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.

180 people · clear filters

Advisors

Mark A. Tremblay

Executive Managing Director, Head of Family Office Services · Cresset

Advisors

Mark Thompson

Executive Managing Director, Institutional Consulting · Cresset

Advisors

Mark Weiskind, CFP, CPA/PFS (inactive)

Managing Director · Fairway Wealth

Advisors

Marta Sanchez

Partner, Risk Advisory Services, RSM Spain · RSM

Advisors

Matt Pencek

Partner, Private Equity Services · SolomonEdwards

Advisors

Matthew Burke

Partner, Business Management · Mercer Advisors

The people behind the stack

Mark A. Tremblay

Mark Thompson

Mark Weiskind, CFP, CPA/PFS (inactive)

Marta Sanchez

Matt Pencek

Matthew Burke

Matthieu Bath

Mel Lagomasino

Mervin Burton, CFA

Michael Zeuner

Michelle Chen

Miriam El-Baz

Mohit Kapila

Natasha Duggal

Navin Bajaj

Neza Gallitano

Nick Engelbart

Nicolas Costa

Nicolas Staerkle

Nikhil Gupta

Nimish Shah

Omar Sharieff

Owen Tindle

Padmanabh Shandilya

Palash Misra

Patrick Coggins

Pete Balint

Peter Boisi, CFA

Peter Lupoff

Phil Dunne

Pierre Abou-Sakr

Pierre-François Kaltenbach

Prashant Varshney (PV)

Reena Gupta

Richard Adams

Richard Singer

Rob Agnew

Rob Corrao

Rob Larson

Robert Lytle

Robin Patinkin, CFA, CFP®

Rochelle Cheng

Rohan Ghalla

Rohit Mohan

Roy Lockhart

Roy Satterthwaite

Ruwindhu Peiris

Saira Shariff