About

Your NovaPoint CFO Team

Our team of skilled, financial professionals are backed by decades of experience in financial planning, accounting and working closely with medical and healthcare professionals.

We have gathered the best of their fields and are able to bring various levels of knowledge to our clients.

With an industry that is constantly shifting and evolving, we want your business to evolve with it. Our professionals take their honed knowledge and apply it to assisting clients in making smarter decisions for their financial futures. Don’t worry, we got this.

We know you have questions, we have answers. Feel free to reach out to any member of our team to learn more about our services and learn how we can benefit you, so you can focus on what’s important: your patients.

Alan Conner

President

With nearly two decades of experience in the industry, Alan Conner works hard to build long term relationships with clients. With a solid background in accounting and banking, Alan has the ability to offer the professional financial services and advice you need most. He has consulted nationwide with both start-up and well established companies, to develop corporate strategies to reduce employee turnover, increase organizational efficiency and promote stakeholder satisfaction.

Joseph Sroka

Chief Investment Officer

Joe is NovaPoint’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..

Jeffery Wright, CFA

Managing Director

Jeff provides for financial planning and wealth management to My Pro CFO’s clients. Previously, Jeff was a Vice President in the Private Banking and Investment Group at Merrill Lynch. He also worked at Booz Allen Hamilton and the Department of Defense. Prior to his private sector career, Jeff was a Field Artillery officer in the U.S. Army. He earned his BA from the University of Texas and MBA from the University of Maryland. Jeff is a Chartered Financial Analyst (CFA). He serves on the Board of Elders of Piedmont Church in Marietta and on the Board of Directors of CureCP, a non-profit that directly helps children with cerebral palsy by funding innovative research, clinical trials, and studies at medical institutions in the U.S.

Additionally, he is a member of the U.S. Army Ranger Association, Northeast Cobb Business Association, the Atlanta Society of Finance and Investment Professionals, and participates in other community organizations that support the special needs and veteran communities.

Frederick Wright, CFA

Managing Director

Frederick is a managing director working with both individual and institutional clients. He has over 25 years of experience in the investment management industry. Prior to joining NovaPoint, Frederick was a partner and wealth 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. Before beginning his investment career, Frederick was an Engineer officer in the U.S. Army. He earned his Bachelor of Science degree from the U.S. Military Academy at West Point and his MBA from Emory University’s Goizueta Business School. Frederick is a Chartered Financial Analyst (CFA). He is a member of CFA Institute, Atlanta CFA Society, Southeastern Hedge Fund Association, Atlanta Writers Club, U.S. Tennis Association, and ALTA.

Your NovaPoint CFO Team

Our team of skilled, financial professionals are backed by decades of experience in financial planning, accounting and working closely with medical and healthcare professionals.

We have gathered the best of their fields and are able to bring various levels of knowledge to our clients.

With an industry that is constantly shifting and evolving, we want your business to evolve with it. Our professionals take their honed knowledge and apply it to assisting clients in making smarter decisions for their financial futures. Don’t worry, we got this.

We know you have questions, we have answers. Feel free to reach out to any member of our team to learn more about our services and learn how we can benefit you, so you can focus on what’s important: your patients.

Alan Conner

President

With nearly two decades of experience in the industry, Alan Conner works hard to build long term relationships with clients. With a solid background in accounting and banking, Alan has the ability to offer the professional financial services and advice you need most. He has consulted nationwide with both start-up and well established companies, to develop corporate strategies to reduce employee turnover, increase organizational efficiency and promote stakeholder satisfaction.

Jeffery Wright, CFA

Managing Director

Jeff provides for financial planning and wealth management to My Pro CFO’s clients. Previously, Jeff was a Vice President in the Private Banking and Investment Group at Merrill Lynch. He also worked at Booz Allen Hamilton and the Department of Defense. Prior to his private sector career, Jeff was a Field Artillery officer in the U.S. Army. He earned his BA from the University of Texas and MBA from the University of Maryland. Jeff is a Chartered Financial Analyst (CFA). He serves on the Board of Elders of Piedmont Church in Marietta and on the Board of Directors of CureCP, a non-profit that directly helps children with cerebral palsy by funding innovative research, clinical trials, and studies at medical institutions in the U.S.

Additionally, he is a member of the U.S. Army Ranger Association, Northeast Cobb Business Association, the Atlanta Society of Finance and Investment Professionals, and participates in other community organizations that support the special needs and veteran communities.