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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
Jaya Obhan
Vice President · Neo Wealth and Asset Management
AdvisorsJayanth Balamurugan
Senior Director · Waterfield Advisors
AdvisorsJayaprakash Manohar
Senior Business Analyst · Right Horizons Wealth
AdvisorsJean-Louis Girodolle
Co-Head of Financial Advisory Europe · Lazard
AdvisorsJeannie Seabaugh
Sr. Wealth Advisor · Mercer Advisors
AdvisorsJeb Breece
Principal & Portfolio Manager · Cannell & Spears
AdvisorsJeff Ladouceur
Director, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJeff Merkle
Senior Partner · Matters Graph (previously GRAPH Strategy USA)
AdvisorsJeffrey Hole
Chief Advisory Officer · Focus Financial Partners
AdvisorsJeffrey Ingber
Senior AML & Regulatory Compliance Advisor · Capgemini
AdvisorsJeffrey Levine
Chief Planning Officer · Focus Partners
AdvisorsJen Steele
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJennifer Christian Murtie
Partner and Chief Wealth Advisory Officer · Ballentine Partners
AdvisorsJennifer Ma
Managing Director · Farther
AdvisorsJessica Andrews, CPA
Family Office Executive · Brighton Jones
AdvisorsJigar Desai, CFA
Director & Head - Portfolios · CERVIN Family Office & Advisors
AdvisorsJilna Shah
Tax Director, RSM Eastern Africa · RSM
AdvisorsJim Da Silva
Senior Vice President - Client Development · Focus Partners
AdvisorsJincy John
Associate Director - Operations · Client Associates
AdvisorsJoe Aguilar
Senior Vice President, Chief Investment Officer · Market Street Trust Company
AdvisorsJoe Brownell
Chief Marketing and Growth Officer · Matters Graph (previously GRAPH Strategy USA)
AdvisorsJoe Percoco
Co-CEO, Co-Founder · Titan
AdvisorsJoel Hirsh, CFA
Chief Investment Officer · Focus Partners
AdvisorsJoel Slater
Managing Director · Stax
AdvisorsJohan van Niekerk
Partner - Wealth Advisor · Corient
AdvisorsJohn Allen
Chief Investment Officer, Partner · Aspiriant
AdvisorsJohn Bottcher
Portfolio Manager · Titan
AdvisorsJohn Gulnac
Chief Executive Officer · SolomonEdwards
AdvisorsJohn Raggio, CFA
Principal · Cannell & Spears
AdvisorsJohn Sutton
Managing Director · Alex Brown
AdvisorsJon Ekoniak, CFP®, CDFA®
Senior Wealth Advisor · Focus Partners
AdvisorsJon Glass
Partner, Financial Crimes Advisory · SolomonEdwards
AdvisorsJon Holt
Chief Executive, KPMG UK · KPMG
AdvisorsJon Jones
CEO & Co-Founder · Brighton Jones
AdvisorsJon Michael Topolski
Reporting Analyst · SEI Private Wealth Management
AdvisorsJon Snare, CFA, CFP
Senior Wealth Advisor · Focus Partners
AdvisorsJonathan Cave
Life Coaching Head · Qineticare
AdvisorsJonathan Flack
Global PwC Private Leader · PwC India
AdvisorsJonathan Scheid, CFA, AIF®
Head of Network Partnerships · Focus Financial Partners
AdvisorsJonquay Armon
Private Client Service & Operations Manager · Carson Group
AdvisorsJoseph Mathew
Executive Director · Client Associates
AdvisorsJosh Brown
CEO · Ritholtz Wealth
AdvisorsJosh Burmeister
Managing Director · Presage Global
AdvisorsJulie Neitzel
Team Member · WE Family Offices
AdvisorsJulie Pine
Chief of Staff to the CEO · Carson Group
AdvisorsJulie Sweet
Chair and CEO · Accenture
AdvisorsJustin Ferri
President · Focus Partners
AdvisorsJustin Sykes
Managing Director · Innovest Advisory