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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.
100 people · clear filters
Advisors
Aditya Khetan
Senior Research Analyst · First Assetz
AdvisorsAkshay Grover
VP - Investments · Spectra 7 Holdings
AdvisorsAllison Kollar, CFP®
Senior Wealth Advisor · Focus Partners
AdvisorsAlondra Garcia
Portfolio Manager · Ellevest
AdvisorsAlyssa Jablonowski
Investment Operations Associate · Boardwalk Capital Management
AdvisorsAmit Hira, CTEP®
Senior Wealth Manager · Sanctum Wealth
AdvisorsAmit Jain - CFP
Founding Team- Nexedge Capital · Nexedge Capital
AdvisorsAnanya Shanckaram
Associate - Wealth · Client Associates
AdvisorsAshish Saxena
Multi Family Office - Investment & Advisory · Client Associates
AdvisorsAshley Kahn
Alternatives Consulting (author of PE fees research) · Callan
AdvisorsBlair duQuesnay
Investment Advisor · Ritholtz Wealth
AdvisorsChetan Palta, CFA
Director - Listed Investments · Waterfield Advisors
AdvisorsDanielle Lumetta
Director of Strategic Growth and Alternative Investments · Westfuller
AdvisorsDarren Chen
Investment Strategist, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsDave Murdock
Senior Wealth Advisor · Focus Partners
AdvisorsDeepanshu Garg
Portfolio Analyst - Wealth · Client Associates
AdvisorsDibyendu Dey
Director - Lead Investment Specialist & Portfolio Strategy · LGT Wealth India
AdvisorsDonald McFarlan
Director, Head of Portfolio Management · Capital Generation Partners
AdvisorsEllen Chiu, CFA, CAIA
Director, Senior Portfolio Strategist · Westfuller
AdvisorsEmily Green
Head of Wealth Management · Ellevest
AdvisorsFabian C. Garces, CFA, CFP®
Wealth Management Advisor · Focus Partners
AdvisorsGanesh S. Kadam
Senior Manager - Family Office (Wealth & Tax Planning) · Spark Capital PWM
AdvisorsGerrit Smit
Chairman - Global Best Ideas and Investment Committee · Corient
AdvisorsGirija Panigrahi
Family Office Investments - Public and Private Markets · Skeiron Group
AdvisorsHariprasad Yaradoni Desai
Investment Advisor · Entrust Family Office
AdvisorsHolcombe Green
Global Head of Private Capital Advisory · Lazard
AdvisorsJack Potter, CFA
Investment Associate · Capricorn Private Investments
AdvisorsJack Sullivan
Director of Wealth Advisory · Titan
AdvisorsJames Hering, CFA
Senior Wealth Advisor · Focus Partners
AdvisorsJared Alvare
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasmine Richards
Head of Diverse Manager Investing · Cambridge Associates
AdvisorsJason Kolenda
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasper Van Heesch
Director, Private Equity Senior Analyst, RSM UK · RSM
AdvisorsJay Kloepfer
Head of Capital Markets Research · Callan
AdvisorsJayaprakash Manohar
Senior Business Analyst · Right Horizons Wealth
AdvisorsJeannie Seabaugh
Sr. Wealth Advisor · Mercer Advisors
AdvisorsJeb Breece
Principal & Portfolio Manager · Cannell & Spears
AdvisorsJeff Ladouceur
Director, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJen Steele
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJigar Desai, CFA
Director & Head - Portfolios · CERVIN Family Office & Advisors
AdvisorsJohn Bottcher
Portfolio Manager · Titan
AdvisorsJon Ekoniak, CFP®, CDFA®
Senior Wealth Advisor · Focus Partners
AdvisorsJon Michael Topolski
Reporting Analyst · SEI Private Wealth Management
AdvisorsJon Snare, CFA, CFP
Senior Wealth Advisor · Focus Partners
AdvisorsKarim Ouazzi
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsKatie Fortuna
Wealth Advisor · The Mather Group, LLC
AdvisorsKelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsKristin Goodman
Portfolio Manager · Ellevest