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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.
622 people · clear filters
Platforms & Custody
Brian Price
Chief Investment Officer · Commonwealth Financial Network
Platforms & CustodyBrian Sullivan
SVP, Chief Marketing Officer · Commonwealth Financial Network
AdvisorsBrian Tall
Partner | Chief Investment Officer · Brighton Jones
AdvisorsBrian Tullio
Chief Compliance Officer · Fairway Wealth
TechnologyBruno Kellenberger
Chief Revenue Officer · Etops
BanksButch Oorlog
CFO · Raymond James
BanksBénédicte Kukla
Chief Strategist · Degroof Petercam
AdvisorsCameron Dawson
Chief Investment Officer (CIO) · Newedge Wealth
Platforms & CustodyCameron Foster
Chief Strategy Officer · GLG
Platforms & CustodyCandace Kelly
Chief Legal Officer · Stellar
TechnologyCarly de Diego
Chief Administrative Officer · Advisor Engine: Digital Wealth Management Technology
AdvisorsCarol Benz
Partner & Chief People Officer · Cerity Partners
BanksCarol Schleif
Chief Market Strategist, BMO Wealth Management · BMO Bank
BanksCarolyn Donnelly
Managing Director and Chief Client Engagement Officer · CIBC Private Wealth US
TechnologyCatherine Chew
Chief Financial Officer · Global Relay
Platforms & CustodyCecil Smart
Chief Credit Officer · Percent
Platforms & CustodyCem Paya
Chief Security Officer · River Financial
Asset ManagersChadd Evans
Managing Partner and Chief Investment Officer · Overlay Capital
AdvisorsChady Jouni, CFA
Partner, Chief Investment Officer · Capital Generation Partners
Asset ManagersChaitanya Dabholkar
Chief Investment Officer · Asiana Alternative Investment Fund
TechnologyCharles Blaxland
CTO · Jacobi
TechnologyCharles Guillemet
CTO · Ledger
Platforms & CustodyCharlie Lienau
COO · Percent
AdvisorsCharlie Scharfe
Co-Chief Investment Officer · Our Family Office Inc.
Service FirmsCheryl Severson
Chief Customer Officer | Head of HR · TEAM Risk Management Strategies
TechnologyChris Kiley
Chief Revenue Officer · FINTRX
Platforms & CustodyChris Mariadason
Chief Compliance Officer · Gemini
BanksChris McAteer
Chief Compliance Officer · Amina Group
Asset ManagersChristina Lema
Chief Legal Officer · Vista Equity Partners
Platforms & CustodyChristoph Hobo
Group Chief Financial Officer · TMF Group
Platforms & CustodyChristopher Blotto
SVP, Chief Digital and Information Officer · Commonwealth Financial Network
AdvisorsChristopher Chandler
Partner & Chief Investment Officer · Ballentine Partners
Service FirmsChristopher Delaney
Chief Technology Officer · Digitalis
Platforms & CustodyClaire Le Brocq
Chief Commercial Officer · Equiom Group
Platforms & CustodyClaudia Cordioli
Group Chief Financial Officer · Zurich Insurance Group
TechnologyClinton Elston
Chief Technology Officer · CloudMargin
Platforms & CustodyCollins Chin
Global Chief Financial Officer · Bank of Singapore, Asia's Global Private Bank
TechnologyCorey Fiedler
Chief Product Officer · Vestmark
Asset ManagersCraig Bingham
Chief Financial Officer · PEG Companies
TechnologyD Ritter
Chief Security Officer · Smartleaf Asset Management
BanksDan Phillips
Chief Investment Officer, BMO Wealth Management U.S. · BMO Bank
BanksDan Scott
CIO (Chief Investment Officer) · Vontobel
AdvisorsDan Tobin
Chief Operating Officer · Carson Group
AdvisorsDani Fava
Chief Strategy Officer (CSO) · Carson Group
AdvisorsDaniel Applegarth
Chief Financial Officer · Carson Group
TechnologyDaniel Crosby
Chief Behavioral Officer · Orion Portfolio Solutions
AdvisorsDaniel Priest
US Chief AI Officer, PwC US · PwC
AdvisorsDaniel R. Gaugler
We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth