Joe Milam Email & Phone Number
Founder and CEO @ Legacy Capitalist Inc
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Joe Milam Location
- Las Vegas, NV, US
Joe Milam Work
- 2013 -now Founder and CEO @
- 2018 -now Founder @
- 2025 -now Editorial Review Board @ Portfolio Management Research - Journal of Private Markets Investing
- 2024 -now Member Board of Directors @
- 2022 -now Advisory Board @
- 1993 -2013 Founder and President @ Legacy Capital Management
- 2000 -2003 Founder @ Angel Legacy, LLC
- 1990 -1993 Assistant Portfolio Manager and Analyst @ G.T. Investment Counsel
- 1985 -1990 Stock Broker @ E.F. Hutton
Joe Milam Education
- California State University, Chico
Business (Finance)
1980-1984
Joe Milam Skills
- Financial Advisory
- Equities
- Private Equity
- Investments
- Asset Management
- Portfolio Management
- Financial Services
- Hedge Funds
- Wealth Management
- Valuation
- Wealth
- Sales
- Asset Managment
- Angel Investing
- Estate Planning
- Due Diligence
- Investment Strategies
- Venture Capital
- Corporate Finance
- Leadership
- Mergers & Acquisitions
- Alternative Investments
- Finance
- Wealth Management Services
- Fixed Income
- Financial Markets
- Financial Modeling
- Entrepreneurship
- Financial Analysis
- Strategic Financial Planning
- Asset Allocation
- Investment Advisory
- Series 7
- Business Planning
- Executive Management
- Start-ups
- Startups
- Public Speaking
- Strategic Planning
- Start Ups
- Services
- Communication
- IR
- Platform
- Cadence
- Mergers and Acquisitions
- Real Estate
- Microsoft Office
- Business Analysis
- Research
Joe Milam Summary
- Joe Milam, based in Las Vegas, NV, US, is currently a Founder and CEO at Legacy Capitalist Inc. Joe Milam brings experience from previous roles at The Legacy Funds, Portfolio Management Research - Journal of Private Markets Investing and Texas Alternatives Foundation. Joe Milam holds a 1980 - 1984 Business in Finance @ California State University, Chico. With a robust skill set that includes Financial Advisory, Equities, Private Equity, Investments, Asset Management and more. Joe Milam has 4 emails and 3 mobile phone numbers on RocketReach.
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