About
Alan J. Conner is the President and Chief Compliance Officer of NovaPoint Capital, LLC, based in Atlanta, GA. With over 25 years of experience in the investment management industry, he co-founded NovaPoint Capital and leads the firm’s operations, regulatory compliance, and fixed income portfolio management. He is responsible for overseeing investment strategies for a diverse client base, including institutions, nonprofit organizations, and high-net-worth individuals.
Alan’s expertise centers on fixed income securities, individually managed equity and bond portfolios, and short-term cash management solutions. He previously served as a fixed income manager at Spectrum Advisory Services and a private family office, and developed balance sheet strategies for depository institutions at Countrywide Capital Markets. His asset class focus includes fixed income, equities, and ETF-based portfolios, with a notable emphasis on designing innovative strategies to meet client-specific objectives and risk tolerances.
Alan holds a BS in Banking and an MBA in Finance from Nova Southeastern University. He is a Certified Plan Fiduciary Advisor (CPFA). His leadership has contributed significantly to the establishment of NovaPoint as a trusted investment manager, and he actively supports community organizations, serving on the board of Positive Growth, Inc. He is also recognized for his personal achievements as a three-time IRONMAN finisher.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Novapoint Capital LLC | President | Jun 2015 to Present | NovaPoint Capital is a Registered Investment Advisor based in Atlanta. We manage investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundation... | 
| Spectrum Advisory Services, Inc. | Fixed Income Analyst | Oct 2004 to May 2015 | Trading of Taxable Fixed Income Securities / Cash Management / Back office operations / Compliance | 
| Novapoint Cfo | President | Jan 2010 to Present | We assist Independent Contractors with Incorporation, Accounting and Investment Planning. Phone: 800-517-0CFO 800-517-0236 | 
| Arduus Asset Management | Chief Investment Officer | Nov 2001 to Oct 2004 | — | 
| Bank of America | Director, Institutional Sales | May 2000 to Dec 2001 | Asset / Liability Management consulting for Banking Institutions with assets < $5 Billion | 
| Orosey & Pepe Capital Markets | Investment Banker | Feb 1999 to May 2000 | * Asset / Liability Management Consulting for Depositories under $5 Billion in assets
* Sale and purchase of various fixed income assets (MBS, Treasury, Agency, whole loans, SBA Loans)
* Sale and purc... | 
Education
Nova Southeastern University
Master of Business Administration, Accounting, Finance
2003 — 2006
Nova Southeastern University
Bachelor of Science, Banking, Finance
2001 — 2001
Others at Novapoint Capital, LLC (1)
| Name | Role | Location | 
|---|---|---|
| TTim Benbow | Managing Director and Portfolio Manager | Roswell, GA , United States |