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
Platforms & Custody
Katie Williams
Executive Assistant to CEO · Toniic
TechnologyKen Fine
Chief Executive Officer · Affinity
TechnologyKent Wolstenholme, CPA
Vice President of Client Success · FundCount
Service FirmsKevelyn Guzman
Regional Vice President, Coldwell Banker Warburg · Anywhere Real Estate
BanksKevin Bastuga
Executive Vice President of Signature, a division of Esquire Bank · Signature Bank
TechnologyKevin Yardi
Senior Vice President, Global Solutions · Yardi
AdvisorsKhushi Jain
Associate Vice President · Client Associates
AdvisorsKiran RVS
Senior Vice President - Investment Advisory · Spark PWM Private Limited
BanksKirk Bell
President, Independent Contractor Division · Raymond James
Platforms & CustodyKishan Chand
Associate Vice President · IIFL Capital Services Limited
AdvisorsKishor Wikhe
Executive Vice President | Head, Sogeti India · Capgemini
Service FirmsKlaus Lauenborg Breitenstein
CEO & Founding Partner · Assure A/S
Asset ManagersKort Schnabel
CEO, Ares Capital Corporation · Ares Management
AdvisorsKreg Kerr
Vice President · Westfuller
Platforms & CustodyKristof Terryn
CEO Europe, Middle East and Global Head Retail · Zurich Insurance Group
AdvisorsKriti Goyal
Associate Vice President - Private Wealth · Client Associates
AdvisorsKshitij Vardhan
Sr Vice President - Estate Planning & Multi Family Office · TriGen Wealth
AdvisorsKunal Thakar, CFA
Vice President · Waterfield Advisors
BanksKunwar Seemanandan Kaushis
Vice President - Burgundy Private · Axis Bank
Service FirmsKurtis Suhs
CEO · Concierge Cyber
AdvisorsKusharaj Bhandary
CEO & MD, Multi Family Office · Neo Wealth and Asset Management
Platforms & CustodyLaura Bayley
CEO Eurex Clearing AG and Head Clearing · Eurex Clearing
Platforms & CustodyLaurence Maurice
CEO Latin America · Zurich Insurance Group
Platforms & CustodyLawrence Calcano
Chairman and Chief Executive Officer · iCapital
Platforms & CustodyLena Dobreer
Vice President, Operations · Opus
Service FirmsLeslie Peters
Vice President · Rough Diamonds
AdvisorsLisa Indrieri
Strategic Executive Support to CEO - Project Manager for client base · Aureus Advantage
BanksLisa Roberts
Senior Executive Vice President, Head of Wealth Management · Wilmington Trust
Platforms & CustodyLiz Martin
Vice President · Coinbase
Platforms & CustodyLou Maiuri
Chairman and Group CEO · AssetMark
Asset ManagersLuca Cassiano
Vice President, Financial Services · Warburg Pincus
TechnologyLucas Babbitt
Chief Executive Officer · Atomic Insights
Service FirmsLucy Burnford
Chief Executive Officer · coc00n
BanksLuke Tilley
Executive Vice President & Chief Economist · M&T Bank
AdvisorsManish Gaur
Vice President - Private Wealth · Sanctum Wealth
Asset ManagersMarc Rowan
CEO · Apollo
BanksMarcel Zuidam
Chief Executive Officer · Triodos Bank
TechnologyMarco Della Torre
CEO · Venn by Two Sigma
Asset ManagersMargret Trilli
Chief Executive Officer and Chief Investment Officer · ImpactAssets
Platforms & CustodyMario Greco
Group Chief Executive Officer · Zurich Insurance Group
BanksMark Goddard
CEO, United Kingdom · Lombard Odier Family Owned Bank
BanksMark Goddard
UK CEO · Lombard Odier
Service FirmsMark Pesco
Group Chief Executive Officer · IQ-EQ
Platforms & CustodyMark Smith
Chief Executive Officer, Perpetual Private · Perpetual
Platforms & CustodyMark Weil
CEO · TMF Group
TechnologyMarkus Nottelmann
Chief Executive Officer, Ondas Networks · Ondas Networks
BanksMartin Guillermo Marron
CEO, Wealth Management Solutions · JP Morgan Private Bank
TechnologyMartin Simoncic
Chief Executive Officer · Zywave