Joe Milam

Joe Milam is the CEO and Founder of AngelSpan, a fee-based money manager for HNW investors. Joe has over 25 years of experience in the financial industry, starting their career as a stock broker with E.F. Hutton. Joe then became an assistant portfolio manager and analyst with G.T. Investment Counsel before founding their own company, Legacy Capital Management, in August 1993.

Under Joe's leadership, Legacy Capital Management grew from $35 million to $200 million in assets under management. Joe also served on the board of directors of public company Sonoma West Holdings and was instrumental in evaluating a shareholder offer for the company's acquisition.

In April 2000, Joe founded Angel Legacy, LLC, which they ran until September 2003. In their current role as CEO and Founder of AngelSpan, they continue to deliver first or second quadrant investment results and boutique service to their clients.

Joe Milam graduated from California State University, Chico with a degree in business and finance. Joe then worked in the financial sector for several years before starting their own business.

A direct report to Joe Milam is and Adam McKinstrie - COO.