As part of his role as Chief Investment Officer, Joseph Sroka is the lead portfolio manager for NovaPoint Capital’s investment strategies. He believes the greatest skill that veterans can apply to the investment world and to the business world is risk management.
Prior to founding NovaPoint, Joe was a portfolio manager at investment firms such as GMT Capital and Epoch Investment Partners, worked as an equity research analyst at Merrill Lynch and ABN Amro. He is both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT).
Joe’s volunteer activities are focused on helping military veterans. He started the Bunker Labs Atlanta chapter and currently serves as treasurer for the U.S. Army Ranger Association.
Organized by America’s Warrior Partnership, the Warrior Community Integration Symposium is an opportunity to share best practices, find innovative solutions, and form new collaborative partnerships to better help the veterans in their communities address the work challenges they sometimes encounter when making the transition to civilian life.
WorkingNation set up its cameras at the Symposium and interviewed the speakers and attendees about the important issue of helping veterans deal with workforce challenges. You can follow the conversation on our social media under the hashtag #WorkingNationOverheard.
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Dana Beth Ardi, PhD, Executive Committee, is a thought leader and expert in the fields of executive search, talent management, organizational design, assessment, leadership and coaching. As an innovator in the human capital movement, Ardi creates enhanced value in companies by matching the most sought after talent with the best opportunities. Ardi coaches boards and investors on the art and science of building high caliber management teams. She provides them with the necessary skills to seek out and attract top-level management, to design the ideal organizational architectures and to deploy people against strategy. Ardi unearths the way a business works and the most effective way for people to work in them.
Ardi is an experienced business executive and senior consultant who leverages business organizational transformation through talent strategies. She uses her knowledge and experience to develop talent strategies to enhance revenue and profit contributions. She has a deep expertise in change management and organizational effectiveness and has designed and built high performance cultures. Ardi has significant experience in mergers, acquisitions, divestitures, IPO’s and turnarounds.
Ardi is an expert on the multi-generational workforce. She understands the four intersecting generations of workers coming together in contemporary companies, each with their own mindsets, leadership and communications styles, values and motivations. Ardi is sought after to assist companies manage and thrive by bringing the generations together. Her book, Fall of the Alphas: How Beta Leaders Win Through Connection, Collaboration and Influence, will be published by St. Martin’s Press. The book reflects Ardi’s deep expertise in understanding organizations and our changing society. It focuses on building a winning culture, how companies must grow and evolve, and how talent influences and shapes communities of work. This is what she has coined “Corporate Anthropology.” It is a playbook on how modern companies must meet challenges – culturally, globally, digitally, across genders and generations.
Ardi is currently the Managing Director and Founder of Corporate Anthropology Advisors, LLC, a consulting company that provides human capital advisory and innovative solutions to companies building value through people. Corporate Anthropology works with organizations, their cultures, the way they grow and develop, and the people who are responsible for forming their communities of work.
Prior to her position at Corporate Anthropology Advisors, Ardi served as a Partner/Managing Director at the private equity firms CCMP Capital and JPMorgan Partners. She was a partner at Flatiron Partners, a venture capital firm working with early state companies where she pioneered the human capital role within an investment portfolio.
Ardi holds a BS from the State University of New York at Buffalo as well as a Masters degree and PhD from Boston College. She started her career as professor at the Graduate Center at Fordham University in New York.