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Joseph Sroka, CFA, CMT
CIO/Co-Founder @ NovaPoint Capital | CFA, CMT, Asset Management
Meet Joseph Sroka, a financial management expert, business owner, and philanthropist. Joseph is the co-founder and chief investment officer of NovaPoint Capital LLC, where he oversees the firm's investment strategies and manages portfolios.
Joseph's educational background includes a BS in Sociology from the United States Military Academy at West Point, MBA in Finance & Accounting from The University of Chicago Booth School of Business, and an MBA Exchange Program in Finance from London Business School. He's also a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT).
Before co-founding NovaPoint Capital, Joseph was the President/Owner of The Algonquin Company LLC, Senior Portfolio Manager at Spectrum Advisory Services, Inc., Vice President at GMT Capital, Managing Director at Epoch Investment Partners, Investment Manager at Ironbound Capital Management, Director at Merrill Lynch, and Vice President at ABN AMRO. Joseph also served as an Infantry Officer in the US Army.
Joseph is an avid volunteer who spends his free time supporting veteran service organizations such as Bunker Labs Atlanta and the U.S. Army Ranger Association. He brings over 20 years of experience in investment management and financial planning, making him an expert in the field.
