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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
Justin Truong, CFA
Principal · Capricorn Private Investments
AdvisorsJustyn Volesko, J.D., LL.M.
Partner · Cerity Partners
AdvisorsJürgen Kreindl
Austrian Private Co-Leader · PwC India
AdvisorsKC Connors
Partner, Chief Consulting Officer and Head of Strategic Growth & Engagement · NEPC
AdvisorsKajal Bachani
Executive Partner · Spark Capital PWM
AdvisorsKapil Sharma
Vice President Marketing · Waterfield Advisors
AdvisorsKara Garner Pass
President & CEO · Market Street Trust Company
AdvisorsKara Kelly, CFP
Senior Managing Director, Wealth Management · Westfuller
AdvisorsKaren Harding
Private Wealth Team Leader, Partner · NEPC
AdvisorsKarim Ouazzi
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsKarina Hejlesen Jensen
Partner, owner · PwC India
AdvisorsKarthika Ganapathy
Head of Deals and Partnerships · Conscience Multi Family Office
AdvisorsKatie Fortuna
Wealth Advisor · The Mather Group, LLC
AdvisorsKavitha Jayaram
Director · Wealth Managers United (India) Private Limited
AdvisorsKeith Kellum
Partner and Portfolio Manager · Pennington Partners & Co.
AdvisorsKeith Smith
Managing Director · Presage Global
AdvisorsKelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsKelsey Chisholm
Partner · Stax
AdvisorsKelsey Ruwe
EVP, Integrated Channel · Carson Group
AdvisorsKent Andrews
Partner · Pennington Partners & Co.
AdvisorsKevin Reeves
Managing Director · Presage Global
AdvisorsKevin Tran
Managing Partner, Head of Wealth Planning · Our Family Office Inc.
AdvisorsKhaled Said
Managing Partner · Capital Generation Partners
AdvisorsKharanshu Parikh
Co-Founder · Ekvity
AdvisorsKhushi Jain
Associate Vice President · Client Associates
AdvisorsKimberly Frodyma, MBA
Head of Event Strategy & Management · Focus Financial Partners
AdvisorsKiran RVS
Senior Vice President - Investment Advisory · Spark PWM Private Limited
AdvisorsKishor Wikhe
Executive Vice President | Head, Sogeti India · Capgemini
AdvisorsKishore Raj
Founder and CEO · Foresight Family Office
AdvisorsKreg Kerr
Vice President · Westfuller
AdvisorsKristin Goodman
Portfolio Manager · Ellevest
AdvisorsKristin Reynolds, CFA, CAIA
Partner · NEPC
AdvisorsKriti Goyal
Associate Vice President - Private Wealth · Client Associates
AdvisorsKshitij Vardhan
Sr Vice President - Estate Planning & Multi Family Office · TriGen Wealth
AdvisorsKunal Jain CFP
Partner · Alpha Capital
AdvisorsKunal Thakar, CFA
Vice President · Waterfield Advisors
AdvisorsKurt Miscinski
Founder & Chief Executive Officer · Cerity Partners
AdvisorsKusharaj Bhandary
CEO & MD, Multi Family Office · Neo Wealth and Asset Management
AdvisorsKyle James
Managing Director · Alumia
AdvisorsLan Guan
Chief AI and Data Officer · Accenture
AdvisorsLata Sharma
Founding Team - Client Relations · Nexedge Capital
AdvisorsLaura M. Sweeney
Executive Managing Director, Legacy at TMG · The Mather Group, LLC
AdvisorsLaura Nateri
Country Head Italia, Lazard Fund Managers · Lazard
AdvisorsLaura Reifschneider
Manager, Family Office Services · Fairway Wealth
AdvisorsLauren Fine
Partner, Investments & Business Development · Beatrice Advisors
AdvisorsLauren Moone
Managing Director · Farther
AdvisorsLena McQuillen
Director Of Financial Planning · Bailard
AdvisorsLeslie Regenbaum
General Counsel · Stax