Joseph McLean is an experienced professional in the wealth management and financial advisory sectors, currently serving as the VP of Wealth at Octopus Money since May 2023. As a Founding Partner at NOVA since September 2017, Joseph McLean focuses on transforming wealth management through technology to improve client interactions and reduce costs. Prior to these roles, Joseph McLean held several positions at Octopus, including Founding Partner of Octopus Wealth, and worked in wealth management at Tilney and Lloyds Banking Group, along with a role as Private Client Manager at Bank of Scotland. Joseph McLean is an alumnus of Durham University.
Sign up to view 2 direct reports
Get started