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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
Scott Conroy
President, Independent Channel · Carson Group
AdvisorsScott Palmer
Investment Professional, Private Client Practice · Cambridge Associates
AdvisorsScott Prichard
Investment Strategist, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsScott Reddel
Managing Director · Accenture
AdvisorsSean Brady
Partner, Wealth & Fiduciary Advisor · Evercore Wealth
AdvisorsSebastian Granzo
Partner, Head of Operations · Evercore Wealth
AdvisorsSelvam G
Senior Manager · Equirus Family Office
AdvisorsShailesh Bajaj
Senior Operations Manager · Entrust Family Office
AdvisorsShailja Kapoor
Associate Director · Client Associates
AdvisorsShalini Gupta
Director, Family Office & Institutions ( Ambit Investment Advisors Pvt. Ltd ) · Ambit
AdvisorsSharon Chambers
Partner, CFO · Capital Generation Partners
AdvisorsSharwan Kumar
Assistant Vice President · Equirus Family Office
AdvisorsShashank Khade
Director and Chief Equity Advisor · Entrust Family Office
AdvisorsShashank Sharma
Manager · CERVIN Family Office & Advisors
AdvisorsShashank Subbaiah
Manager - Founder's Staff · Conscience Multi Family Office
AdvisorsShashi Kumar
Manager shared CFO · Entrust Family Office
AdvisorsShashi Rekha
Senior Manager - Client Service and Operations · Equirus Family Office
AdvisorsSheetal Bajaj
Team Head - Private Client Services · TriGen Wealth
AdvisorsShekar Shankar Raikar
Founding Team · Nexedge Capital
AdvisorsShivam Khanna
Senior Director · LGT Wealth India
AdvisorsShivani Mishra
Partner · Unien Capital Advisors
AdvisorsShrey Sonkar
Senior Business Development Manager · Sonkar Advisory & ERP
AdvisorsShristi Jain
Associate- Wealth · Client Associates
AdvisorsShubhang Singhal
Assistant Vice President · Lighthouse Canton
AdvisorsShudharson R.
Research Analyst · Valtrust
AdvisorsShweta Dalmia Heda
Managing Partner · Spark PWM Private Limited
AdvisorsShyam Narayan
Head of Managed Services Australia and New Zealand · Capgemini
AdvisorsShyam Umale
Director · Lighthouse Canton
AdvisorsSiddharth Chauhan
Partner- Private Clients at Ionic Wealth · Ionic Wealth
AdvisorsSiddharth Kharabanda
Executive Director · Ambit Private Limited
AdvisorsSiddharth Parikh, CFA
Head of Product and Research · Foresight Family Office
AdvisorsSimarjeet Singh Tuli
Executive Director · LGT Wealth India
AdvisorsSimon Krinsky
Executive Managing Director · Pathstone
AdvisorsSmrithi Singh
Vice President Client Services · Stratmore Wealth Pvt Ltd
AdvisorsSofia Silveira
Vice President, Wealth Advisor · Titan
AdvisorsSonia Vergel
Managing Director, Corporate Development · Focus Financial Partners
AdvisorsSonya Mughal, CFA
Chief Executive Officer · Bailard
AdvisorsSophia Flaxen
Chief of Data Analytics · RWA Wealth Partners
AdvisorsSourish Pal
Director - Real Estate · Client Associates
AdvisorsSraboni Haralalka
Executive Director · Wodehouse Capital Advisors
AdvisorsSreepriya N S
Director & Chief Executive Officer · Entrust Family Office
AdvisorsSriram Venkatasubramanian
Executive Director & CFO · Centrum Wealth Management Ltd
AdvisorsSriramanan R
Partner · Entrust Family Office
AdvisorsStacey Flier
Principal and Senior Consultant · NEPC
AdvisorsStan Clarke
Founder / Portfolio Manager · Mirador
AdvisorsStanley Barnes
Personal Business Manager · SEI Private Wealth Management
AdvisorsStephanie Connor Arkof
Partner, Senior Wealth Advisor · Mercer Advisors
AdvisorsStephanie Hackett
Partner, Portfolio Manager · Evercore Wealth