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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
Ashokan Arunachalam
Senior Director of Private Clients · LGT Wealth India
AdvisorsAshwin Kumar
Assistant Vice President · Broadwings Multi Family Office
AdvisorsAshwini Shelar
Senior Manager · Equirus Family Office
AdvisorsAstha Mago
Co Founder, COO · Daksham Capital
AdvisorsAteen Gupta
Vice President of Investment Advisory · Spark PWM Private Limited
AdvisorsAtul Bodke
Private Banker - UHNI · Motilal Oswal Private Wealth
AdvisorsAvy Stein
Founder and Co-Chairman · Cresset
AdvisorsAvyay Kapoor
Founding Team - Client Relations · Nexedge Capital
AdvisorsBalaji K R
Vice President Client Relations · Wealth Managers United (India) Private Limited
AdvisorsBarry Ritholtz
Co-Founder / Chairman · Ritholtz Wealth
AdvisorsBen Carlson
Director of Institutional Asset Management · Ritholtz Wealth
AdvisorsBharath Hemba
Manager - Shared CFO services · Entrust Family Office
AdvisorsBharath Soundappan
Associate Vice President - Client Services · Entrust Family Office
AdvisorsBikram Saraff
Director · Endeavour Family Office
AdvisorsBill Achtmeyer
Advisory Board Chairman · Matters Graph (previously GRAPH Strategy USA)
AdvisorsBina Mehta
Chair, KPMG UK · KPMG
AdvisorsBlair duQuesnay
Investment Advisor · Ritholtz Wealth
AdvisorsBob Case
Chief Client Family Services Officer · Market Street Trust Company
AdvisorsBrad Kuntz
Partner · Stax
AdvisorsBradley Genser
Co-Founder and CTO · Farther
AdvisorsBrendan Mitchell
Vice President; Chief Fiduciary Officer · Market Street Trust Company
AdvisorsBrian Hayes
Business Development, Managing Director · TMG Family Office
AdvisorsBrian Schmehil
Managing Director, Wealth Management · TMG Family Office
AdvisorsBrian Tall
Partner | Chief Investment Officer · Brighton Jones
AdvisorsBrian Tullio
Chief Compliance Officer · Fairway Wealth
AdvisorsBryan Stelly
Partner, Tax Services · SolomonEdwards
AdvisorsBurt White
Chief Executive Officer · Carson Group
AdvisorsCA Somnath PK
Manager · Equirus Family Office
AdvisorsCFA VikramKumar Thanvi, VKT
Vice President · Systematix Private Wealth
AdvisorsCaitlin Reynolds
Managing Director, Co-Head of Lazard Family Office Services · Lazard
AdvisorsCameron Dawson
Chief Investment Officer (CIO) · Newedge Wealth
AdvisorsCameron Moser
Financial Advisor, AAMS, AIF · Maestro
AdvisorsCarissa Robb
Managing Partner, Banking & Financial Services · SolomonEdwards
AdvisorsCarol Benz
Partner & Chief People Officer · Cerity Partners
AdvisorsCarrie Stindel Hutchcraft
Head of Brand Strategy · Focus Financial Partners
AdvisorsCatarina Roque
Marketing Manager · Alumia
AdvisorsChady Jouni, CFA
Partner, Chief Investment Officer · Capital Generation Partners
AdvisorsChainika Dang
Managing Partner · Motilal Oswal Private Wealth
AdvisorsChandrashekhar Pawar
Managing Partner · Motilal Oswal Private Wealth
AdvisorsChantal Copithorn
Tax Partner · PwC India
AdvisorsCharles Brighton
Co-Founder · Brighton Jones
AdvisorsCharlie Scharfe
Co-Chief Investment Officer · Our Family Office Inc.
AdvisorsCharlotte Thorne
Founding Partner · Capital Generation Partners
AdvisorsChatradhar Paritala
Executive Director · Client Associates
AdvisorsChen Liu
Partner · Stax
AdvisorsChetan Palta, CFA
Director - Listed Investments · Waterfield Advisors
AdvisorsChittransh Verma
Founder & Managing Partner · Spectra 7 Holdings
AdvisorsChris Martin, CFP®
Partner · Fairway Wealth