Profilo
Mr. Alan J.
Conner is a President at NovaPoint Capital LLC.
He also serves as the firm’s Chief Compliance Officer and Fixed Income Portfolio Manager.
He has over 25 years of experience in the investment management industry.
He is a board member of Positive Growth, an organization that improves the lives of children, youth, adults and families during difficult life transitions by providing residential and community-based treatment services.
Prior to founding NovaPoint, Mr. Conner was a Fixed Income Manager at both Spectrum Advisory Services and a private family office.
He also worked in the Bank Group division of Countrywide Capital Markets where he developed balance sheet strategies for depository institutions.
He earned his BS in Banking and MBA in Finance from Nova Southeastern University.
Posizioni attive di Alan John Conner
| Società | Posizione | Inizio |
|---|---|---|
NovaPoint Capital LLC
 NovaPoint Capital LLC Investment ManagersFinance NovaPoint Capital LLC (NovaPoint) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Alan Conner and Joseph Sroka in 2014. They are a wholly owned subsidiary of The NovaPoint Group LLC. NovaPoint provides investment advisory services to individuals, pension and profit-sharing plans, trusts, endowments, and charitable organizations and corporation or business entities. | Fondatore | 01/10/2014 |
Precedenti posizioni note di Alan John Conner
| Società | Posizione | Fine |
|---|---|---|
| Countrywide Securities Corp. | Corporate Officer/Principal | 31/12/2001 |
Spectrum Advisory Services, Inc.
 Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Analista-Rendimento Fisso | - |
Formazione di Alan John Conner
| Nova Southeastern University, Inc. | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
| Countrywide Securities Corp. | Finance |
NovaPoint Capital LLC
NovaPoint Capital LLC Investment ManagersFinance NovaPoint Capital LLC (NovaPoint) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Alan Conner and Joseph Sroka in 2014. They are a wholly owned subsidiary of The NovaPoint Group LLC. NovaPoint provides investment advisory services to individuals, pension and profit-sharing plans, trusts, endowments, and charitable organizations and corporation or business entities. | Finance |
- Borsa valori
- Insiders
- Alan John Conner
