stocks by using traditional fundamental analysis including different factors such as financial strength ratios; price-to-earnings ratios; dividend yields; and growth rate-to-price earnings ratios. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. NCM’s investment strategies include long-term purchases and short-term purchases.

Director
Current

Concordia Lutheran Ministries operates as aging service networks in the Pennsylvania. It offers adult day services, assisted living, home care, hospice, pharmacy, rehabilitation services, retirement living, skilled nursing and medical equipment sales. The firm has facilities in Cabot, Pittsburgh, Butler, Allison Park and Wexford. The firm is headquartered in Cabot, PA.

Chair
Prior

We enrich the lives of those we serve by providing a nurturing environment that fosters joy, purpose, and well-being.

Member, Board of Directors
Tenure Unconfirmed

TO ENCOURAGE, PROMOTE, AND ASSIST IN THE BUILDING AND REDEVELOPMENT OF AFFORDABLE HOUSING.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1 - $499
2012

We enrich the lives of those we serve by providing a nurturing environment that fosters joy, purpose, and well-being.

$500 - $999
2011

We enrich the lives of those we serve by providing a nurturing environment that fosters joy, purpose, and well-being.

Political Donations
$250
2008

Former Senator from the 39th District at North Carolina State Senate

Awards & Honors
2004
CFP (Certified Financial Planner)
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