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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
Banks
James Birt
Head of Investments, ANZ Private · ANZ Bank
Asset ManagersJames Gladstone
Head of Wealth Planning · Cazenove Capital
AdvisorsJames Hering, CFA
Senior Wealth Advisor · Focus Partners
TechnologyJannick Wondergem
Lead Investment Data Specialist · Pretim
AdvisorsJared Alvare
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasmine Richards
Head of Diverse Manager Investing · Cambridge Associates
AdvisorsJason Kolenda
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasper Van Heesch
Director, Private Equity Senior Analyst, RSM UK · RSM
Asset ManagersJavier Puig
Investment Professional · Golden Gate Capital
AdvisorsJay Kloepfer
Head of Capital Markets Research · Callan
AdvisorsJayaprakash Manohar
Senior Business Analyst · Right Horizons Wealth
Asset ManagersJayaraman Vishwanathan
Private Investor · Family Office
Platforms & CustodyJean Chia 谢佩华
Global Head, Investment & Wealth Solutions (a.i.) · Bank of Singapore, Asia's Global Private Bank
AdvisorsJeannie Seabaugh
Sr. Wealth Advisor · Mercer Advisors
AdvisorsJeb Breece
Principal & Portfolio Manager · Cannell & Spears
Asset ManagersJed Fogdall
Global Head of Portfolio Management · Dimensional Fund Advisors
AdvisorsJeff Ladouceur
Director, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJen Steele
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
TechnologyJennifer Lui
Senior Manager of Investor Services · Juniper Square
Service FirmsJesica Speer
Principal, Private Wealth Services · Grant Thornton
BanksJessica Brügger
Investor Relations Officer · Vontobel
AdvisorsJigar Desai, CFA
Director & Head - Portfolios · CERVIN Family Office & Advisors
BanksJitendra Yadav
Registered Investment Advisor, Family Offices, IIMCL · ICICI Bank
TechnologyJoakim Dyhr Bach
Impact and Investment Manager · DoLand
Asset ManagersJoe Tenaglia
Director, Model Portfolios · WisdomTree
Asset ManagersJoeri de Wilde
Investment Strategist / Columnist · Triodos Investment Management
AdvisorsJohn Bottcher
Portfolio Manager · Titan
AdvisorsJon Ekoniak, CFP®, CDFA®
Senior Wealth Advisor · Focus Partners
AdvisorsJon Michael Topolski
Reporting Analyst · SEI Private Wealth Management
AdvisorsJon Snare, CFA, CFP
Senior Wealth Advisor · Focus Partners
Asset ManagersJonathan Brownlow
Wealth Planning Director · Cazenove Capital
BanksJose Minaya
Global Head of Investments and Wealth · BNY
TechnologyJose Negron
Portfolio Solutions Strategist · Omega Point
TechnologyJoshua Demers
Senior Director of Investor Services · Juniper Square
Platforms & CustodyJulien Gafarou
Director of Investment Research · Toniic
Asset ManagersJustin Poitras
Head of Investor Relations · Illuminate Financial
Platforms & CustodyKanika Gupta
Investment Analyst · APL Apollo Tubes Ltd.
Platforms & CustodyKaren McColl
EVP, Wealth Management · Commonwealth Financial Network
AdvisorsKarim Ouazzi
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
Platforms & CustodyKashish Jain
Global Research Associate · Ashika Group
Service FirmsKatherine Neal
Jersey Head of Trusts & Private Wealth · Harneys
AdvisorsKatie Fortuna
Wealth Advisor · The Mather Group, LLC
AdvisorsKelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management · SEI Private Wealth Management
BanksKent Moegerle
Head of U.S. Markets, BNY Wealth · BNY Wealth
Asset ManagersKerry Wong
Head of Investor Relations · Pantera Capital
Platforms & CustodyKeshav Dwarkani
Analyst · Desai Ventures
Asset ManagersKeshav Sharma, CA
Manager, Portfolio and Accounts · Rukam Capital
Asset ManagersKevin Flanagan
Head of Investment and Fixed Income Strategy · WisdomTree