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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
Lola C. West
Chairwoman & Chief Culture Officer · Westfuller
AdvisorsMH Sadler
COO · Boardwalk Capital Management
AdvisorsManish Kalra
Chief Operating Officer · CERVIN Family Office & Advisors
AdvisorsMaria Hinton
Director, Client Service and Operations & Chief of Staff · Fairway Wealth
AdvisorsMark Israel
Chief Technology Officer · Focus Financial Partners
AdvisorsMichael Dziura
Chief Compliance Officer · Westfuller
AdvisorsMike Silverman
Executive Managing Director, Chief Investment Officer · Cresset
AdvisorsNick Maggiulli
Chief Operating Officer · Ritholtz Wealth
AdvisorsNick Panitsas
Chief Investment Officer, Farther Asset Management · Farther
AdvisorsNimisha Carver
Chief Operating Officer and General Counsel · Hundle
AdvisorsPavita Fleischer
Chief Compliance Officer · Bailard
AdvisorsPawan Chaudhary
Managing Director & Chief Investment Officer · Neo Wealth and Asset Management
AdvisorsPeter Chiappinelli, CFA, CAIA
Partner & Chief Investment Officer · Ballentine Partners
AdvisorsRobert Dohrer
Chief Operating Officer · RSM
AdvisorsRobert Ho
Chief Financial Officer · Brighton Jones
AdvisorsRohit Kalro
Chief Digital Officer · Right Horizons Wealth
AdvisorsRoopali Prabhu
Chief Investment Officer & Head of Products & Solutions · Sanctum Wealth
AdvisorsSandi Bragar
Chief Client Officer, Partner · Aspiriant
AdvisorsSara Egide
Chief Legal Officer · Titan
AdvisorsSharon Chambers
Partner, CFO · Capital Generation Partners
AdvisorsShashank Khade
Director and Chief Equity Advisor · Entrust Family Office
AdvisorsShashi Kumar
Manager shared CFO · Entrust Family Office
AdvisorsSophia Flaxen
Chief of Data Analytics · RWA Wealth Partners
AdvisorsSriram Venkatasubramanian
Executive Director & CFO · Centrum Wealth Management Ltd
AdvisorsSteven Williams
Partner and Chief Client Officer at Cerity Partners · Cerity Partners
AdvisorsTang Saichua
Chief Client Officer · Brighton Jones
AdvisorsTara Ryan
Partner and Chief Marketing Officer · Cerity Partners
AdvisorsTravis Danysh
Chief Corporate Development Officer · Focus Financial Partners
AdvisorsTrevor Hunt
Chief Investment Officer & Head of Strategic Growth · Our Family Office Inc.
AdvisorsWilliam Cheng
Chief Financial Officer · RSM
AdvisorsZinovy Iosovich
Chief Growth Officer, Focus Partners · Focus Financial Partners