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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
Kevin Solioz
Chief Operating Officer · Rhone Trust
TechnologyKevin White
Chief Client Officer · Dynamo Software
Platforms & CustodyKimberly DeTrask, CFA
Chief Financial Officer · Apex Group Ltd
TechnologyKristian Borghesan
Chief Marketing Officer · FutureVault
TechnologyKristina Øgaard
COO · DoLand
TechnologyKurt Oeler
COO · Jacobi
Asset ManagersKushal Gupta
Chief Financial Officer @ Family Office | Qualified Chartered Accountant · Family Office
Asset ManagersKyle Early
Chief Investment Officer · PEG Companies
TechnologyKyle Triplett
Chief Product Officer · AppFolio
BanksLakshman Anantakrishnan
Chief Investment Officer, ANZ Private · ANZ Bank
AdvisorsLan Guan
Chief AI and Data Officer · Accenture
TechnologyLarry Steinberg
Chief Technology Officer · Vanilla
Platforms & CustodyLaura Drake
Chief People Officer · Zodia Custody
Asset ManagersLaura Esposito
Managing Director, Chief Client Officer · Rockefeller Capital Management
Asset ManagersLauren Dillard
Chief Financial Officer · Vista Equity Partners
TechnologyLauren Goggins
Chief of Staff · Omega Point
TechnologyLaurence Lafond
Chief Information Security Officer · Global Relay
Platforms & CustodyLee Gavin
Chief Human Resource Officer · GLG
TechnologyLeigh Asher
Chief Marketing Officer · InvestCloud CRM
Platforms & CustodyLeslie Bohner
Chief Fiduciary Officer · Fiduciary Trust
TechnologyLindsay Bayuk
Chief Marketing Officer · Affinity
Asset ManagersLindsay LoBue
Chief Operating Officer · Carlyle
TechnologyLiron Mandelbaum
Chief Operating Officer · Dasseti
Platforms & CustodyLisa Holladay
Chief Experience Officer · TIGER 21
TechnologyLisa Horner
Chief Marketing Officer · AppFolio
Platforms & CustodyLisa Russell
Chief Investment Officer · Peak Trust Company
AdvisorsLloyd Moskowitz
Chief Compliance Officer · Cannell & Spears
AdvisorsLola C. West
Chairwoman & Chief Culture Officer · Westfuller
TechnologyLorenzo Saa
Chief Sustainability Officer · Clarity AI
TechnologyLuke Arno
Chief Revenue Officer · Transcend
TechnologyLuke Kyleman
Chief Technology Officer · SingleSource Technologies
Service FirmsLuke Smyth
Chief Technology Officer · coc00n
TechnologyLynn McCreary
Chief Legal Officer · InvestCloud CRM
AdvisorsMH Sadler
COO · Boardwalk Capital Management
BanksMahesh Aditya
Group Chief Risk Officer · Santander Private Banking
TechnologyMaksim Säkki
Chief Architect · Silcube Software
Asset ManagersManas Jain
Chief Investment Officer · Family Office
AdvisorsManish Kalra
Chief Operating Officer · CERVIN Family Office & Advisors
TechnologyManoj Soni
Advisory Panel - Chief Investment Officer, Capricorn Private Investments · BYOB
TechnologyManu Sood
Chief Technology Officer · Foundation Source
Platforms & CustodyMaomao Hu
Chief Technology Officer · Zerocap
Platforms & CustodyMarc Figueroa
Chief Marketing Officer · TIGER 21
TechnologyMarcy Campbell
Chief Revenue Officer · AppFolio
AdvisorsMaria Hinton
Director, Client Service and Operations & Chief of Staff · Fairway Wealth
Platforms & CustodyMarian Stier
Chief Administrative Officer (CAO) · TIGER 21
TechnologyMark Donohue
Chief Financial Officer · Dynamo Software
Asset ManagersMark Gillett
Managing Director, Chief Operating Partner · Silver Lake
AdvisorsMark Israel
Chief Technology Officer · Focus Financial Partners