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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.
581 people · clear filters
Technology
Dean Hill
Executive Director · Eze Castle Integrations (ECI)
TechnologyDeena Edwards
Head of Product & Design · Sandbox Wealth
Platforms & CustodyDeepak Chauhan
Associate Director · InCred Wealth
Asset ManagersDeepak Soni
VP Finance & Operations · PACE 360
AdvisorsDeepan Kapadia, CFA
Director · Spark Capital PWM
TechnologyDerek Tharp
Head of Innovation · Income Lab
TechnologyDiana W. Sabaa
Executive Director · Investera
TechnologyDiane McLoughlin
Head of Client Operations · FundGuard
BanksDilber Hussain
Assistant General manager Family Office · ICICI Bank
Asset ManagersDirk Elsen
Director Emerging Markets · Triodos Investment Management
AdvisorsDivya Hari Karthik
Director · Spark PWM Private Limited
TechnologyDon Ludwig
Head of National Sales · AgilLink
BanksDonna Johnstone
Head of Advice -ANZ Private · ANZ Bank
TechnologyDorota Kowalski
Senior Director of Fund Accounting · Juniper Square
AdvisorsDuane Oakes
Director, Senior Relationship Manager · SEI Private Wealth Management
AdvisorsDustin Ribergaard
Client Experience Director · Cerity Partners
TechnologyEbba Ehrling
Head of Operations · Arch Investments
TechnologyEd Reis
Director · EstateSpace
Platforms & CustodyEdmund Khan
Head of Client Services - South · Nuvama Private
TechnologyEileen Murray
Chairperson of the Board of Directors · Broadridge
TechnologyElad Dotan
Head of Cloud Operations · FundGuard
TechnologyElena Anisimova
VP Sales North America · Jacobi
Platforms & CustodyElizabeth Protage Walsh
Regional Director of Princeton · Glenmede
BanksElizabeth Thiessen
Head of Private Bank Family Office Solutions · Bank of America Private Bank
Platforms & CustodyEllen Weaver
Director of People · River Financial
AdvisorsEmily Due, CPA
Director of Tax · The Mather Group, LLC
Platforms & CustodyEmily R. (Lehman) Neubert CFP®
SVP, National Director of UHNW Services · Bernstein
Service FirmsEmily Strickland
Head of Client Engagement · STP Investment Services
BanksEmma Dearlove
Head of Private Clients, ANZ Private · ANZ Bank
TechnologyEmma Jones
Director of Options · Wealthsimple
TechnologyEric Parusel
Head of Architecture · Global Relay
BanksEric Rosset
Head of Verbier Branch · Julius Baer
Service FirmsErica Cary
Director Of Client Operations · TEAM Risk Management Strategies
TechnologyErika Alter
Director of Marketing · Vidrio
TechnologyErika Alter
Marketing Director · FundGuard
TechnologyErin Oremland
General Manager · AgilLink
AdvisorsEshan Saxena
Executive Director · Client Associates
Service FirmsFabian De Keyn, CQF
Director - Head of Valuation Services Luxembourg · Value & Risk Valuation Services
Platforms & CustodyFarooq Nabi
Director-Business Head · Anand Rathi Wealth Limited
BanksFenny Chan
Director, Private Banking · Royal Bank of Canada (RBC)
AdvisorsFrancis Sennott
Senior Director of Family Office Financial Planning · RWA Wealth Partners
BanksFrancisco Maroto
Head of Digital Assets · BBVA
Asset ManagersFrederic Wakeman
Non-Executive Director · Schroders
Platforms & CustodyGanesh Narayan Cotha
Director & Promoter · C. Krishniah Chetty & Co
Platforms & CustodyGary Tiu
Executive Director · OSL
BanksGaurang Shah
Whole Time Director - Kotak Mahindra Bank · Kotak Mahindra Bank
AdvisorsGaurav Arora
Associate Director · Client Associates
Platforms & CustodyGaurav Rustagi
Licensed Director (FSRA approved) & Head of Business Development · Kristal.AI Middle East Limited