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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.
709 people · clear filters
Asset Managers
Jamie George
Client Service Specialist · Stratos Private Wealth
BanksJan Vonder Muehll
Head Media Relations · Julius Baer
Platforms & CustodyJane Magor
National Manager, Philanthropy and Non Profit Services · Perpetual
AdvisorsJanine Koch
Principal, Governance, Risk & Compliance · SolomonEdwards
Asset ManagersJashank Pohani, CFA
Head - Family Office Relationships · Artha
BanksJean-François Abadie
Président · CA Indosuez (Switzerland) SA
AdvisorsJeffrey Ingber
Senior AML & Regulatory Compliance Advisor · Capgemini
Service FirmsJeffrey Maron
Trustee Fellow · Skidmore College
Service FirmsJen Harrington
Manager of Operations and Compliance · TEAM Risk Management Strategies
AdvisorsJessica Andrews, CPA
Family Office Executive · Brighton Jones
Service FirmsJessica Cruz
SVP of Project Management · STP Investment Services
Platforms & CustodyJessica Fougere
EVP, Community · Commonwealth Financial Network
Platforms & CustodyJesús Palacios
Sales Development Representative · Opus
Platforms & CustodyJigar K Shah
Avendus
Service FirmsJill Geraghty
Senior Manager, Event Marketing · dynami group
Service FirmsJill Hendrickson
Associate · Mack International LLC
Asset ManagersJivesh Madan
Principal · Shastra VC
TechnologyJoachim Vandaele
Board Member · Trusted Family
TechnologyJodie Zhang
Product Specialist · Macrobond
Service FirmsJoe Cook
Account Manager · FFO
TechnologyJoel Coverdale
Senior Account Manager, UK/EU · Omega Point
TechnologyJohn Fennell
Financial Products Advisory Committee Member · Wealthsimple
Asset ManagersJohn Frank
Vice Chair · Oaktree Capital
Platforms & CustodyJohn Hagberg
SVP, Enterprise Business Operations · Commonwealth Financial Network
Service FirmsJohn Karls
National Leader - Private Client Advisors Tax Practice and Family Office Industry · Armanino
Service FirmsJohn M. Samuels
MPH / Author and Advisor · Wellworth Advisors
AdvisorsJohn Raggio, CFA
Principal · Cannell & Spears
Platforms & CustodyJon Bohs
Managing Principal, Trading and Brokerage Operations · Commonwealth Financial Network
AdvisorsJonathan Cave
Life Coaching Head · Qineticare
AdvisorsJonathan Flack
Global PwC Private Leader · PwC India
TechnologyJonathan Gauthier
Senior Software Developer · Omega Point
AdvisorsJonquay Armon
Private Client Service & Operations Manager · Carson Group
TechnologyJorge Pessoa
Backend Engineer · Ntropy
BanksJoseph Chee
Vice Chair of the Board · Amina Group
BanksJuan Gandarias
Consejero & Senior Advisor · CaixaBank
TechnologyJukka Uro
Data Architect · Jay Solutions
AdvisorsJulie Neitzel
Team Member · WE Family Offices
BanksJulie de LA PALME
Board Member · Indosuez Wealth Management
TechnologyJustin O'Boyle
Founding Software Engineer · Sandbox Wealth
AdvisorsJustin Truong, CFA
Principal · Capricorn Private Investments
Asset ManagersJyoti Prajapati
Family office lead · Stronghold Investment Management
AdvisorsJürgen Kreindl
Austrian Private Co-Leader · PwC India
Service FirmsKanika Mittal
Associate · Evalueserve
TechnologyKaren Chen
AI Lead · Omega Point
TechnologyKaren Heaton
Data Protection Officer · Point
Asset ManagersKarine Szenberg
Executive Vice Chair · Schroders
Platforms & CustodyKartekeya Myadam
Single Largest Promoter Shareholder · Bambino Agro Industries Limited
Service FirmsKasper Hald
Senior Advisor · Hemonto