Investment management firm managing portfolios with experience, discipline, and integrity
Alan Conner · President · Charlotte, North Carolina, United States
2015
Founded
6+
Team
3
Services
Atlanta, nationwide
Service area
NovaPoint Capital LLC is an investment management and advisory firm headquartered in Atlanta, founded in 2015 by Alan Conner and Joseph Sroka, both tenured investment industry professionals with combined experience spanning the financial markets. The firm manages investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments, and foundations. The firm also provides sub-advisory services for other investment advisers. The firm is defined by three core principles: Experience, Discipline, and Integrity. Alan Conner, President and Chief Compliance Officer, brings over 25 years of investment management experience and serves as a fixed income portfolio manager. Before founding NovaPoint, Alan was a fixed income manager at Spectrum Advisory Services and a private family office. He holds a BS in Banking and MBA in Finance from Nova Southeastern University and is an endurance athlete and three-time IRONMAN finisher. Joseph Sroka, Chief Investment Officer, has over 20 years of investment management experience and is a lead portfolio manager. Prior roles include portfolio manager at Spectrum Advisory Services, GMT Capital in Atlanta, and Epoch Investment Partners in New York. Joe holds a BS from the U.S. Military Academy at West Point and an MBA from the University of Chicago. He is both a CFA Charterhold and Chartered Market Technician. Frederick Wright, Managing Director, brings 30+ years of investment management experience. The investment strategies focus on achieving results over market cycles while avoiding emotional market swings. The firm adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Alan J. Conner
President · BS Banking, MBA Finance
Joseph Sroka
Chief Investment Officer · CFA, CMT
Frederick S. Wright
Managing Director · CFA
Larry Dixon
Tax Managing Partner · EA
Meghan Hoover
Investment Associate · CFP
Samantha Whitford
Operations Manager
Credentials: CFA
Languages: English
Serves: Atlanta, nationwide
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