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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
Service Firms
Jayman Prestidge
Managing Partner · Fordham Group
Platforms & CustodyJean Chia 谢佩华
Global Head, Investment & Wealth Solutions (a.i.) · Bank of Singapore, Asia's Global Private Bank
BanksJean Nabaa
Chief Operating Officer · Julius Baer
BanksJean Paul Wong
Executive Director · iFAST
BanksJean-François Abadie
Président · CA Indosuez (Switzerland) SA
AdvisorsJean-Louis Girodolle
Co-Head of Financial Advisory Europe · Lazard
TechnologyJean-Luc Freymond
Founder and CEO · Finartis
TechnologyJean-Manuel Costa
Director · Landytech
TechnologyJean-Marie Mamodesen
Regional Sales Director - Continental Europe (formerly Droit) · FIS
AdvisorsJeannie Seabaugh
Sr. Wealth Advisor · Mercer Advisors
AdvisorsJeb Breece
Principal & Portfolio Manager · Cannell & Spears
Asset ManagersJed Fogdall
Global Head of Portfolio Management · Dimensional Fund Advisors
TechnologyJeevan Lal
Managing Director · Octad Solutions Pte Ltd
Asset ManagersJeevan Patwa
Director and principle officer · Sahasrar Capital
TechnologyJeff Floro
Head of South Asia Sales · Privé
TechnologyJeff Gowen
Chief Financial Officer · Wealthsimple
BanksJeff Hobbs
Director of Fiduciary Services · The Family Office at Synovus
AdvisorsJeff Ladouceur
Director, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJeff Merkle
Senior Partner · Matters Graph (previously GRAPH Strategy USA)
Asset ManagersJeff Nedelman
Co-President and Global Head of Client Business · Carlyle
TechnologyJeff Otto
CMO · Riskified
TechnologyJeff Schmidt
CEO · Eze Castle Integrations (ECI)
Asset ManagersJeff Sheridan
Managing Partner · Overlay Capital
Platforms & CustodyJeff Tiller
VP & Chief of Staff · Gemini
Asset ManagersJeff Wecker
Chief Technology Officer · Two Sigma
Platforms & CustodyJeff Weiner
Chief Operating Officer · Apex Group Ltd
TechnologyJeff Williams
Head of Customer Experience · Omega Point
TechnologyJeff Yabuki
Chairman & Chief Executive Officer · InvestCloud CRM
TechnologyJeffery Hansen
Head of Client Services · AgilLink
TechnologyJeffrey Benfield
Chief Product Officer · SEI
Asset ManagersJeffrey Blomberg
Chief Administrative Officer and General Counsel · Worldquant
AdvisorsJeffrey Hole
Chief Advisory Officer · Focus Financial Partners
AdvisorsJeffrey Ingber
Senior AML & Regulatory Compliance Advisor · Capgemini
AdvisorsJeffrey Levine
Chief Planning Officer · Focus Partners
Service FirmsJeffrey Maron
Trustee Fellow · Skidmore College
Platforms & CustodyJeffrey Mills
Chief Investment Officer · Bessemer Trust
Platforms & CustodyJeffrey Perlman
Chief Executive Officer · Warburg Pincus LLC
Asset ManagersJeffrey Wang
Head of Americas · Amber Group
Service FirmsJehan Jeyaretnam
Senior Director, Head of Compliance Operations · Acuity Knowledge Partners
Service FirmsJen Harrington
Manager of Operations and Compliance · TEAM Risk Management Strategies
Asset ManagersJen Kozicki
Partner and Head of Global Liquid Credit · Ares Management
AdvisorsJen Steele
Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management
TechnologyJennifer Ayers
Advisory Board Member, COO Private Family Office; Former VP OverWatch and Security Response, CrowdStrike · iPaladin Digital Family Office
AdvisorsJennifer Christian Murtie
Partner and Chief Wealth Advisory Officer · Ballentine Partners
Asset ManagersJennifer James
Managing Director, Chief Operating Officer and Head of Investor Relations and Marketing · Thoma Bravo
TechnologyJennifer Lui
Senior Manager of Investor Services · Juniper Square
AdvisorsJennifer Ma
Managing Director · Farther
BanksJennifer Pratt
Senior Vice President & Director of Strategic Services · The Family Office at Synovus