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

Technology

Walter Pritchard

SVP, Head of Investor Relations · Fiserv

Asset Managers

Wei Dai

Global Head of Research · Dimensional Fund Advisors

Technology

Will Stewart

Corporate Controller, MidCap Credit and Capital (customer) · Sage Intacct

Advisors

Will Tickle

Portfolio Manager · Ballentine Partners

Advisors

William Mani

Investment Analyst · Entrust Family Office

Advisors

Xuan-Lam Nguyen Tang

Head of Private Wealth Management · CIGP

Platforms & Custody

Yash Shah

Investment Analyst (Family Office) | CFA Level 3 Candidate | Public Equities • AIFs • PE • Startups · Mi Life Style Marketing Global Pvt Ltd.

Platforms & Custody

Yash Vardhan Kanoi

Head of Investments, South and South East Asia · Alter Global

Platforms & Custody

Yogesh Malhotra

General Manager : Investments / Family Office · GMR Group

Advisors

_Matthew Garrott

Director, Investment Research · Fairway Wealth

Asset Managers

sameer allada

Investment Manager · Family Office

Banks

Óscar Fernández Rodríguez, CFA

Head of Wealth Management · CaixaBank Wealth Management Luxembourg