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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
Dhruv Gupta, CFA
Chief Financial Officer · Focus Partners
AdvisorsDibyendu Dey
Director - Lead Investment Specialist & Portfolio Strategy · LGT Wealth India
AdvisorsDina Powers
Partner, Wealth Advisory Services · Fairway Wealth
AdvisorsDinesh Vaswani
Managing Director · Acuitascapital
AdvisorsDipankar Shewaram, CFA
Senior Advisor · Capricorn Private Investments
AdvisorsDivij Chopra
Founding Member | Managing Director · Neo Group
AdvisorsDivya Hari Karthik
Director · Spark PWM Private Limited
AdvisorsDomenic Marino
Senior Partner and CEO-elect, PwC Canada · PwC
AdvisorsDonald McFarlan
Director, Head of Portfolio Management · Capital Generation Partners
AdvisorsDorian Fuller
Deputy Chief Operating Officer · Westfuller
AdvisorsDoron Opher
CFO & COO · Our Family Office Inc.
AdvisorsDr Lorraine Sheridan
Chartered Forensic Psychologist · Defuse
AdvisorsDr. Mukesh Jindal CFA, CFP, Ph.D.
Senior Partner · Alpha Capital
AdvisorsDr. Sylvia Kwan
CEO & Chief Investment Officer · Ellevest
AdvisorsDrew McMorrow
President & CEO · Ballentine Partners
AdvisorsDuane Oakes
Director, Senior Relationship Manager · SEI Private Wealth Management
AdvisorsDustin Ribergaard
Client Experience Director · Cerity Partners
AdvisorsEdmund F. Murphy III
President and CEO · Empower Retirement
AdvisorsEdward V. Marshall
Founder and CEO · Presage Global
AdvisorsElaina Kogan
Partner, Tax Services · Mercer Advisors
AdvisorsEllen Chiu, CFA, CAIA
Director, Senior Portfolio Strategist · Westfuller
AdvisorsEmily Due, CPA
Director of Tax · The Mather Group, LLC
AdvisorsEmily Green
Head of Wealth Management · Ellevest
AdvisorsEntrust Family Office
Consultant · Entrust Family Office
AdvisorsEoghan Bees
Associate Partner · Matters Graph (previously GRAPH Strategy USA)
AdvisorsEric Becker
Founder and Co-Chairman · Cresset
AdvisorsErnest J. Nedder
Chief Executive Officer · RSM
AdvisorsEshan Saxena
Executive Director · Client Associates
AdvisorsEsiri Agbeyi
PwC Africa Family Business Leader · PwC India
AdvisorsEvita Kallitsi
Chief Operating Officer · Alumia
AdvisorsFabian C. Garces, CFA, CFP®
Wealth Management Advisor · Focus Partners
AdvisorsFeisal Alibhai
Founder · Qineticare
AdvisorsFlorent Jarry
Partner · Stax
AdvisorsFrancesca Ambrosini
Global PwC Private - Family Business & Family Office Clients Programs Lead · PwC India
AdvisorsFrancis Sennott
Senior Director of Family Office Financial Planning · RWA Wealth Partners
AdvisorsFrank Ferriola
SVP, Banking & Financial Services · SolomonEdwards
AdvisorsGanesh S. Kadam
Senior Manager - Family Office (Wealth & Tax Planning) · Spark Capital PWM
AdvisorsGary Corderman
Managing Director · Farther
AdvisorsGaurav Arora
Associate Director · Client Associates
AdvisorsGaurav Dhawan
Co Founder & Advisor · Equirus Family Office
AdvisorsGaurav Sethi
Executive Director · Client Associates
AdvisorsGeorge Bilicic
Head of Global Power, Energy and Infrastructure · Lazard Family Office
AdvisorsGeorge Kelly
Managing Partner, Office of the CFO · SolomonEdwards
AdvisorsGeraint Davies
Financial Adviser · Montfort
AdvisorsGerrit Smit
Chairman - Global Best Ideas and Investment Committee · Corient
AdvisorsGina Bradley
Chief Operating Officer and Legal Counsel · Focus Partners
AdvisorsGiovanni Tiso
CFP, Lead Financial Planner · Titan
AdvisorsGirija Panigrahi
Family Office Investments - Public and Private Markets · Skeiron Group