Loading people…
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
Technology
Jeff Yabuki
Chairman & Chief Executive Officer · InvestCloud CRM
Platforms & CustodyJeffrey Perlman
Chief Executive Officer · Warburg Pincus LLC
BanksJennifer Pratt
Senior Vice President & Director of Strategic Services · The Family Office at Synovus
Asset ManagersJenny Johnson
Chief Executive Officer · Franklin Templeton
Service FirmsJeremy Albrecht
Country Head and CEO for Luxembourg Universal Investment · Universal-Investment
TechnologyJesper Svensson
CEO · FA Solutions
AdvisorsJim Da Silva
Senior Vice President - Client Development · Focus Partners
Platforms & CustodyJinisha Sharma
President · Capri Sports
Asset ManagersJoakim Sandroos
CEO · Longship Invest
AdvisorsJoe Aguilar
Senior Vice President, Chief Investment Officer · Market Street Trust Company
Service FirmsJoe Sofia
CEO · TEAM Risk Management Strategies
Asset ManagersJoel Lim
Senior Vice President, Investments · PEG Companies
TechnologyJoel Loewen
Vice President, Cloud · Yardi
Asset ManagersJohanna Kyrklund
Executive Director & CEO of Public Markets · Schroders
AdvisorsJohn Gulnac
Chief Executive Officer · SolomonEdwards
Service FirmsJohn Keogh
President and Chief Operating Officer, Chubb Group; Chairman, North America Insurance · Chubb
Platforms & CustodyJohn Melby
Chief Executive Officer · Xpansiv
Asset ManagersJohn Redett
Co-President and Head of Global Private Equity · Carlyle
Asset ManagersJon Gray
President & COO · Blackstone
AdvisorsJon Holt
Chief Executive, KPMG UK · KPMG
Asset ManagersJon Winkelried
CEO · TPG
TechnologyJonathan Fishbeck
CEO · EstateSpace
Platforms & CustodyJonathan Jennings
Chief Executive Officer · Equiom Group
TechnologyJoseph Smith
Vice President, Implementation and Onboarding · Nirvana Solutions
AdvisorsJosh Brown
CEO · Ritholtz Wealth
Platforms & CustodyJoshua Kestler
President · Innocap
TechnologyJoshua Wasser
Vice President, Global Family Office & Asset Management · FundCount
Platforms & CustodyJuan Flames
Head BME Exchanges and CEO BME · Telekurs (SIX Financial Information)
Service FirmsJuan Luis Ortega
Executive Vice President, Chubb Group; President, North America Insurance · Chubb
Platforms & CustodyJulian Sawyer
Chief Executive Officer · Zodia Custody
AdvisorsJulie Pine
Chief of Staff to the CEO · Carson Group
AdvisorsJulie Sweet
Chair and CEO · Accenture
Service FirmsJustin Atneyel
President · ThinkPlumb
AdvisorsJustin Ferri
President · Focus Partners
Platforms & CustodyK V Vardhan
Chief Executive Officer · Ultimate Wealth Pvt Ltd
Service FirmsKaisha Lourens Schnoll
Vice President - Trade Settlements · STP Investment Services
Platforms & CustodyKamalam Kuppuswamy
Vice president Private Wealth Group · JM Financial Ltd
AdvisorsKapil Sharma
Vice President Marketing · Waterfield Advisors
AdvisorsKara Garner Pass
President & CEO · Market Street Trust Company
TechnologyKarl Roessner
Chief Executive Officer · Vestmark
Service FirmsKarna McGarry
Senior Vice President, Managed Services · Red5
Asset ManagersKarthik Subramaniam
Vice President - Products · ASK Wealth Advisors Pvt Ltd
Platforms & CustodyKartik Damodar
CEO, Fund Manager · Guardian Capital
TechnologyKartik Srinivasan
President, Advyzon Institutional · Advyzon
Asset ManagersKarunamoorthi R
Vice President · Anicut Capital
BanksKasturi Jatkar
Associate Vice President · JPMorganChase
TechnologyKate Parker
President · Transcend
TechnologyKatie Schreiber
Senior Vice President, Global HR · SAI360