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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.
3,969 people
Technology
Cade DeNazario Akers
Product Manager, Financial Planning · Orion Portfolio Solutions
Service FirmsCaitlin Hughes
Partner, Financial Consulting · RSM Family Office Dashboard
BanksCaitlin Long
Founder and CEO · Custodia
AdvisorsCaitlin Reynolds
Managing Director, Co-Head of Lazard Family Office Services · Lazard
Platforms & CustodyCaitriona Fay
Managing Partner, Community, Social and ESG Investment · Perpetual
TechnologyCalogero Zarbo
Head of Advanced Computing · Sandbox Wealth
AdvisorsCameron Dawson
Chief Investment Officer (CIO) · Newedge Wealth
Platforms & CustodyCameron Foster
Chief Strategy Officer · GLG
Asset ManagersCameron Gunter
Founder and Co-Chief Executive Officer · PEG Companies
AdvisorsCameron Moser
Financial Advisor, AAMS, AIF · Maestro
Platforms & CustodyCameron Winklevoss
President · Gemini
Platforms & CustodyCamilla Junqueira
Latin America Community Lead · The ImPact
Service FirmsCamilla Taasti
Platform Lead · Hemonto
Platforms & CustodyCandace Kelly
Chief Legal Officer · Stellar
Platforms & CustodyCara Morton
CEO Global Businesses and Operations · Zurich Insurance Group
Platforms & CustodyCarin Pai
EVP and Head of Portfolio Management and Equities · Fiduciary Trust
AdvisorsCarissa Robb
Managing Partner, Banking & Financial Services · SolomonEdwards
Asset ManagersCarl D. Thoma
Founder and Managing Partner · Thoma Bravo
Asset ManagersCarl Drake
Partner and Senior Advisor · Ares Management
Service FirmsCarl Wattrang
Partner · PwC Sweden
Service FirmsCarla Benest
Partner, Jersey · Mourant
Asset ManagersCarlo Venes
Co-Head of Global Client Group; Vice President · Dimensional Fund Advisors
Service FirmsCarlos Eduardo Guaraná Mendonça
Presidente do Conselho de Administração da Companhia Müller de Bebidas · Cia Muller de Bebidas
Service FirmsCarlos de Serpa Pimentel
Partner · Appleby
TechnologyCarly de Diego
Chief Administrative Officer · Advisor Engine: Digital Wealth Management Technology
Service FirmsCarmel Wynkoop
Partner · Armanino
AdvisorsCarol Benz
Partner & Chief People Officer · Cerity Partners
BanksCarol Schleif
Chief Market Strategist, BMO Wealth Management · BMO Bank
TechnologyCarol Seah
CEO & Founder, WYNNES Financial Advisers (client) · Valuefy
BanksCarolyn Donnelly
Managing Director and Chief Client Engagement Officer · CIBC Private Wealth US
Service FirmsCarrie Duncan
Partner, Private Client (London) · Withers
Platforms & CustodyCarrie Hansen
EVP, COO, President- Mutual Funds · AssetMark
AdvisorsCarrie Stindel Hutchcraft
Head of Brand Strategy · Focus Financial Partners
Service FirmsCarrie Z. Michaelis
Director, Private Client and Trust, New York · Goulston & Storrs
TechnologyCarsten Osswald
Head of Asset Management · Etops
Asset ManagersCarter Frank
Co-Head, PEG Hospitality Group · PEG Companies
Asset ManagersCarter Griffin
General Partner · Updata Partners
Asset ManagersCarter Lyons
Co-CEO · Two Sigma
Service FirmsCaryn Young
Partner, Private Client and Tax (New York) · Withers
Service FirmsCarys Whomsley
Managing Director, Head of Digital Risk · Digitalis
Asset ManagersCasey Clark, CFA
President, Rockefeller Global Investment Management · Rockefeller Capital Management
TechnologyCasey Ketterling
Co-Founder & Client Projects · Way2B1
AdvisorsCatarina Roque
Marketing Manager · Alumia
BanksCathal Deasy
Global Co-Head of Investment Banking · Barclays Investment Bank
TechnologyCatherine Chew
Chief Financial Officer · Global Relay
Asset ManagersCatherine L. Newell
General Counsel and Executive Vice President · Dimensional Fund Advisors
Platforms & CustodyCecil Smart
Chief Credit Officer · Percent
Asset ManagersCecile Belaman
Partner · Bain Capital