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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
Banks
Mary Callahan Erdoes
CEO, Asset & Wealth Management · JP Morgan Private Bank
AdvisorsMary P
Associate Vice President · Entrust Family Office
Service FirmsMathies Pedersen
CEO · Hemonto
Asset ManagersMathieu Cornieti
CEO · Impact Partners
Service FirmsMatt Armanino
CEO & Managing Partner · Armanino
Asset ManagersMatt Oomen
CEO Client Group · Schroders
Platforms & CustodyMatthew Blattmachr
President and Chief Executive Officer · Peak Trust Company
Service FirmsMatthew Merna
Division President, North America Major Accounts · Chubb
BanksMayank Agarwal
Assistant Vice President · Julius Baer
AdvisorsMayur Agarwal
Assistant Vice President & Fund Manager - Portfolio Management Services · Icici Securities Limited. Mumbai
TechnologyMazen Jabban
Chairman and CEO · Vidrio
AdvisorsMegha Agarwal
Assistant Vice President · Equirus Family Office
Platforms & CustodyMegha Gautam
Senior Vice President · 360 ONE Wealth
TechnologyMeir Kliner
President, Ondas Autonomous Systems · Ondas Networks
Service FirmsMelissa Scheffler
Division President, North America Personal Risk Services · Chubb
AdvisorsMeredith Bowen
President and Chief Investment Officer · Beatrice Advisors
Platforms & CustodyMichael A. Marquez
President · Bessemer Trust
Asset ManagersMichael Arougheti
Chief Executive Officer · Ares Management
AdvisorsMichael Faust, CFA
President, Wealth Management · Bailard
AdvisorsMichael Hymes, CFP®, CPWA®
Executive Vice President & Managing Director · Beatrice Advisors
TechnologyMichael Katchen
Chief Executive Officer · Wealthsimple
Platforms & CustodyMichael Kim
Chief Executive Officer and President · AssetMark
AdvisorsMichael Manning
Chief Executive Officer · NEPC
BanksMichael Miranda
President, BMO Family Office and Head of Investments, Wealth · BMO Bank
Asset ManagersMichael Wu
Chief Executive Officer, Amber Group · Amber Group
AdvisorsMichelle Knight
CEO & Chief Economist · RWA Wealth Partners
BanksMiguel Aguirre
Vice President of Wealth Management Advisory · Credicorp Capital
TechnologyMike Dolence
Vice President of Operations, Pride Investment Partners (customer) · Sage Intacct
BanksMike Lyons
President & CEO · Truist
Service FirmsMike Merriman
President and Founding Partner · PARR/3 LLC
Service FirmsMike Miedler
President and CEO, Century 21 Real Estate LLC · Anywhere Real Estate
TechnologyMike Simcock
CEO · ClearMacro
TechnologyMike Sleightholme
Head of Asset Management and President of Broadridge International · Broadridge
TechnologyMikkel Rahbek Brunse
Chief Executive Officer · Vitec Aloc
TechnologyMilind Mehere
Chief Executive Officer and Board Member · Advisor 360
TechnologyMinar Mujumdar
Vice President - Reporting · PCR Financial Aggregation
Platforms & CustodyMir Ali
Senior Vice President · JM Financial Ltd
AdvisorsMiral Amar Shah
Associate Vice President · LGT Wealth India
AdvisorsMitesh Shah
Chief Executive Officer, Managing Director · Equirus Family Office
Asset ManagersMitesh Soni
Vice President · Blue Ashva Capital
Platforms & CustodyMohan Landa
Vice President · Avendus
Platforms & CustodyMohit Bagla
Vice President · Avendus
AdvisorsMrinalini Devdutt
Senior Vice President - Family Office Services · Entrust Family Office
TechnologyMu Chen
CEO & Executive Director · Canopy
Platforms & CustodyMuneetpal Singh Jolly
Vice President & Head - Corporate Venture Capital · Jubilant Bhartia Group
Platforms & CustodyNaman Agarwal
Chief Executive Officer · Nivesha
Platforms & CustodyNandan Sastry
Senior Vice President of Finance · Nadathur Estates Pvt Ltd
TechnologyNatalie Wolfsen
Chief Executive Officer · Orion