Joe Millott

Joe Millott, CFA, is a seasoned finance professional with extensive experience in corporate development and wealth management. Currently serving as the Principal and Founder of Acquatio since June 2023, Joe specializes in helping wealth management businesses grow, scale, and exit. Previous leadership roles include Director on the Board of CFA Society Vancouver, Vice President of Corporate Development at Purpose Unlimited, and Vice President of Corporate Development & Strategy at Canada Drives. Joe's career in banking has included significant positions at Garibaldi Capital Advisors, HSBC, Standard Chartered Bank, and NatWest Group, honing expertise in corporate advisory and investment banking. Joe is a Chartered Financial Analyst, having received the designation from the CFA Institute in 2018.