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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.
75 people · clear filters
Service Firms
Melissa Wong TEP
Advocate · Appleby
Service FirmsMichelle Frett-Mathavious
Consultant, Banking and Finance Practice (within Transactional Team) · Harneys
Service FirmsMichelle Morris-Penn
Principal, Family Office Services · Kaufman Rossin
Service FirmsMonique Adams
- · Ogier
Service FirmsOliver Rolle
Senior Quant · Value & Risk Valuation Services
Service FirmsPatrick Emans
Attorney · Holland & Knight
Service FirmsPatti Crume
Executive (referenced in press coverage) · Ruby
Service FirmsPaul Roberts
EY New Zealand Financial Services Leader · EY
Service FirmsPaul Rönnberg
Chairman of the Board · Securdia AB
Service FirmsPernille
Author / Staff · Assure Wealth
Service FirmsPeter Fisher
Board Member · VideoAmp
Service FirmsQuentin Debus
Senior Financial Engineer · Value & Risk Valuation Services
Service FirmsRod Diefendorf
Member, Board of Councilors · USC Dornsife College of Letters, Arts and Sciences
Service FirmsSarena Warner
E.V.P. Employee Benefits · CorpStrat
Service FirmsSebastian Kühnel
Financial Engineer / Quant · Value & Risk Valuation Services
Service FirmsSharda Amesar
Executive Assistant · AZB & Partners
Service FirmsShofna Begum
Account Executive · FFO
Service FirmsSteve Sokić
Chairman · Crestbridge Family Office Services
Service FirmsSunny Sanghera
Business Manager · PARR/3 LLC
Service FirmsThanh-Mai Lam, CQF
Senior Financial Engineer · Value & Risk Valuation Services
Service FirmsTim Roebuck
Senior Commercial Manager · Finlight
Service FirmsTodd Kesterson
Principal, Family Office Services Practice Leader · Kaufman Rossin
Service FirmsTom Crotty
Family Office Practice Leader · Sensiba
Service FirmsVera Schimmele
Senior Quant · Value & Risk Valuation Services
Service FirmsWilliam T. Blackwell
Executive (namesake of Nicsa Strategic Leadership Award) · Ultimus Fund Solutions
Service FirmsWinnie Bak Christiansen
Family Office Manager · Hemonto
Service FirmsYomeli Montesano
People Growth & Operations Lead · ThinkPlumb