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 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 Investment Officer at Wright Investment Management and at Smith & Howard Wealth Management . Prior to beginning his investment career, Frederick served as an Engineer officer in the U.S. Army. He holds a BS from the U.S. Military Academy at West Point and an MBA from Emory University. Frederick is a Chartered Financial Analyst (CFA).
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 in financial planning and is a member of the Financial Planning Association.
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.
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 financial assistant to small business owners. A dedicated military spouse, she leverages her adaptability and organizational acumen to support growth, streamline workflows, and improve client experiences. Samantha holds a Bachelor of Science in Healthcare Administration and Management, providing a strong foundation in strategic planning and business operations.
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