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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.
585 people · clear filters
Asset Managers
Carter Lyons
Co-CEO · Two Sigma
Asset ManagersCasey Clark, CFA
President, Rockefeller Global Investment Management · Rockefeller Capital Management
Asset ManagersCatherine L. Newell
General Counsel and Executive Vice President · Dimensional Fund Advisors
TechnologyCesar Estrada
Senior Vice President, Private Markets Segment Head · Arcesium
Asset ManagersChaitra Vashisht
Vice President · Kotak Alternate Asset Managers Limited
Platforms & CustodyChakravarthy AB
Co-Chief Executive Officer · Upaya Social Ventures
Platforms & CustodyChandrahasa Reddy Addula
Chief Executive Officer · Stack Junior India
TechnologyCheryl Nash
President, APL · InvestCloud CRM
TechnologyChip Jones
Executive Vice President, Compliance · Global Relay
Service FirmsChip Martin
President, Private Wealth, U.S. · IQ-EQ
Platforms & CustodyChris Merry
Group CEO · Stonehage Fleming
TechnologyChris Perry
President · Broadridge
TechnologyChris Shishido
Vice President, Finance · Transcend
AdvisorsChris Zander
President & CEO · Evercore Wealth
AdvisorsChristina Sanchez
Vice President, Wealth Advisor · Titan
TechnologyChristine Ciriani
President, Digital Wealth International · InvestCloud CRM
BanksChristophe Caspar
Global CEO Asset Management · Edmond de Rothschild
Asset ManagersChristopher Ferraro
President and CIO · Galaxy Digital
TechnologyChristopher McLoughlin
Executive Vice President, Chief Legal Officer · FactSet
BanksChung Chun Lim
Chairman & CEO · iFAST
AdvisorsClay Gardner
Co-CEO, Chief Investment Officer · Titan
Asset ManagersConnor Teskey
CEO, Brookfield Asset Management · Brookfield
Platforms & CustodyCraig Buick
Co-Chief Executive Officer · Ocorian
TechnologyCraig Wietz
President · First Rate
Platforms & CustodyCynthia Tang
Chief Executive Officer · iFAST Hong Kong
BanksCynthia. Tobiano Rozenblum
Deputy Chief Executive Officer · Edmond de Rothschild
TechnologyDan Bjerke
President, Digital Wealth · InvestCloud CRM
Service FirmsDaniel Ginsburg
CEO · WTax
AdvisorsDaniel Pinto
Partner, CEO Corient EMEA · Corient
Platforms & CustodyDanish Akhtar
Vice President · Anand Rathi Wealth Limited
Platforms & CustodyDara Parker
Chief Executive Officer · Toniic
Asset ManagersDave Butler
Co-Chief Executive Officer · Dimensional Fund Advisors
TechnologyDave Goes
President, Enterprise Solutions · Advyzon
AdvisorsDave Jones
Senior Vice President - Director of Estate Strategy · Bailard
Service FirmsDave King
Chief Executive Officer · Digitalis
Asset ManagersDavid Breach
President · Vista Equity Partners
BanksDavid Frame
CEO, Global Private Bank · JP Morgan Private Bank
TechnologyDavid Heiss
Senior Vice President, Commercial Operations · SAI360
Asset ManagersDavid Kavanaugh
Global Head of Investment Operations and Vice President · Dimensional Fund Advisors
BanksDavid Solomon
Chairman and Chief Executive Officer · Goldman Sachs Bank
AdvisorsDavid Wong
Senior Vice President, Alternatives Consulting · Callan
TechnologyDavid Yovanno
CEO · +impact
Asset ManagersDebra Spohn, CPM™
President, PEG Property Group · PEG Companies
Platforms & CustodyDeepak Gulati
Vice President · Emkay Global Financial Services Ltd
AdvisorsDeepak Jain
Vice President · Client Associates
Platforms & CustodyDeepak Poddar
Vice President and Head - Promoter Office · Adani
Platforms & CustodyDenelle Dixon
CEO and Executive Director, Stellar Development Foundation · Stellar
AdvisorsDev Marfatia, CFA
Assistant Vice President · Lighthouse Canton