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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.
79 people · clear filters
Advisors
Alex 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
AdvisorsAlok Agarwala
Chief Investment Officer · Entrust Family Office
AdvisorsAnchit Rastogi
Chief Operating Officer · 4Thoughts
AdvisorsAndrew Sassoon
Partner, Chief Investment Officer · CIGP
AdvisorsApril Kyrkos
Chief Operating Officer · Brighton Jones
AdvisorsArchie Reynolds
Chief People Officer · Titan
AdvisorsArnab Chakraborty
Chief Responsible AI Officer · Accenture
AdvisorsBharath Hemba
Manager - Shared CFO services · Entrust Family Office
AdvisorsBob Case
Chief Client Family Services Officer · Market Street Trust Company
AdvisorsBrian Tall
Partner | Chief Investment Officer · Brighton Jones
AdvisorsBrian Tullio
Chief Compliance Officer · Fairway Wealth
AdvisorsCameron Dawson
Chief Investment Officer (CIO) · Newedge Wealth
AdvisorsCarol Benz
Partner & Chief People Officer · Cerity Partners
AdvisorsChady Jouni, CFA
Partner, Chief Investment Officer · Capital Generation Partners
AdvisorsCharlie Scharfe
Co-Chief Investment Officer · Our Family Office Inc.
AdvisorsChristopher Chandler
Partner & Chief Investment Officer · Ballentine Partners
AdvisorsDan Tobin
Chief Operating Officer · Carson Group
AdvisorsDani Fava
Chief Strategy Officer (CSO) · Carson Group
AdvisorsDaniel Applegarth
Chief Financial Officer · Carson Group
AdvisorsDaniel Priest
US Chief AI Officer, PwC US · PwC
AdvisorsDaniel R. Gaugler
We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth
AdvisorsDaria Nebylytsia
Chief Operating Officer · Presage Global
AdvisorsDave Schatz
Chief Technology Officer · Titan
AdvisorsDenis Andreyev
Chief Information Security Officer · Focus Financial Partners
AdvisorsDhruv Gupta, CFA
Chief Financial Officer · Focus Partners
AdvisorsDorian Fuller
Deputy Chief Operating Officer · Westfuller
AdvisorsDoron Opher
CFO & COO · Our Family Office Inc.
AdvisorsEvita Kallitsi
Chief Operating Officer · Alumia
AdvisorsGeorge Kelly
Managing Partner, Office of the CFO · SolomonEdwards
AdvisorsGina Bradley
Chief Operating Officer and Legal Counsel · Focus Partners
AdvisorsGopal Subramanian
Chief Data & AI Officer · Focus Financial Partners
AdvisorsGuy Scott
Chief Compliance Officer · Pennington Partners & Co.
AdvisorsHeather Randolph Carter
Chief Brand and Culture Officer · Carson Group
AdvisorsJ. C.
Authorised Manager / CCO - CRO - Operating : Accounting, IT, Oversight of Delegates · Alumia
AdvisorsJan Meyer
Chief Investment Officer & Partner · Hundle
AdvisorsJason Bernhard
Chief Operating Officer, Financial Advisory · Lazard Family Office
AdvisorsJeffrey Hole
Chief Advisory Officer · Focus Financial Partners
AdvisorsJeffrey Levine
Chief Planning Officer · Focus Partners
AdvisorsJennifer Christian Murtie
Partner and Chief Wealth Advisory Officer · Ballentine Partners
AdvisorsJoe Brownell
Chief Marketing and Growth Officer · Matters Graph (previously GRAPH Strategy USA)
AdvisorsJoel Hirsh, CFA
Chief Investment Officer · Focus Partners
AdvisorsJohn Allen
Chief Investment Officer, Partner · Aspiriant
AdvisorsKC Connors
Partner, Chief Consulting Officer and Head of Strategic Growth & Engagement · NEPC
AdvisorsLan Guan
Chief AI and Data Officer · Accenture
AdvisorsLloyd Moskowitz
Chief Compliance Officer · Cannell & Spears