On Wednesday, October 4th, NovaPoint’s president , Alan Conner will be speaking at the Markets Group Private Wealth Carolinas Forum in Charlotte, North Carolina. Alan will be a participant on the forum’s panel, “Fixed Income: Trends Shaping Today’s Landscape”, with several other investment professionals. The Private Wealth Carolinas Forum is the leading conference for …
Continue reading “Alan Conner Speaking at Private Wealth Carolinas Forum – October 4th”
On Monday, September 18th, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at the Marcus Evans Private Wealth Management Summit in Dallas, Texas. Joe will be a participant on the summit’s panel, “Portfolio Repositioning: Examining How Investors are Factoring in Monetary Policy, Inflation, and Rising Interest Rates”, with several other investment …
The NovaPoint Group is proud to announce that Larry Dixon has earned the prestigious Enrolled Agent (EA) designation from the Internal Revenue Service (IRS). An Enrolled Agent is a federally authorized tax practitioner with technical expertise in the field of taxation. They are empowered by the U.S. Department of the Treasury to represent taxpayers before …
Continue reading “Larry Dixon Achieves Enrolled Agent Designation from the IRS”
On Wednesday, August 23rd, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at Markets Group’s Private Wealth Central States Forum in Nashville. Joe will be a panelist on the forum’s Opening Bell panel, “The Next 12 Months at a Glance,” with several other investment professionals. The Private Wealth Central States Forum …
Continue reading “Joseph Sroka speaking at Private Wealth Central States Forum – August 23rd”
NovaPoint would like to show our respect for those who have made the ultimate sacrifice in defense of our freedom. In their honor, we are making donations today to two Veterans Service Organizations: the Children of Fallen Patriots Foundation and the Special Operations Medical Association. Children of Fallen Patriots provides college scholarships and educational …
Continue reading “NovaPoint Supports Veterans Service Organizations”
On Wednesday, April 26th, NovaPoint’s president, Alan Conner, will be speaking at the Markets Group 8th Annual Private Wealth Southeast Forum in Atlanta. Alan will join a panel of fellow fixed income experts to discuss “Investment Opportunities in the Fixed Income Markets”. The Private Wealth Southeast Forum is the leading conference for RIAs, family …
Continue reading “Alan Conner speaking at Private Wealth Southeast Forum on April 26th”
FOR IMMEDIATE RELEASE NovaPoint Welcomes Larry Dixon and Marisa Shipman to the Team ATLANTA, GA, December 14, 2022 – The NovaPoint Group announced today that Larry Dixon has joined the firm as a Managing Director of the group’s accounting and tax business, NovaPoint CFO. Larry began his career as a field artillery officer in …
Continue reading “NovaPoint Welcomes Larry Dixon and Marisa Shipman to the Team”
On Wednesday, December 7th, NovaPoint’s chief investment officer, Joseph Sroka, will be speaking at Portfolio Summits’ Florida RIA Summit in Tampa. Joe will join a panel of fellow investment professionals to discuss “Market Outlooks and Opportunities”. The third annual Florida RIA Summit is a one day meeting of 100+ registered investment advisors based throughout …
Continue reading “Joseph Sroka speaking at Florida RIA Summit – December 7th”
NovaPoint Capital would like to show our respect and appreciation for our nation’s veterans. In their honor, we are making donations to three Veterans Service Organizations: Children of Fallen Patriots Foundation, Special Operations Medical Association, and Wreaths Across America. Children of Fallen Patriots provides college scholarships and educational counseling to military children who have …
Continue reading “NovaPoint Supports Veterans Service Organizations”
On Thursday, August 18th, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at Markets Group’s Private Wealth Central States Forum in Nashville. Joe will be a panelist on the forum’s Opening Bell panel, “Financial and Macro-Economic Outlook for the Next 12 Months,” with several other investment professionals. The Private Wealth Central …
Continue reading “Joseph Sroka Speaking at Private Wealth Central States Forum – August 18th”
404.445.7885
