The people behind the stack

M. Randall Strickland

Director, Client Portfolio Manager · Westfuller

Mary Jo Palermo

Investment Professional, Private Client Practice · Cambridge Associates

Matt Kahovec, CAIA, CFP®

Senior Wealth Director (Legacy at TMG) · The Mather Group, LLC

Account Manager, SEI Private Wealth Management · SEI Private Wealth Management

Michael Batnick

Director of Research · Ritholtz Wealth

Mike Frederick

Director of Business Development, SEI Private Wealth Management · SEI Private Wealth Management

Minakshi Chopra

Head of Investments · Terex Ventures

Mukul Ghanekar

Analyst - Family Office Advisory - Venture Capital/AIFs · Upwisery

Global Head of Portfolio Construction · Mercer

Naveen Kanth FRM® , EPAT® QuantInsti , CDMS , CFP

Director - Multi-Family Office & Private Wealth · Upwisery

Nelson Chakramakal

Associate Director & Head of Investment Advisory - Entrust Alpha Circle · Entrust Family Office

Nerutiya Jumani

Senior Analyst - Investments · CERVIN Family Office & Advisors Pvt. Ltd.

Nick Casaccia, CPA, CFP®

Senior Wealth Advisor · Focus Partners

Nishi Patel

Analyst, Investments and Manager Research · Westfuller

Nishit C Sheregar

Family Office - Investment Advisor · CMS Computers India

Phil Johnston, CFP®

Wealth Advisor · The Mather Group, LLC

Investment Advisor · Acuitascapital

Rajesh Chandran

Executive Director & Market Head - Family Office | Private Wealth · BugleRock Capital

Rajesh Rajgopal CFPcm

Sr Director - Family Office & Portfolio Analytics · LGT Wealth India

Richard Steinberg

Senior Global Market Strategist and Senior Wealth Advisor · Focus Partners

Rimpy Rutter

AVP Wealth · Client Associates

Rishabh Kaushik

Senior Portfolio Analyst · Client Associates

Ritika Dalmiya

Senior Manager - Investment Advisory · Equirus Family Office

Managing Principal & Portfolio Manager · Cannell & Spears

Rohin Gajree

Wealth Manager · Spark Capital PWM

Ryan Arnez Monroe

Director, Investment Operations · Westfuller

Ryan Cole, CFP®, CTS™

Bailard Wealth Management · Bailard

Ryan Schneck

Director, Private Client Portfolio Strategies, SEI Private Wealth Management · SEI Private Wealth Management

Sam Mercer

Wealth Associate, Legacy at TMG · The Mather Group, LLC

Sarhan Italia, CFA

Investment Advisor · Motilal Oswal Private Wealth

Scott Palmer

Investment Professional, Private Client Practice · Cambridge Associates

Scott Prichard

Investment Strategist, SEI Private Wealth Management · SEI Private Wealth Management

Shalini Gupta

Director, Family Office & Institutions ( Ambit Investment Advisors Pvt. Ltd ) · Ambit

Shristi Jain

Associate- Wealth · Client Associates

Shudharson R.

Research Analyst · Valtrust

Siddharth Parikh, CFA

Head of Product and Research · Foresight Family Office

Steve B. Wittenberg

Director, Legacy Planning and Philanthropic Solutions, SEI Private Wealth Management · SEI Private Wealth Management

Suchitra Sripada

Head of Portfolio and Quantitative Analytics · Lazard

Sudipta Gupta

Investment Strategy Specialist · Alumia

Sumer Chopra

Head of Advisory & Capital Markets · Alumia

Tadas Viskanta

Director of Investor Education · Ritholtz Wealth

Tim Donahue

Global Head of Capital Solutions, Co-Head of Financial Advisory North America · Lazard

Tom Myers, CFA, CFP, CPA

Senior Wealth Advisor · Focus Partners

Ty Summerlin, CFP®

Wealth Advisor · Focus Partners

Tyler Johnson, CFP®, CPA

Wealth Advisor · Focus Partners

Investment Advisor · HDFC Tru

Vianne Xu, CFA, CFP

Head of Research, Portfolio Manager · Our Family Office Inc.

Vins Rafaliya

Founding Team: Investments Advisor · Nexedge Capital