
Starting a Financial Advisory Company with Joe Sroka, USMA ‘88
Mar 20, 2018
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 '88Joe 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