Starting a Financial Advisory Company with Joe Sroka, USMA ‘88

Mar 20, 2018 | USMA

“I really love investing.  If you’re intellectually curious it’s a great profession to be in because you learn about different types of companies and industries.” -Joe Sroka, USMA ’88

Joe Sroka (USMA ’88) is the Co-Founder and Chief Investment Officer of Nova Point Capital, a Registered Investment Advisory firm based in Atlanta. Joe’s team manages investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundations.

In this episode, Joe and I discuss:

  • His path into Financial Services and why he started his own firm
  • His strategy for getting new clients
  • How he helps business owners build wealth and maximize financial opportunities

Connect with Joe Sroka

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Special thanks to Joe for joining me this week.  Until next time!

-Scott Mackes, USNA ’01

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