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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
Kiran RVS
Senior Vice President - Investment Advisory · Spark PWM Private Limited
AdvisorsKishor Wikhe
Executive Vice President | Head, Sogeti India · Capgemini
AdvisorsKreg Kerr
Vice President · Westfuller
AdvisorsKriti Goyal
Associate Vice President - Private Wealth · Client Associates
AdvisorsKshitij Vardhan
Sr Vice President - Estate Planning & Multi Family Office · TriGen Wealth
AdvisorsKunal Thakar, CFA
Vice President · Waterfield Advisors
AdvisorsKusharaj Bhandary
CEO & MD, Multi Family Office · Neo Wealth and Asset Management
AdvisorsLisa Indrieri
Strategic Executive Support to CEO - Project Manager for client base · Aureus Advantage
AdvisorsManish Gaur
Vice President - Private Wealth · Sanctum Wealth
AdvisorsMary P
Associate Vice President · Entrust Family Office
AdvisorsMayur Agarwal
Assistant Vice President & Fund Manager - Portfolio Management Services · Icici Securities Limited. Mumbai
AdvisorsMegha Agarwal
Assistant Vice President · Equirus Family Office
AdvisorsMeredith Bowen
President and Chief Investment Officer · Beatrice Advisors
AdvisorsMichael Faust, CFA
President, Wealth Management · Bailard
AdvisorsMichael Hymes, CFP®, CPWA®
Executive Vice President & Managing Director · Beatrice Advisors
AdvisorsMichael Manning
Chief Executive Officer · NEPC
AdvisorsMichelle Knight
CEO & Chief Economist · RWA Wealth Partners
AdvisorsMiral Amar Shah
Associate Vice President · LGT Wealth India
AdvisorsMitesh Shah
Chief Executive Officer, Managing Director · Equirus Family Office
AdvisorsMrinalini Devdutt
Senior Vice President - Family Office Services · Entrust Family Office
AdvisorsNathan Brown
Senior Vice President and Wealth Advisor · Farther
AdvisorsNeha Agrawal
Vice President · Client Associates
AdvisorsNicole LaChapelle
President of Family Office · RWA Wealth Partners
AdvisorsNimarlina Shet
Associate Vice President · Entrust Family Office
AdvisorsNirish Modi, CFA
Vice President · Entrust Family Office
AdvisorsNischay Kher
Associate Vice President · Equirus Family Office
AdvisorsParthapratim Basu
President and Senior Managing Partner · Systematix Private Wealth
AdvisorsPeter Mallouk
President / CEO · Creative Planning
AdvisorsPeter Orszag
Chief Executive Officer and Chairman · Lazard
AdvisorsPooja Doshi
Vice President · Neo Wealth and Asset Management
AdvisorsPradeep Kumar Maduri - CFP® CPWM
Vice President · Centrum Wealth
AdvisorsPratik Bothra
Vice President · Metis Family Office
AdvisorsPrithvin Kamath
Associate Vice President · Entrust Family Office
AdvisorsPuja Ragavi S
Associate Vice President · Metis Family Office
AdvisorsPushpender Yadav
Vice President · Spark Capital PWM
AdvisorsRaul Palma
Regional Vice President · Mercer Advisors
AdvisorsRaymond McGuire
President · Lazard
AdvisorsRenganayaki Srinivasan
Vice President Client Services HR & IT · Entrust Family Office
AdvisorsRituparna Adak
Senior Vice President - Ultra HNI and Family Office · Motilal Oswal Private Wealth
AdvisorsRonak Gokhru
Vice President-Investment Advisory · HDFC securities
AdvisorsSachin Jain
Executive Vice President - Lead - Family Office and Corporate Treasury · TriGen Wealth
AdvisorsSanjib Chatterjee 🇮🇳
Vice President & Head-Commercial · Client Associates
AdvisorsSaubhagya Jyoti
Associate Vice President - Wealth Analytics · Client Associates
AdvisorsScott Conroy
President, Independent Channel · Carson Group
AdvisorsSharwan Kumar
Assistant Vice President · Equirus Family Office
AdvisorsShubhang Singhal
Assistant Vice President · Lighthouse Canton
AdvisorsSmrithi Singh
Vice President Client Services · Stratmore Wealth Pvt Ltd
AdvisorsSofia Silveira
Vice President, Wealth Advisor · Titan