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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
Chris Zander
President & CEO · Evercore Wealth
AdvisorsChristian Barozzi
Director · Alumia
AdvisorsChristina Lewis
Founder · Beatrice Advisors
AdvisorsChristina Sanchez
Vice President, Wealth Advisor · Titan
AdvisorsChristopher Chandler
Partner & Chief Investment Officer · Ballentine Partners
AdvisorsChristopher Sidford
Advisory Board Member · Presage Global
AdvisorsClay Gardner
Co-CEO, Chief Investment Officer · Titan
AdvisorsCraig Cecilio
Founder · CXC Experience
AdvisorsCraig Decker
Managing Director, Decker Global Wealth Group · Alex Brown
AdvisorsCraig Moser
CFP, CRPC - Financial Advisor / Author · Maestro
AdvisorsCyrus Kapadia
Senior Advisory Role · Lazard Family Office
AdvisorsDan Gimbel
Senior Consultant, Principal · NEPC
AdvisorsDan Tobin
Chief Operating Officer · Carson Group
AdvisorsDani Fava
Chief Strategy Officer (CSO) · Carson Group
AdvisorsDaniel Applegarth
Chief Financial Officer · Carson Group
AdvisorsDaniel Gilham
Managing Director of Advisor Strategy · Farther
AdvisorsDaniel Pinto
Partner, CEO Corient EMEA · Corient
AdvisorsDaniel Priest
US Chief AI Officer, PwC US · PwC
AdvisorsDaniel R. Gaugler
We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth
AdvisorsDaniel Runnals, CFA, CAIA
Partner · NEPC
AdvisorsDaniella Chuckran
Managing Director in Marketing, Partner · Aspiriant
AdvisorsDanielle B. Roseman
Lazard
AdvisorsDanielle Lumetta
Director of Strategic Growth and Alternative Investments · Westfuller
AdvisorsDanielle Valkner
Partner, US Family Office Leader · PwC India
AdvisorsDanil Knyazev
Co-founder · Greenlock
AdvisorsDaria Nebylytsia
Chief Operating Officer · Presage Global
AdvisorsDarren Chen
Investment Strategist, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsDave Jones
Senior Vice President - Director of Estate Strategy · Bailard
AdvisorsDave Murdock
Senior Wealth Advisor · Focus Partners
AdvisorsDave Schatz
Chief Technology Officer · Titan
AdvisorsDavid Grecsek
Managing Director in Investment Strategy & Research, Partner · Aspiriant
AdvisorsDavid Parker
Senior Managing Director · Accenture
AdvisorsDavid S.
MD · Alumia
AdvisorsDavid Wieland
CEO and Co-founder · Realized Holdings
AdvisorsDavid Wilson
Managing Director, Accenture Strategy · Accenture
AdvisorsDavid Wong
Senior Vice President, Alternatives Consulting · Callan
AdvisorsDavide Boiardi
Co-Founder · AssetMax
AdvisorsDebendra Kumar Nayak
Operations Manager · Broadwings Multi Family Office
AdvisorsDeepak Jain
Vice President · Client Associates
AdvisorsDeepan Kapadia, CFA
Director · Spark Capital PWM
AdvisorsDeepanshu Garg
Portfolio Analyst - Wealth · Client Associates
AdvisorsDeidra Wilson - Okeke
Family Office Manager · Beatrice Advisors
AdvisorsDenis Andreyev
Chief Information Security Officer · Focus Financial Partners
AdvisorsDev Marfatia, CFA
Assistant Vice President · Lighthouse Canton
AdvisorsDevansh Bhate
Client Advisory · Equirus Family Office
AdvisorsDevika Khemani
Associate Vice President, Wealth Advisory · Waterfield Advisors
AdvisorsDhaval Philip Mathew
Private Banker · Ionic Wealth
AdvisorsDhiraj Relli
MD & CEO · HDFC securities