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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
Stephen Dutka
Managing Director · Skylar Wealth Management LLC
AdvisorsSteve B. Wittenberg
Director, Legacy Planning and Philanthropic Solutions, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsSteve Denby
Co-Founder · AssetMax
AdvisorsSteve Reder
President. Private Wealth · RWA Wealth Partners
AdvisorsSteven Williams
Partner and Chief Client Officer at Cerity Partners · Cerity Partners
AdvisorsStewart Mather
Founder (deceased) · TMG Family Office
AdvisorsSuchitra Sripada
Head of Portfolio and Quantitative Analytics · Lazard
AdvisorsSudarshan Mantri
Senior Partner · Spark PWM Private Limited
AdvisorsSudhanshu Awasthi
Managing Partner · Motilal Oswal Private Wealth
AdvisorsSudip Banerjee
Director · Neo Wealth and Asset Management
AdvisorsSudipta Gupta
Investment Strategy Specialist · Alumia
AdvisorsSuganthi Suresh
Vice President- Investment Advisory · Equirus Family Office
AdvisorsSujoy Nandi
Business Partner · MN Family Office
AdvisorsSulagna Roy
Executive Director · Lighthouse Canton
AdvisorsSumeet Arora
Co-Founder & Managing Partner · Aevitas Capital
AdvisorsSumeet D.
Vice President Private Banking · TrustPlutus
AdvisorsSumer Chopra
Head of Advisory & Capital Markets · Alumia
AdvisorsSunil Shah
Finance Controller · Tandon Group
AdvisorsSuraj Malik
Founding Partner & Mentor · Legacy Growth
AdvisorsSuresh J
President - investment advisory · Equirus Family Office
AdvisorsSuresh Ramanujam, Family Business Custodian
Founder and Managing Director · Metis Family Office
AdvisorsSusan Hicks
Managing Partner, National Sales · SolomonEdwards
AdvisorsSusanta Kundu
Senior Director - Private Clients · LGT Wealth India
AdvisorsSusie Cranston
President · Cresset
AdvisorsSuvansh Patnaik
Founder’s Office & Family Office · SandMartin
AdvisorsSwathy M V
Assistant Vice President · Equirus Family Office
AdvisorsSwati Saxena
Chief Executive Officer · 4Thoughts
AdvisorsSyed Mohammad Aleem
Partner & Cluster Head · Motilal Oswal Private Wealth
AdvisorsSyed Tanveer Pasha
Vice President Operations & Client Service · Entrust Family Office
AdvisorsTadas Viskanta
Director of Investor Education · Ritholtz Wealth
AdvisorsTajender Pal Singh
Partner · Altmera Wealth
AdvisorsTang Saichua
Chief Client Officer · Brighton Jones
AdvisorsTara Ryan
Partner and Chief Marketing Officer · Cerity Partners
AdvisorsTarun Singh
Managing Partner · Neo Group
AdvisorsTaylor Matthews
CEO and Co-Founder · Farther
AdvisorsTeal Schoonover
Private Client Services · Carson Group
AdvisorsThibaut de Rocquigny
Partner, Head of Investment Products & Solutions · CIGP
AdvisorsTim Cestnick
Co-Founder and Chief Executive Officer · Our Family Office Inc.
AdvisorsTim Donahue
Global Head of Capital Solutions, Co-Head of Financial Advisory North America · Lazard
AdvisorsTim McCusker
President · NEPC
AdvisorsTito Mathew
Director · Wektra Family Office
AdvisorsToby Zeegen
Advisory Board Member · Presage Global
AdvisorsTom Myers, CFA, CFP, CPA
Senior Wealth Advisor · Focus Partners
AdvisorsTony Isola
Financial Advisor · Ritholtz Wealth
AdvisorsTravis Danysh
Chief Corporate Development Officer · Focus Financial Partners
AdvisorsTrevor Hunt
Chief Investment Officer & Head of Strategic Growth · Our Family Office Inc.
AdvisorsTristan Flannery
Managing Partner · Presage Global
AdvisorsTy Summerlin, CFP®
Wealth Advisor · Focus Partners