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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.
396 people · clear filters
Advisors
Dibyendu Dey
Director - Lead Investment Specialist & Portfolio Strategy · LGT Wealth India
Platforms & CustodyDominic Weibel
Head of Research · Bitcoin Suisse
BanksDonald DiCarlo
Head of Wealth Planning and Trust Services · Wilmington Trust
AdvisorsDonald McFarlan
Director, Head of Portfolio Management · Capital Generation Partners
BanksDorothee Blessing
Global Head of Investment Banking Coverage · JPMorgan Chase & Co. Investment Bank
Asset ManagersDr. B Kaur
Wealth Manager · Family Office
Platforms & CustodyDravya Jain
Senior Investment Associate · ProGen Capital
Asset ManagersEdward Houghton
Group Head of Strategy and Investor Engagement · Schroders
Asset ManagersElinor Ouyang
Head of Portfolio Analytics, Portfolio Manager · Silvercrest
Asset ManagersElizabeth Blankenship-Singh
Director, Investments · Overlay Capital
AdvisorsEllen Chiu, CFA, CAIA
Director, Senior Portfolio Strategist · Westfuller
AdvisorsEmily Green
Head of Wealth Management · Ellevest
Asset ManagersEmily Stevens
Associate Wealth Advisor · Stratos Private Wealth
AdvisorsFabian C. Garces, CFA, CFP®
Wealth Management Advisor · Focus Partners
BanksFernando Ruiz Estébanez
Director Global Wealth · BBVA en España
Asset ManagersFlorence Gatome
Investment Committee Member · EG Capital
Asset ManagersFrank Mullen
Portfolio Manager / Investment Team (Credit) · EdgePoint Wealth
AdvisorsGanesh S. Kadam
Senior Manager - Family Office (Wealth & Tax Planning) · Spark Capital PWM
Platforms & CustodyGangadhar Singh
Treasury Analyst · Welspun World
Asset ManagersGarett Bjorkman
Principal, Investments - Co-Head of Opportunity Zones · CIM Group
Asset ManagersGarth Taljard
Global Head of Investment Product · Schroders
Platforms & CustodyGaurav Chandak
Real Estate Private Equity | Financial Modelling · Underwriting · Portfolio Analytics | Ex-Goldman Sachs Asset Mgmt (US RE) | CFA L3 Candidate | AI-Augmented Finance · AV FINCORP PRIVATE LIMITED
Platforms & CustodyGaurav Jhinzuwadiya
Wealth Management Consultant · ICICI Prudential Life Insurance Company
Platforms & CustodyGaurav Kaushik, CFA
Executive Director, Avendus Wealth Management · Avendus
Platforms & CustodyGaurav Nawhal
Group Strategy & Family Office Investments · Saksham
Platforms & CustodyGauri Chugh
Principal Officer and VP, Portfolio Advisory Services · HSBC
AdvisorsGerrit Smit
Chairman - Global Best Ideas and Investment Committee · Corient
AdvisorsGirija Panigrahi
Family Office Investments - Public and Private Markets · Skeiron Group
Asset ManagersGovindaraja Prabhu
Associate, Investments and Portfolio Management · Gruhas
Asset ManagersGrace Gu
Portfolio Manager, Scientific Discretionary Macro · Two Sigma
Asset ManagersGrace Lavelle
Investment Strategy Director · Cazenove Capital
TechnologyGraham Neary
Analyst / Daily Market Commentator · Stockopedia
BanksGurmeet Singh
Head - Wealth Management · Divitas Capital Pvt. Ltd.
AdvisorsHariprasad Yaradoni Desai
Investment Advisor · Entrust Family Office
Platforms & CustodyHardik Sumariya
Portfolio Management · MAHARAJA GRAINS PRIVATE LIMITED
Platforms & CustodyHarminder Dhillon
AVP – Alternatives & Wealth Solutions | Wealth Management Operations, Regulatory Compliance · Dolat Capital
Asset ManagersHarshikaa Paliwal
Investment Manager · BYT Capital
Platforms & CustodyHeena Jain
Investment Analyst · B2V Ventures
Asset ManagersHelene Rude, CFP®
Wealth Advisor · Stratos Private Wealth
Service FirmsHenno Boshoff
Counsel, Private Wealth, Singapore · Harneys
Platforms & CustodyHimanshu Kakrania
Investment Analyst · Sharrp Ventures | Harsh Mariwala Investment Office
AdvisorsHolcombe Green
Global Head of Private Capital Advisory · Lazard
Asset ManagersHugo Tranzer
Growth investor - Associate · Adelie
AdvisorsJack Potter, CFA
Investment Associate · Capricorn Private Investments
AdvisorsJack Sullivan
Director of Wealth Advisory · Titan
Asset ManagersJacob Li
Wealth Management Associate · Stratos Private Wealth
Asset ManagersJai P.
Investment Professional · Narotam Sekhsaria Family Office
BanksJaime Lazaro, CFA
Head Asset Management & Global Wealth · BBVA