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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
Advisors
Joe Brownell
Chief Marketing and Growth Officer · Matters Graph (previously GRAPH Strategy USA)
Service FirmsJoe Koomar
Chief Operating Officer · TEAM Risk Management Strategies
AdvisorsJoel Hirsh, CFA
Chief Investment Officer · Focus Partners
AdvisorsJohn Allen
Chief Investment Officer, Partner · Aspiriant
Platforms & CustodyJohn Dalby
Chief Financial Officer · NYDIG
Platforms & CustodyJohn Fox
Chief Risk and Compliance Officer · Ocorian
Platforms & CustodyJohn Hall
Chief Operating Officer · Bessemer Trust
Platforms & CustodyJohn Londono
Chief Product Officer · GLG
TechnologyJohn Mackowiak
Chief Revenue Officer · Advyzon
TechnologyJohnathan Martin
Chief Strategist · SRL Global
Platforms & CustodyJon Cleasby
SVP, Chief Financial Officer · Commonwealth Financial Network
Platforms & CustodyJon Millam
Chief Financial Officer · Equiom Group
Platforms & CustodyJon de Wet
Chief Investment Officer · Zerocap
TechnologyJonathan Linstra
Chief Growth Officer · Envestnet
Asset ManagersJonathan Marom
Chief Financial Officer · Worldquant
TechnologyJose De Jesus
Chief Delivery Officer · Eze Castle Integrations (ECI)
Asset ManagersJoseph Taveira
Chief Financial Officer · Parthenon Capital
TechnologyJosh Goodbody
COO · Qredo
BanksJoshua Smith
Chief of Staff, Private Banking & Wealth Management · NatWest Group
Platforms & CustodyJuhi Agarwal
Chief Investment Officer · Scan Holdings Private Limited
Platforms & CustodyJulia Duzon
Chief Operating Officer · River Financial
TechnologyJulie Lane
Chief Human Resources Officer · Orion
BanksJulien Lafargue
Chief Market Strategist · Barclays Private Bank
Asset ManagersJustin G. Hamill
Senior Partner and Chief Legal Officer · Silver Lake
Asset ManagersJustin V. Plouffe
Chief Financial Officer · Carlyle
BanksJérôme van der Bruggen
Chief Market Strategist · Degroof Petercam
TechnologyKB Venkataraman
Chief Technology Officer · Private Client Resources
AdvisorsKC Connors
Partner, Chief Consulting Officer and Head of Strategic Growth & Engagement · NEPC
BanksKalyan Reddy Battu
Chief Manager · ICICI Bank
Platforms & CustodyKamal K.
Chief AI and Technology Officer · Centricity WealthTech
Platforms & CustodyKan Kotecha
Chief Technology Officer · CAIS
TechnologyKapil Budhiraja
Chief Technology Officer and CISO · Privé
Platforms & CustodyKaran Tewari
Chief Client Officer · TMF Group
Asset ManagersKaren Dolan
Chief Marketing Officer · Dimensional Fund Advisors
Asset ManagersKaren King
Senior Partner & Chief Operating Officer · Silver Lake
Service FirmsKaren L. Febeo
Chief Legal Talent Officer · Goulston & Storrs
Platforms & CustodyKaren Miller
Chief People Officer · Xpansiv
TechnologyKaren Sands
Client - Chief Operating Officer, Hermes GPE · Canoe Intelligence
Asset ManagersKarly Lancaric
Chief Financial Officer · Oaktree Capital
Platforms & CustodyKartik Kini
Founding Member, Chief Strategy and Execution Officer · Centricity WealthTech
TechnologyKash Razzaghi
Chief Commercial Officer · Circle
TechnologyKatherine Maslova
Chief Business Development Officer · Bourgeois Bohème
TechnologyKatie
CMO · CitizenX
Asset ManagersKatrina Paglia
Chief Legal Officer (CLO), Chief Compliance Officer (CCO), Head of HR · Pantera Capital
Platforms & CustodyKaviraj Devaraj
Chief Investment Officer · Malpani Group
TechnologyKendra Gritton
Chief Financial Officer · SAI360
TechnologyKerry McClelland
Chief Financial Officer · 9fin
Platforms & CustodyKevin Bulmer
Chief Operations and Technology Officer · TMF Group