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 the Bank Group division of Countrywide Capital Markets where he developed balance sheet strategies for depository institutions. He earned his BS in Banking and MBA in Finance from Nova Southeastern University. Alan is an endurance athlete and three-time IRONMAN finisher. He is a board member of Positive Growth, an organization that improves the lives of children, youth, adults and families during difficult life transitions by providing residential and community-based treatment services.
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 worked as an equity research analyst at Merrill Lynch and ABN Amro. Before beginning his investment career, Joe was an Infantry officer in the U.S. Army. Joe earned his Bachelor of Science degree from the U.S. Military Academy at West Point and his MBA from the University of Chicago. He is both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). Joe’s volunteer activities are focused on helping military veterans by starting the Bunker Labs Atlanta chapter and as treasurer for the U.S. Army Ranger Association.
Frederick is a managing director and portfolio manager working with both individual and institutional clients. He has over 25 years of experience in the investment management industry. Prior to joining NovaPoint, Frederick was a partner and wealth 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 Investment Officer at Wright Investment Management and at Smith & Howard Wealth Management. Before beginning his investment career, Frederick was an Engineer officer in the U.S. Army. He earned his Bachelor of Science degree from the U.S. Military Academy at West Point and his MBA from Emory University’s Goizueta Business School. Frederick is a Chartered Financial Analyst (CFA). He is a member of CFA Institute, Atlanta CFA Society, Southeastern Hedge Fund Association, Atlanta Writers Club, U.S. Tennis Association, and ALTA.
Tim is a managing director and portfolio manager working with both individual and institutional clients. He has over 15 years of experience in the investment management industry. Tim began his investment career at Raymond James and later co-founded Atlanta-based Black Diamond Investment Partners. After merging with Waterloo Capital Management, Tim left to start his own company, Bull’s Eye Wealth Management. He also has experience in the banking, wireless telecommunications, and institutional food service industries. Tim earned his Bachelor of Science degree from the University of South Carolina and his MBA from the University of Rochester’s Simon Business School. Tim is a Certified Financial Planner (CFP).
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 Point, where he was a four-year letterman on the football team. Larry is a certified Enrolled Agent, recognized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.
Marisa manages NovaPoint’s operations. She works with team members and clients across all business units. Prior to joining NovaPoint, Marisa served as a logistician in the Air National Guard and as a field artillery officer in the United States Army. She earned her Bachelor of Business Administration degree from Tiffin University and her MBA from Liberty University.
Enter Email Address to subscribe our quarterly newsletter.
404.445.7885
