Alan is NovaPoint Capital’s president. He also serves as the firm’s chief compliance officer and fixed income portfolio manager. Alan has over 25 years of experience in the investment management industry. Prior to founding NovaPoint, he was a fixed income manager at both Spectrum Advisory Services and a private family office. Alan also worked in …
Joe is NovaPoint Capital’s chief investment officer and lead portfolio manager for the firm’s investment strategies. He has over 20 years of experience in the investment management industry. Prior to founding NovaPoint, Joe was a portfolio manager at Spectrum Advisory Services and GMT Capital in Atlanta and Epoch Investment Partners in New York. He also …
Frederick has over 30 years of experience in the investment management industry. Prior to joining NovaPoint, Frederick was a Partner and Investment Advisor at Brightworth where he advised high net worth investors. Frederick began his investment career in 1991 at Balentine & Co where he rose to Partner. He also co-founded and served as Chief …
Meghan is an Investment Associate focusing on financial planning. Prior to joining NovaPoint, Meghan spent 18 years in government service as an Operations Officer in military intelligence. She holds two Bachelor of Science degrees from the University of Maryland and a Master of Science from the Joint Military Intelligence College. Meghan has additional education specializing …
Larry leads NovaPoint’s accounting, tax and outsourced CFO business, NovaPoint CFO. He built his previous company, Atlas Solutions, as a solo entrepreneur before merging into NovaPoint CFO. Larry began his career as a field artillery officer in the United States Army. He earned his Bachelor of Science degree from the U.S. Military Academy at West …
Samantha Whitford is the Operations Manager at NovaPoint Group, where she oversees operational strategy and execution across both NovaPoint Capital and NovaPoint CFO. With over a decade of experience in finance, operations, and client service, Samantha brings a diverse background that includes roles as Comptroller at Langdale Hyundai of South Georgia and as a virtual …
Amber serves as the Accounting & Client Onboarding Manager for The NovaPoint Group. She brings over 20 years of experience in accounting, including 16 years in automotive accounting and four years with a CPA firm specializing in tax preparation and small business services. After relocating to Del Rio, Texas in 2019 due to her husband’s …
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