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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.
110 people · clear filters
Advisors
Adam Birenbaum
Chief Executive Officer · Focus Financial Partners
AdvisorsAdarsh Lahoti
Vice President · Waterfield Advisors
AdvisorsAllison Copsey
Vice President, Wealth Advisor · Titan
AdvisorsAmarnath Raina
Vice President of Wealth Management · Client Associates
AdvisorsAmman Grovvar
Vice President - Private Wealth Management · Client Associates
AdvisorsAmyitoj Singh
Associate Vice President & Insurance Head · Client Associates
AdvisorsAnant Zore
Associate Vice President · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsAnkur Patel
Vice President of Investments · Ellevest
AdvisorsAnne Novak
Managing Director and Vice President, Cresset Trust Company · Cresset
AdvisorsAnshul Rana, CFP®
Assistant Vice President · Centrum Wealth
AdvisorsAravamuthan T R
Senior Vice President - Client Partner at Entrust Family Office · Entrust Family Office
AdvisorsArpita Thakur
Associate Vice President - Family Office | Alternative Investment · Upwisery
AdvisorsAshwin Kumar
Assistant Vice President · Broadwings Multi Family Office
AdvisorsAteen Gupta
Vice President of Investment Advisory · Spark PWM Private Limited
AdvisorsBalaji K R
Vice President Client Relations · Wealth Managers United (India) Private Limited
AdvisorsBharath Soundappan
Associate Vice President - Client Services · Entrust Family Office
AdvisorsBrendan Mitchell
Vice President; Chief Fiduciary Officer · Market Street Trust Company
AdvisorsBurt White
Chief Executive Officer · Carson Group
AdvisorsCFA VikramKumar Thanvi, VKT
Vice President · Systematix Private Wealth
AdvisorsChris Zander
President & CEO · Evercore Wealth
AdvisorsChristina Sanchez
Vice President, Wealth Advisor · Titan
AdvisorsClay Gardner
Co-CEO, Chief Investment Officer · Titan
AdvisorsDaniel Pinto
Partner, CEO Corient EMEA · Corient
AdvisorsDave Jones
Senior Vice President - Director of Estate Strategy · Bailard
AdvisorsDavid Wong
Senior Vice President, Alternatives Consulting · Callan
AdvisorsDeepak Jain
Vice President · Client Associates
AdvisorsDev Marfatia, CFA
Assistant Vice President · Lighthouse Canton
AdvisorsDevika Khemani
Associate Vice President, Wealth Advisory · Waterfield Advisors
AdvisorsDhiraj Relli
MD & CEO · HDFC securities
AdvisorsDomenic Marino
Senior Partner and CEO-elect, PwC Canada · PwC
AdvisorsDr. Sylvia Kwan
CEO & Chief Investment Officer · Ellevest
AdvisorsDrew McMorrow
President & CEO · Ballentine Partners
AdvisorsEdmund F. Murphy III
President and CEO · Empower Retirement
AdvisorsErnest J. Nedder
Chief Executive Officer · RSM
AdvisorsHiral Chheda
Assistant Vice President · Waterfield Advisors
AdvisorsJagadesh kumar Badiga
Vice President · Metis Family Office
AdvisorsJaya Obhan
Vice President · Neo Wealth and Asset Management
AdvisorsJim Da Silva
Senior Vice President - Client Development · Focus Partners
AdvisorsJoe Aguilar
Senior Vice President, Chief Investment Officer · Market Street Trust Company
AdvisorsJohn Gulnac
Chief Executive Officer · SolomonEdwards
AdvisorsJon Holt
Chief Executive, KPMG UK · KPMG
AdvisorsJosh Brown
CEO · Ritholtz Wealth
AdvisorsJulie Pine
Chief of Staff to the CEO · Carson Group
AdvisorsJulie Sweet
Chair and CEO · Accenture
AdvisorsJustin Ferri
President · Focus Partners
AdvisorsKapil Sharma
Vice President Marketing · Waterfield Advisors
AdvisorsKara Garner Pass
President & CEO · Market Street Trust Company
AdvisorsKhushi Jain
Associate Vice President · Client Associates