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The Atlas · People · 3,969 profiles
The people behind the stack
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
760 people · clear filters
Advisors
Aarti Mohan, Principal - Aurion Advisors
Principal · Aurion Advisors
AdvisorsAashish Mishra
Private Banker-Associate Director · Client Associates
AdvisorsAbdalrahman Shugaa
Associate · Capricorn Private Investments
AdvisorsAbhimanyu Nair
Managing Partner · Client Associates
AdvisorsAbhishake Mathur CFA
Co-Founder Vasupradah Investment Advisory Services · Vasupradah Investment Advisory Services Pvt. Ltd.
AdvisorsAbhishek Dwivedi
Director Business Solutions · LGT Wealth India
AdvisorsAbhishek Khudania
Senior Executive Director · Client Associates
AdvisorsAbhishek Poddar
Senior Manager · Conscience Multi Family Office
AdvisorsAbhishek Varshney
Senior Engineer · National Informatics Centre, MeitY
AdvisorsAdam Birenbaum
Chief Executive Officer · Focus Financial Partners
AdvisorsAdam Fisch, JD, CFA
Head of Family Continuity · Our Family Office Inc.
AdvisorsAdam Karasik
Managing Director, Head of Legal - Strategic Transactions · Focus Financial Partners
AdvisorsAdarsh Lahoti
Vice President · Waterfield Advisors
AdvisorsAdithya Narayanan
Senior Manager · Conscience Multi Family Office
AdvisorsAditya Khetan
Senior Research Analyst · First Assetz
AdvisorsAdv. (CA) Amit KC Jain
Founder & Principal · AKCJ Ventures LLP
AdvisorsAgatha Kulesza
Senior Reporting Strategist · SEI Private Wealth Management
AdvisorsAisling McArdle
Senior Adviser · Delfin Private Office
AdvisorsAitn R Khanna
Associate Director · Client Associates
AdvisorsAjay Sampath
Managing Partner · Equirus Family Office
AdvisorsAjay Saraf
Executive Director · Icici Securities Limited. Mumbai
AdvisorsAkash Rathi
Strategic Operations Consultant · Serenity Wealth
AdvisorsAkhil Bhardwaj
Partner · Alpha Capital
AdvisorsAkshatha R
Manager - Finance and Accounts · Entrust Family Office
AdvisorsAkshay Grover
VP - Investments · Spectra 7 Holdings
AdvisorsAkshitha Kiran Shetty
Senior Customer Service Manager · Foresight Family Office
AdvisorsAlberto Pentimalli
Managing Director, CIGP Italia · CIGP
AdvisorsAlec Elmore
Partner, Technology Enablement · SolomonEdwards
AdvisorsAlekh Yadav, CFA, FRM
Director · Sanctum Wealth
AdvisorsAlex Lyden
Partner, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel · Evercore Wealth
AdvisorsAlexander Tsikouras
Chief Administrative and Strategy Officer · CIGP
AdvisorsAlexandra Soto
Global Chief Operating Officer · Lazard
AdvisorsAlexandre Pol
Chief Operating Officer · CIGP
AdvisorsAlina Miska Carlson, CFP®
Director of Planning and Insights · Cannell & Spears
AdvisorsAlison Markstadt
Advisory Board Member · Presage Global
AdvisorsAlison Rosenzweig
Managing Director, Head of Credit Strategies, Lazard Family Office Partners · Lazard Asset Management
AdvisorsAllison Azar
Managing Director, Head of Client Solutions, Private Client Practice · Cambridge Associates
AdvisorsAllison Copsey
Vice President, Wealth Advisor · Titan
AdvisorsAllison Dunlap
Managing Director, Wealth Advisor · Farther
AdvisorsAllison Kollar, CFP®
Senior Wealth Advisor · Focus Partners
AdvisorsAlok Agarwala
Chief Investment Officer · Entrust Family Office
AdvisorsAlondra Garcia
Portfolio Manager · Ellevest
AdvisorsAlyssa Jablonowski
Investment Operations Associate · Boardwalk Capital Management
AdvisorsAman Shah
Products & Strategy · Equirus Family Office
AdvisorsAmanda Grindell
Director of Business Development · Defuse
AdvisorsAmarnath Raina
Vice President of Wealth Management · Client Associates
AdvisorsAmit Hira, CTEP®
Senior Wealth Manager · Sanctum Wealth
AdvisorsAmit Jain - CFP
Founding Team- Nexedge Capital · Nexedge Capital