“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
