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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.
760 people · clear filters
Advisors
Robert Ho
Chief Financial Officer · Brighton Jones
AdvisorsRobert Lytle
Partner · Stax
AdvisorsRobert Morgenthau
Principal · Cannell & Spears
AdvisorsRobin Patinkin, CFA, CFP®
Managing Director, Wealth Advisor · The Mather Group, LLC
AdvisorsRochelle Cheng
Partner, Western Region · SolomonEdwards
AdvisorsRodd Macklin
Co-Founder · Pennington Partners & Co.
AdvisorsRohan Ghalla
Partner · Adelmo Advisors
AdvisorsRohin Gajree
Wealth Manager · Spark Capital PWM
AdvisorsRohit Chanana
Founder & Managing Partner · Sarcha Advisors
AdvisorsRohit Kalro
Chief Digital Officer · Right Horizons Wealth
AdvisorsRohit Karkera
Co-Founder & Head - Investments · CERVIN Family Office & Advisors
AdvisorsRohit Mohan
Regional Managing Partner · Motilal Oswal Private Wealth
AdvisorsRon Rubin
Executive Vice Chair · Focus Partners
AdvisorsRonak Gokhru
Vice President-Investment Advisory · HDFC securities
AdvisorsRonak Shah, CFA
Co-Founder · Conscience Multi Family Office
AdvisorsRoopali Prabhu
Chief Investment Officer & Head of Products & Solutions · Sanctum Wealth
AdvisorsRoy Lockhart
Partner, Head of Exit Planning and Sell-side Support · Stax
AdvisorsRoy Satterthwaite
Managing Director · Farther
AdvisorsRuwindhu Peiris
Partner, Client Delivery Network · Stax
AdvisorsRyan Arnez Monroe
Director, Investment Operations · Westfuller
AdvisorsRyan Cole, CFP®, CTS™
Bailard Wealth Management · Bailard
AdvisorsRyan Schneck
Director, Private Client Portfolio Strategies, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsSachin Jain
Executive Vice President - Lead - Family Office and Corporate Treasury · TriGen Wealth
AdvisorsSaira Shariff
Managing Director, Americas Wealth Management Lead · Accenture
AdvisorsSajid Shaik
Founder · Asset Hive Wealth Management
AdvisorsSam Mercer
Wealth Associate, Legacy at TMG · The Mather Group, LLC
AdvisorsSameer Tejani
Managing Director · Stax
AdvisorsSanchita A Prabhakar
Associate Director · LGT Wealth India
AdvisorsSandi Bragar
Chief Client Officer, Partner · Aspiriant
AdvisorsSanjay Gowda
Co-Founder · Equirus Family Office
AdvisorsSanjay Teli
Founder / Managing Director · Waterfield Advisors
AdvisorsSanjib Chatterjee 🇮🇳
Vice President & Head-Commercial · Client Associates
AdvisorsSantiago Castro
Team Member · WE Family Offices
AdvisorsSantiago Ulloa
Partner · WE Family Offices
AdvisorsSapna Mehta Patel
Managing Partner · TriGen Wealth
AdvisorsSara Egide
Chief Legal Officer · Titan
AdvisorsSarah Middleton
Partner - Valuations · PwC India
AdvisorsSaravanan Ganesan
Senior Associate Corporate Finance · Entrust Family Office
AdvisorsSarhan Italia, CFA
Investment Advisor · Motilal Oswal Private Wealth
AdvisorsSaswat Mishra
Senior Director - Private Clients · LGT Wealth India
AdvisorsSathiyamoorthy Parthasarathy
Head of India Operations · Avestar Capital
AdvisorsSathyajith Nandakumar
Deputy Managing Director · Spark PWM Private Limited
AdvisorsSatyen Ochani
Principal Founder & Partner · Altus Family Office
AdvisorsSatyendra Singh
Founding Team · Nexedge Capital
AdvisorsSaubhagya Jyoti
Associate Vice President - Wealth Analytics · Client Associates
AdvisorsSaumi De Almeida
Director of Compliance and Governance · Stax
AdvisorsSaurav Lugria
Executive Director & Head - Family Office Advisory · Spark Capital PWM
AdvisorsScott Anderson
Managing Director, M&A & Corporate Strategy · Focus Financial Partners