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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
Asset Managers
Courtney Silverstein
Principal, Brand Marketing, Global Client Solutions · KKR
Asset ManagersCraig Bingham
Chief Financial Officer · PEG Companies
Platforms & CustodyCraig Buick
Co-Chief Executive Officer · Ocorian
AdvisorsCraig Cecilio
Founder · CXC Experience
AdvisorsCraig Decker
Managing Director, Decker Global Wealth Group · Alex Brown
AdvisorsCraig Moser
CFP, CRPC - Financial Advisor / Author · Maestro
Platforms & CustodyCraig Perrin
Managing Director, Enterprise Solutions · Zodia Custody
TechnologyCraig Wietz
President · First Rate
TechnologyCristian Golban
Operations Director · Elysys
Platforms & CustodyCristobal Rubio
Business Development Associate, Sponsorships and Growth · Opus
TechnologyCurtis Evans
Managing Director EMEA · Jacobi
Service FirmsCynthia Brown
Account Manager · FFO
Platforms & CustodyCynthia Tang
Chief Executive Officer · iFAST Hong Kong
BanksCynthia. Tobiano Rozenblum
Deputy Chief Executive Officer · Edmond de Rothschild
AdvisorsCyrus Kapadia
Senior Advisory Role · Lazard Family Office
TechnologyCéline Jeangout
Head of Marketing · Trusted Family
TechnologyD Ritter
Chief Security Officer · Smartleaf Asset Management
TechnologyDj B.
Senior Security Engineer · Trustworthy
TechnologyDainora Jociute
Content Marketing · Viima
Service FirmsDamien Barry
Head of GIDS Asia Pacific, Middle East & Africa · SS&C Global Investor & Distribution Solutions
TechnologyDamola Ogundipe
Managing Director, Plural Policy · SAI360
Platforms & CustodyDan Zilberman
Executive Committee, Global Head of Capital Solutions, Global Co-Head of Financial Services · Warburg Pincus LLC
TechnologyDan Bjerke
President, Digital Wealth · InvestCloud CRM
AdvisorsDan Gimbel
Senior Consultant, Principal · NEPC
Asset ManagersDan Haspel
Managing Director · Golden Gate Capital
Asset ManagersDan Hoevel
Managing Director, Head of Fundraising & Investor Relations · Silver Lake
TechnologyDan Jones
SVP of North America Sales · Eze Castle Integrations (ECI)
Asset ManagersDan Killeen
Partner · Parthenon Capital
Asset ManagersDan Loughlin, CFP®
Wealth Advisor & Founding Partner · Stratos Private Wealth
BanksDan Phillips
Chief Investment Officer, BMO Wealth Management U.S. · BMO Bank
TechnologyDan Reid
Co-founder and CTO · Xceptor
BanksDan Scott
CIO (Chief Investment Officer) · Vontobel
Asset ManagersDan Skaff
Board Chair · ImpactAssets
AdvisorsDan Tobin
Chief Operating Officer · Carson Group
Platforms & CustodyDan Vene
Co-Founder and Managing Partner, Head of Client Solutions · iCapital
AdvisorsDani Fava
Chief Strategy Officer (CSO) · Carson Group
AdvisorsDaniel Applegarth
Chief Financial Officer · Carson Group
TechnologyDaniel Baxter
Head of Portfolio Design · Jacobi
TechnologyDaniel Crosby
Chief Behavioral Officer · Orion Portfolio Solutions
AdvisorsDaniel Gilham
Managing Director of Advisor Strategy · Farther
Service FirmsDaniel Ginsburg
CEO · WTax
Service FirmsDaniel J. Potter
Managing Director, Family Wealth Planning Services · Grant Thornton
TechnologyDaniel Kennedy
CTO & Founder · Asseta
Asset ManagersDaniel Ortega
Associate Wealth Advisor · Stratos Private Wealth
Service FirmsDaniel Pacic
Managing Director, Ogier Global Dubai · Ogier
AdvisorsDaniel Pinto
Partner, CEO Corient EMEA · Corient
AdvisorsDaniel Priest
US Chief AI Officer, PwC US · PwC
AdvisorsDaniel R. Gaugler
We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth