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Joe Millott, CFA
M&A and Growth Advisor | Wealth Management
Joe Millott, CFA, is the Principal and Founder of Acquatio, a firm based in Canada that specializes in providing M&A, valuation, and practice growth advisory services to independent wealth firms. With over 15 years of experience in investment banking and financial services, he has established a strong track record in the industry.12
Before founding Acquatio, Millott held significant roles at various financial institutions, including NatWest Group, Standard Chartered Bank, and HSBC. His expertise lies in empowering financial advisors to enhance their practices and achieve sustainable growth.45
Millott is also active on LinkedIn, where he shares insights about entrepreneurship and the financial industry.3
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Location
Toronto, Ontario, Canada
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Michael LeRoy
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Vice President of Global FP&A and Sourcing at WW (formerly Weight Watchers)
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Partner
Mutual Connections
See who you know in common with Joe