The people behind the stack

Lina Psiuk

The Mather Group, LLC

Managing Director · Lazard Family Office Partners

Lisa Indrieri

Strategic Executive Support to CEO - Project Manager for client base · Aureus Advantage

Liz Talbot

Managing Director and Senior Wealth Advisor · Focus Partners

Lloyd Moskowitz

Chief Compliance Officer · Cannell & Spears

Chairwoman & Chief Culture Officer · Westfuller

Luciano Tattoni

Managing Partner · CIGP

M. Randall Strickland

Director, Client Portfolio Manager · Westfuller

COO · Boardwalk Capital Management

Maitreyi Ganesh

Senior Director · Waterfield Advisors

Mandeep Bahra

Senior Principal · Capricorn Private Investments

Maneesh Kapoor

Founder & Joint - Chief Executive Officer · TriGen Wealth

Manish Agrawal

Co-Founder & Managing Partner · Oakwiz Capital LLP

Manish Dhariwal

Senior Manager · Entrust Family Office

Manish Gaur

Vice President - Private Wealth · Sanctum Wealth

Manish Kalra

Chief Operating Officer · CERVIN Family Office & Advisors

Manjit Singh

Partner · Alpha Capital

Manoj Goyal

Director · Neo Wealth and Asset Management

Manoj Shenoy

Co-Founder & Chief Executive officer · BugleRock Capital

Board Member · Wektra Family Office

Managing Director in Private Investments, Chair of the Board of Directors, Partner · Aspiriant

Marcus Schenck

Co-Head of Financial Advisory DACH · Lazard

Margaret Stribling

Managing Partner, Central Region · SolomonEdwards

Maria Hinton

Director, Client Service and Operations & Chief of Staff · Fairway Wealth

Marilyn Santiago

Partner and Head of Relationship Management @ Pennington Partners & Co. · Pennington Partners & Co.

Mark A. Tremblay

Executive Managing Director, Head of Family Office Services · Cresset

Mark Israel

Chief Technology Officer · Focus Financial Partners

Global Head of M&A · Lazard Family Office

Mark Thompson

Executive Managing Director, Institutional Consulting · Cresset

Mark Weiskind, CFP, CPA/PFS (inactive)

Managing Director · Fairway Wealth

Marta Sanchez

Partner, Risk Advisory Services, RSM Spain · RSM

Mary Jo Palermo

Investment Professional, Private Client Practice · Cambridge Associates

Mary P

Associate Vice President · Entrust Family Office

Matt Kahovec, CAIA, CFP®

Senior Wealth Director (Legacy at TMG) · The Mather Group, LLC

Matt Pencek

Partner, Private Equity Services · SolomonEdwards

Matthew Brown

Principal · Capricorn Private Investments

Matthew Burke

Partner, Business Management · Mercer Advisors

Account Manager, SEI Private Wealth Management · SEI Private Wealth Management

Matthew Fleissig

Co-Founder and Chief Executive Officer · Pathstone

Advisory Board Member · Presage Global

Matthieu Bath

Founding Partner, General Manager & Board Member · Alumia

Max Haspel

President, Business Owner Services & Senior Wealth Advisor · Focus Partners

Max Hunter

Director · Maritime Capital

Max Spector

Digital Workplace & AI Integration Lead · Cannell & Spears

Assistant Vice President & Fund Manager - Portfolio Management Services · Icici Securities Limited. Mumbai

Medha Ajgaonkar

Director, Family Office Services · Waterfield Advisors

Megha Agarwal

Assistant Vice President · Equirus Family Office

Mehak Anand

Associate Financial Advisor · Alpha Capital