Climate Insiders
you asked for United States. here it is.

494 US family office contacts

Top 10 picksstraight from the sheet

  • Bill AndrakakosPresident & Chief Investment Officer · Aaron Wealth Advisorsba••••••@aaronwealth.com
  • Scott BarchusPartner, Founder + Director of Aldrich Family Office · Aldrich Wealthsb••••••@wealthadvisors.com
  • Steve KleynChief Investment Officer · Aletheian Wealth Advisorssk••••@aletheianadvisors.com
  • Darrell RobertsPresident, Founder, Chief Investment Officer · American Wealth Advisors LLCda••••••@americanwealthadvisors.com
  • Michael RussoPresident And Founder · Argos Wealth Advisors, Llcmr••••@argoswealth.com
  • Bill MarvelManaging Partner · Baldwin Brothers - Wealth Managementbm•••••@baldwinbrothersinc.com
  • Josh SmithChief Investment Officer (CIO) · Capital Wealth Planning, LLCjs••••@capitalwealthplanning.com
  • Heather CfpFounder/ CEO · Castle Wealth Advisorshe•••••@castlewealthadvisors.net
  • Chris OsmondChief Investment Officer · Centura Wealth Advisoryco•••••@centurawealth.com
  • Martin McDermottChief Investment Officer · Conscientia Family Officemm••••••@conscientiafo.com

… and 484 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Skip the $12k data subscription. One sheet, one payment.
  • 492 direct emails out of 494. Almost every row.
  • 108 founders, CIOs and managing partners, plus the VPs who run the desks.
  • City on every row. Plan NYC, SF, Miami, Austin in one go.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90one time · yours forever
+ 9 more lists500200150150150200
1,654 founders · $148M+ raisedwith the investor data behind these lists
They raised from Google Microsoft Accel YCombinator Sequoia
“I don't think we would have been able to close our Series A without Yoann. His network in the climate sector is unparalleled.”
Keiran Whitaker, Founder, Entocycle · $5M Series A
“His extensive network in the climate sector is like a golden ticket to all major funds.”
Jack Zamattio, Founder, Hephaestus Fusion · Pre-seed closed
“Our seed success story is closely tied to Climate Insiders and his exceptional network within the climate tech domain.”
Chern-Hooi Lim, CEO, New Iridium · $2.65M Seed
“Within less than two months he connected us with some of the top investors in the industry.”
Andres Mitnik, Founder, Strong By Form · Seed, 10 investors
Europe

500 European family office contacts

Top 10 picksstraight from the sheet

500 in the full list
  • Petr TmejCo-Founder & CEO · Comfort Zone Investments a.s.pe••••••@comfortzoneinvestments.com
  • Martin RasmussenCo-Founder & CIO · Dovehouse Capitalma••••••@dovehousecapital.com
  • Soren RumpFounder And Member Of The Board Of Directors · Global Evolutionru•••@globalevolution.com
  • Ari MakinenChief Investment Officer · B10 Family Officear••••••@b10.fi
  • Aatu PulkkinenChief Executive Officer, Founder · Evon Capitalaa••••••@evon.fi
  • Mathieu LemesleManaging Partner · Financière Monceauml••••••@financiere-monceau.com
  • Hans SchouwerFounder & Managing Director · Accuro Wealth AdvisorsAntwerpen, Belgium
  • Colette PlasmanCo-Founder · E-Spring CapitalDeurne, Belgium
  • Jon LieberkindFounder And Co-Ceo · GrandhoodKoege, Denmark
  • Daniel ZenatyFounder & CEO · AVIRE financeVaureal, France

… and 490 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Skip 40 hours of LinkedIn scraping. 500 names, done.
  • 402 direct emails. Not info@, the person.
  • Partners, CIOs and founders. The people who can say yes.
  • Sorted by region, so you book a trip, not a campaign.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
United Kingdom

200 UK family office contacts

Top 10 picksstraight from the sheet

200 in the full list
  • Edward HarrisManaging Partner - Americas · Holborn Assets LLCed••••••@holbornassets.com
  • Calin NechiforRegistered Investment Advisor (RIA) & Certified Genealogist | Managing Partner · OPES Family Officeca••••••@opes.boutique
  • Andrew GouldPartner & Co-Founder · AGP Sustainable Real Assetsan••••••@agpgroup.com
  • Leah BramwellDirector and Chief Investment Officer · Cantab Asset Managementle••••••@cantabam.com
  • Stephen ZinserCo-Founder And Chief Executive Officer · Roxbury Asset Managementsz•••••@roxbury-am.com
  • Mark PearsonFounder & Managing Partner · Fuel Venturesma•••@fuel.ventures
  • Xander SavenbergFounder and CIO · Bastion Asset Managementxa••••••@bastionam.io
  • Chris NisbetFounder/Director · SEIS Match Ltdch•••@seismatch.co.uk
  • Craig PetersonCo Founder & Chief Operating Officer · Growth Capital Venturescr••••••@growthcapitalventures.co.uk
  • Adarsh RadiaCo-Founder · WiderpoolLiphook, United Kingdom

… and 190 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • London in one sheet. 200 names, most within two postcodes.
  • 101 direct emails, 120 LinkedIn profiles.
  • Partners, CIOs, founders. Not assistants, not info@.
  • Book three days of coffees, not three months of emails.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
DACH

150 DACH family office contacts

Top 10 picksstraight from the sheet

150 in the full list
  • Joern HersethFounder · EichenFelsjo••••••@eichenfels.com
  • Juergen BrandCo-Founder & CEO · ERNST & CIE AGju••••••@ernstundcie.de
  • Matthias WilrichCEO & Co-Founder · EterniTeamma••••••@eterniteam.de
  • Gerhard MichelChief Investment Officer · Fiorikge••••••@fiorik.de
  • Senol AdemovCIO/CTO · Hansen & Heinrich AGse••••••@hansen-heinrich.de
  • Dominic KahreFounder · Kahre Groupdo••••••@kahregroup.com
  • David LiebigGeschäftsführer / Founder · Lonepike Beteiligungen GmbHda••••••@lonepike.de
  • Bjarne MakowkaFounder & CEO · Qbabobj••••••@qbabo.com
  • Ulrich RadlmayrManaging Partner · RCP Groupul••••••@rcp-invest.com
  • Dirk KanngiesserCo-founder TU capital · TU capitaldi••••••@tu-capital.com

… and 140 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Zurich, Munich, Hamburg, Basel, Geneva. One sheet.
  • 143 direct emails out of 150. Almost every row.
  • Industrial families and private banks' alumni, by name.
  • Country on every row. Go one market at a time.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
Nordics

150 Nordic family office contacts

Top 10 picksstraight from the sheet

150 in the full list
  • Martin RasmussenCo-Founder & CIO · Dovehouse Capitalma••••••@dovehousecapital.com
  • Soren RumpFounder And Member Of The Board Of Directors · Global Evolutionru•••@globalevolution.com
  • Ari MakinenChief Investment Officer · B10 Family Officear••••••@b10.fi
  • Aatu PulkkinenChief Executive Officer, Founder · Evon Capitalaa••••••@evon.fi
  • Saku SairanenCo-Founder · Fundcosa••••••@fundco.fi
  • Andreas StangManaging Partner · Cenzia ASan••••••@cenzia.no
  • Oskar BakkevigFounder and CEO · Holmen Fondsforvaltning ASos••••••@holmenfond.no
  • Lars AadnesenChief Investment Officer · NORCAP ASla••••••@norcap.no
  • Jon LieberkindFounder And Co-Ceo · GrandhoodKoege, Denmark
  • Christer TunoldCo-Founder · X Capital ASAal, Norway

… and 140 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • The region where cold email still gets replies.
  • 127 direct emails, 148 of 150 on LinkedIn.
  • Shipping, energy and forestry families, by name.
  • Sweden, Denmark, Norway, Finland, Iceland. Labelled.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
France + Benelux

150 France and Benelux family office contacts

Top 10 picksstraight from the sheet

150 in the full list
  • Mathieu LemesleManaging Partner · Financière Monceauml••••••@financiere-monceau.com
  • Anthony WatineCo-founder · Keepers - Family Officean••••••@keepersfamily.com
  • Alexandra MartelFounder & Chairman · Stark Investmentsam•••••@starkgroup.co
  • Emmanuel LebeauExecutive Managing Partner · FI&FOem••••••@fifo.lu
  • Olaf KordesFounder · Korafin SASol••••••@korafin.com
  • Joris BoonManaging Partner · Walvis Participatiesjo••••••@walvis.com
  • Hans SchouwerFounder & Managing Director · Accuro Wealth AdvisorsAntwerpen, Belgium
  • Colette PlasmanCo-Founder · E-Spring CapitalDeurne, Belgium
  • Daniel ZenatyFounder & CEO · AVIRE financeVaureal, France
  • Djamal GaroudFounder & Principal · Garoud Capital PartnersLeudelange, Luxembourg

… and 140 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Paris, Brussels, Luxembourg, Amsterdam. 150 names.
  • 87 direct emails, 97 LinkedIn profiles.
  • Founders and managing partners of the family offices themselves.
  • 25 in and around Paris. Book the week.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
Asia-Pacific

200 Asia-Pacific family office contacts

Top 10 picksstraight from the sheet

200 in the full list
  • Sanjay GuglaniChief Investment Officer · Silverdale Capital Pte Ltdsa••••@silverdalegroup.com
  • Peng OngManaging Partner · Monk's Hill Venturespe••••••@monkshill.com
  • Yan MarchinskiyCo-Founder · YTWO Investment Fundya•••@y2.finance
  • Wei HopemanCo-Founder and Managing Partner · Arbor Ventureswh••••••@arborventures.com
  • Herwig HoveCEO & Founder · VAHOCAhe••••@vahoca.com
  • Thierry PanafieuCo-Founder and Managing Partner · Shift4Goodth•••••@shift4good.com
  • Michel RijkCo-Founder · 19Voltmi••••@19volt.com
  • Joel LouCo-Founder · Blue Cloud Venturesjl•••@bluecloudventures.com
  • Belle QuekFounder & CEO · BAQ Capital Partnersbe•••@baqcapital.com
  • Shaun HonFounder and General Partner · Motion Venturessh•••@motionventures.io

… and 190 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Singapore, Hong Kong, Australia. The fastest-growing FO hub on earth.
  • 186 direct emails out of 200.
  • CIOs and managing partners. The people who allocate.
  • Country and city on every row. Send at 8am their time.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
Canada + LatAm

150 Canada and Latin America family office contacts

Top 10 picksstraight from the sheet

150 in the full list
  • Alan NaemCEO & Managing Partner · OFIR Multi Family Officeal•••@ofirmfo.com
  • Sergio Trigo PazCIO & Head of Emerging Markets Fixed Income · UBP - Union Bancaire Privéese••••••@ubp.com
  • Marcus MacedoChief Investment Officer · Andbankma••••••@andbank.com.br
  • Renato WidmerCIO · Aurum Wealth Managementre••••@aurumwm.com.br
  • Marco MecchiCIO · Azimut Brasil Wealth Managementma••••••@azimutwealth.com.br
  • Natan EpsteinCIO · Beacon Foundersna•••@beaconfounders.com
  • Dennis KacPartner | CIO Brasil · Brainvest Brasilde••••@brainvest.com
  • Jorge BenitezCIO Single Family Office · Single Family Officejo•••@singlefamilyoffices.com
  • Norberto Montenegro AlvaradoDirector Investment Banking · Rothschild & Cono••••••@rothschildandco.com
  • Eddie AngusPrincipal, Private Debt · Nicola Wealthea••••@nicolawealth.com

… and 140 more with the full emails and LinkedIn.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • The Americas outside the US. Nobody else has this sheet.
  • 125 direct emails, LinkedIn on every row.
  • Toronto, Sao Paulo, Mexico City, Bogota, Santiago, by name.
  • CIOs and partners. Warm-intro ready.
  • Wrong row? Reply, I fix it. Free, forever.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
For fund managers

366 LPs, funds of funds and allocators

Top 10 picksstraight from the sheet

366 in the full list
  • Magnus SkåningerCEO (VD) · Saminvestma••••••@saminvest.se
  • Céline VaessenChief Investment Officer · SFPIM (Belgian Federal Holding and Investment Company)Brussels, Belgium
  • Agnès NahumManaging Partner · Access Capital PartnersParis, France
  • Joe SchorgeManaging Partner · Isomer CapitalLondon, United Kingdom
  • Michael KimFounder · Cendana CapitalSan Francisco, United States
  • Kola OlofinbobaManaging Partner · Fairview Capital PartnersWest Hartford, United States
  • Dries CrevitsPartner (direct and fund investments) · KorysBelgium
  • Robin MurrayPartner & Head of Venture Growth Investments · Adams Street PartnersMenlo Park, United States
  • Jessica HolseyManaging Director, Private Equity Investments · GCM GrosvenorNew York, United States
  • Amanda OuterbridgeManaging Director · HarbourVest PartnersBoston, United States

… and 356 more with the full names, firms and roles.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • The people who write checks into funds. 366 of them.
  • 90 fund-of-funds decision makers at 31 firms.
  • 179 active venture LPs across the US and Europe.
  • 97 family office allocators who back emerging managers.
  • Names, firms and exact roles. Find the mutual, get the intro.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
Climate VCs

470 climate tech VC funds

Top 10 picksstraight from the sheet

470 in the full list
  • World FundEurope · Seed, Series A, Series BEnergy, Food and agritech, Manufacturing and circular economy, Transport and mobility
  • Planet A VenturesEurope · Seed, Series AEnergy & Heat, Transportation & mobility, AgTech, Food & Forestry, Industrial manufacturing, Buildings & materials, Water, Sewage & Waste
  • Extantia CapitalEurope, UK, Israel · Seed, Series ACliamte Tech
  • Pale Blue DotEurope, US · Pre-seed, SeedEnergy, Food and agritech, Manufacturing and circular economy, Transport and mobility
  • Norrsken VCEurope · Seed, Series A, Series BEducation, Energy, Financial inclusion, Food and agritech, Health and femtech, Inclusion and diversity, Manufacturing and circular economy, Transport and mobility
  • Energy Impact PartnersEurope, North America · Series A, Series B, Series CEnergy, Mobility, Industry, Buildings, Circularity, Ag
  • 2150Europe, US, Canada · Seed, Series AEnergy, Food and agritech, Manufacturing and circular economy, Transport and mobility
  • Lowercarbon CapitalGlobal · Seed, Series A, Series BEnergy, Food and agritech, Manufacturing and circular economy, Transport and mobility
  • Breakthrough Energy VenturesUS · Seed, Series A, Series BEnergy, Food and agritech, Manufacturing and circular economy, Transport and mobility
  • DCVCSeed

… and 460 more with the full details.

$90one time · yours forever

Stripe checkout. Card, Apple Pay, Google Pay. Airtable + Excel by email in 2 minutes, receipt and invoice included.

what you get
  • Every active climate fund we track. 470 of them.
  • Stage on 416 funds, sector on 274, ticket size on 177.
  • Lead or follow, marked for 182 funds.
  • Filter to the 15 that fit you in five minutes.
  • The directory behind Climate Insiders, updated as funds close.
  • Excel + Airtable in your inbox in 2 minutes. Yours for good.
$90 one time · yours forever
the full list

494 rows. The first 20 in full, the rest unlock when you buy.

#NameTitleFirmCountryEmailLinkedIn
1Bill AndrakakosPresident & Chief Investment OfficerAaron Wealth AdvisorsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
2AWShawn ClarkManaging Partner And Wealth AdvisorAccredited Wealth ManagementUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
3Scott BarchusPartner, Founder + Director of Aldrich Family OfficeAldrich WealthUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
4Steve KleynChief Investment OfficerAletheian Wealth AdvisorsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
5Darrell RobertsPresident, Founder, Chief Investment OfficerAmerican Wealth Advisors LLCUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
6Tucker BixbyManaging Partner, New EnglandArete WealthUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
7Michael RussoPresident And FounderArgos Wealth Advisors, LlcUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
8AFArthur KulickManaging PartnerASI Family OfficeUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
9Doug CoudenChief Investment OfficerBakerAvenue Wealth ManagementUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
10Bill MarvelManaging PartnerBaldwin Brothers - Wealth ManagementUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
11BPChris BradyFounder & CEOBLVD Private Wealth, LLCUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
12Pete KnoerVice President - Investments, Financial AdvisorBogart WealthUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
13Stephen PerryExecutive Vice PresidentBoyd Watterson Asset ManagementUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
14BOPeter KimChief Investment OfficerBrandywine Oak Private WealthUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
15BPPaul MichalowskiCo-Founder, Co-President and COOBrenton Point Wealth Advisors LLCUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
16Tim BrownPresidentBrown Wealth ManagementUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
17BWDavid WolfChief Executive OfficerBsw Wealth PartnersUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
18Josh SmithChief Investment Officer (CIO)Capital Wealth Planning, LLCUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
19Heather CfpFounder/ CEOCastle Wealth AdvisorsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
20Juan RodriguezPresident And Chief Executive Officer And Financial AdvisorCedar Valley Wealth Management, IncUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
21COChris LastnameChief Investment OfficerFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
22JHJim SurnameChartered Financial Analyst (CFA) and Founder & Managing PartnerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
23JCJohn FamilynamePresidentPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
24RRRoger NamePartner And Co-FounderFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
25CJChad LastnamePresident And Ceo, Managing PrincipalHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
26PSPaul SurnameFounding Principal & CEOFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
27MMMartin FamilynameChief Investment OfficerCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
28KKKevin NameChief Investment OfficerPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
29PMPeter LastnameFounder, Managing Partner and Chief Strategic OfficerFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
30ELErik SurnameChief Investment Officer | PrincipalHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
31MCMichael FamilynameManaging Partner, Co-FounderFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
32RPRyan NameChief Executive OfficerCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
33MSMitchel LastnameChief Investment Strategist, Senior Portfolio ManagerPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
34DPDaniel SurnameChief Investment OfficerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
35DSDavid FamilynameChief Investment OfficerHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
36MAMichael NameDirector, Chairman, Investment Management CommitteeFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
37GHGreg LastnamePresidentCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
38DHDaniel SurnameOwner & PresidentPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
39MPMichael FamilynameChief Executive OfficerFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
40BLBrian NameChief Investment OfficerHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
41MDMark LastnameCEO & Managing DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
42BPBlake SurnameFounder and Managing PartnerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
43JWJim FamilynameVice President & Trust OfficerPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
44TFTed NameChairman & Chief Investment OfficerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
45AGAnthony LastnameManaging PartnerHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
46SDSusan SurnameChief Executive OfficerFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
47PLPaul FamilynamePRESIDENTCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
48MOMichael NameFounder, Merlin Capital Llc; Chief Investment OfficerPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
49JSJeff LastnameCEOFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
50LKLarry SurnameChief Investment Officer & PrincipalHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
51RMRyan FamilynameFinancial Advisor, Senior Vice PresidentFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
52MOMichelle NameWealth Advisor, Founder & CEOCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
53LCLeslie LastnamePresident and CEOPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
54WDWoody SurnamePresident, PartnerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
55RWRobert FamilynameChief Investment OfficerHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
56CHCraig NamePresidentFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
57JGJack LastnamePresident/CEOCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
58EDEthan SurnameChief Investment OfficerPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
59PRPaul FamilynameCEOFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
60CRCraig NamePresident And Chief Operations OfficerHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
61CSCarson LastnamePresident and Co-COOFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
62PFPeter SurnameCo-Founder & DirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
63SDSherri FamilynameFounder, Co-CEOPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
64SBScott NameChief Executive OfficerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
65RKRyan LastnameCEO, Investment Counselor, Portfolio ManagerHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
66BGBrent SurnameChief Executive OfficerFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
67GSGary FamilynamePresident and Chief Investment OfficerCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
68TSTanisha NamePresident and CEOPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
69ABAndrew LastnameChief Investment OfficerFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
70CMCharles SurnameCEO and Chief Investment OfficerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
71TDTodd FamilynameChief Executive OfficerFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
72SRScott NameChief Investment OfficerCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
73SCSteven LastnameCEOPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
74DCDavid SurnamePresident, Wealth Enhancement Trust ServicesFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
75BGBrandon FamilynameManaging Partner/Wealth AdvisorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
76THTravis NamePresident/CEOFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
77AAAdam LastnamePresident and Chief Compliance OfficerCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
78JBJames SurnamePresident And Chief Investment OfficerPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
79MKMark FamilynameSenior Wealth Advisor Managing PartnerFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
80RQRyan NameVice President Financial PlanningHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
81PHPaul LastnameVice President, TradingFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
82RNRachelle SurnameVice PresidentCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
83THTony FamilynameRegional Vice President, Partner ProgramsPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
84MMMichael NameSenior Vice President / PartnerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
85FKFred LastnameSenior Vice PresidentHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
86DGDaniel SurnameSenior Vice PresidentFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
87CGConor FamilynameAssistant Vice President - AdvisorCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
88RBRobert NameSenior Vice President / Financial AdvisorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
89PWPaul LastnameVice President - Financial AdvisorFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
90RJRichard SurnameVice President / PartnerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
91BCBenjamin FamilynameManaging PartnerFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
92AHAllyn NameCo-founderCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
93GSGary LastnameSenior Vice President, Financial AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
94SPSteve SurnameSenior Vice President, Financial AdvisorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
95DFDan FamilynameVice PresidentHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
96DHDouglas NameDeputy Chief Investment OfficerFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
97CAConner LastnameVice President, AdvisorCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
98TGThomas SurnameVice President, Investment ManagementPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
99ESEdward FamilynameSenior Vice President Financial AdvisorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
100ECEmily NameAssistant Vice President | Senior Marketing StrategistHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
101ATAndrew LastnameSenior Vice President, Financial AdvisorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
102LMLiz SurnameVice President and PartnerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
103AWAndrew FamilynameFounder & Chief Investment OfficerPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
104CZClay NameVice President / PartnerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
105BWBrian LastnameVice President/Fee Only Wealth AdvisorHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
106PJPeter SurnameSenior Vice PresidentFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
107JFJoy FamilynameAssistant Vice President TradingCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
108JBJeffrey NamePresident/CEOPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
109NHNoah LastnameCo-Chief Investment Officer & Head of Capital MarketsFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
110JPJames SurnameManaging PartnerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
111TSTenielle FamilynameVice President, Wealth StrategiesFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
112HTHaley NameVice President, Client AdvisorCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
113GHGary LastnameManaging Partner/Senior Financial AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
114SRScott SurnameVice President Financial AdvisorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
115JMJacqueline FamilynameVice President, Financial AdvisorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
116MCMichael NameSr. Vice PresidentFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
117KCKevin LastnameSenior Vice PresidentCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
118ADAlison SurnameVice President, Chief Compliance OfficerPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
119IBIsaac FamilynamePresidentFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
120NRNathan NameVice PresidentHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
121ZNZach LastnameVice President, Financial AdvisorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
122COCooper SurnameVice President, Financial AdvisorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
123JJJared FamilynameVice President, AdvisorPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
124ABAmanda NameVice President, Wealth AdvisorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
125BWBrooke LastnameVice PresidentHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
126MHMatt SurnameVice President, Advisor ServicesFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
127MWMelissa FamilynameAssistant Vice President, Talent Acquisition PartnerCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
128JRJudi NameVice President - Financial AdvisorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
129DHDaniel LastnameVice President - M&A Integration ManagementFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
130HKHeather SurnameAssistant Vice President, Senior Marketing SpecialistHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
131TPTony FamilynameVice President Financial AdvisorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
132KLKen NameVice President Financial AdvisorCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
133BRBrandon LastnameVice President | Financial AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
134ACAustin SurnameVice President, Wealth Planning Tools Product OwnerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
135TSThomas FamilynameManaging PartnerHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
136BSBill NameVice President & Wealth AdvisorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
137SPSharon LastnameVice PresidentCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
138FTFabienne SurnameWealth Advisor - Vice PresidentPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
139NNNicole FamilynameVice President, Wealth AdvisorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
140PFPaul NameAssociate Vice President, Options PortfoliosHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
141CCClint LastnamePartner, Senior Vice President, CFPFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
142PSPeter SurnameVice President, Financial AdvisorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
143MBMark FamilynameExecutive Vice President, Head of DistributionPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
144BCBrett NameVice President, Financial AdvisorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
145MWMatt LastnameSenior Vice PresidentHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
146DPDebbie SurnameSenior Vice President, CFP, MBAFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
147JLJarrett FamilynamePresident and COOCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
148JLJoshua NameVice President, AdvisorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
149RCRobert LastnameSr Vice PresidentFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
150OROliver SurnameAssistant Vice President, Operations ManagerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
151FSFrancis FamilynameSenior Vice PresidentFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
152AMAshish NameAssistant Vice President, Portfolio ManagerCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
153AMAni LastnameSenior Vice President, Growth Operations & Product ManagementPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
154DLDan SurnameVice PresidentFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
155EGEric FamilynameChief Investment StrategistHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
156CDCaroline NameWealth Advisor, Assistant Vice PresidentFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
157MSMatt LastnameVice President, FinanceCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
158THTim SurnameSenior Vice President, Financial AdvisorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
159JFJohn FamilynameManaging Partner/FounderFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
160BCBill NameSenior Vice PresidentHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
161NCNell LastnameFinancial Advisor, Vice PresidentFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
162ESEmily SurnameVice President | National Director, Ultra-High Net Worth Growth & Innovation InitiativesCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
163TCTheo FamilynameVice PresidentPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
164EOElizabeth NameVice President, Head of Marketing Operations & TechnologyFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
165RSRonald LastnameCEO & Chief Investment OfficerHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
166TOTimothy SurnameSenior Vice President and Portfolio ManagerFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
167MMMallory FamilynameVice President | Wealth AdvisorCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
168TBTed NameSenior Vice President, Financial AdvisorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
169CTChris LastnameSenior Vice PresidentFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
170ARAaron SurnameSenior Vice President, Financial AdvisorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
171BBBrandon FamilynameVice President; Operational Risk ManagerFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
172LWLauren NameVice President | ManagerCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
173LKLauren LastnameVice President - Senior Wealth AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
174CPCarson SurnameVice PresidentFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
175JKJohn FamilynameChief Investment OfficerHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
176TKTin NameVice President - Head of Investment RiskFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
177EOEddie LastnameVice President | ManagerCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
178EHElizabeth SurnameVice President of Client AdministrationPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
179MCMichael FamilynameSr. Vice PresidentFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
180BSBrad NameVice PresidentHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
181EGErin LastnameAssistant Vice PresidentFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
182ADAdam SurnamePortfolio Manager, Senior Vice PresidentCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
183MDMatthew FamilynameVice PresidentPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
184RHRay NameSenior vice President, financial PlanningFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
185RFRichard LastnameSr. Vice President, Financial AdvisorHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
186JFJill SurnamePresident & CEOFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
187HCHeather FamilynameSenior Vice President People and CultureCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
188JCJustin NameCo-Founder And Managing PartnerPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
189JWJacob LastnameSenior Vice President | MidwestFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
190OKOren SurnamePartner, President And Chief Operating OfficerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
191MCMichael FamilynameVice President, Financial AdvisorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
192PKPatricia NameVice President - ResearchCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
193BBBrent LastnameFounder & Chief Executive OfficerPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
194AGAlex SurnameVice President Financial AdvisorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
195HSHannah FamilynameVice President, Client AdvisorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
196BOBrian NameVice President | Client AdvisorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
197BSBernie LastnameSenior Vice President, Financial AdvisorCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
198RSRachel SurnameClient Advisor | Assistant Vice PresidentPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
199DEDawn FamilynameSenior Vice President, Business Process OptimizationFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
200AHAndrew NamePresident, Wealth Enhancement Trust ServicesHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
201PWPeg LastnameSr. Vice President/PartnerFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
202GWGreg SurnameSenior Vice PresidentCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
203TKTerry FamilynameSenior Vice PresidentPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
204TFTodd NameSenior Vice President / PartnerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
205RBRick LastnameVice President/PartnerHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
206MGMarta SurnameManaging Director, Philanthropy Services & Mission Aligned InvestingFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
207JCJohn FamilynamePartnerCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
208EREric NameManaging DirectorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
209JHJoe LastnameManaging Director, Wealth StrategiesFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
210MGMadison SurnameRelationship Associate And PartnerHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
211MWMark FamilynameManaging DirectorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
212BBBerton NameManaging DirectorCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
213SCSteve LastnameManaging DirectorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
214CWChris SurnamePartner, Portfolio ManagerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
215NTNancy FamilynameManaging DirectorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
216KOKirby NamePartner & Managing MemberFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
217DLDavid LastnameSenior PartnerCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
218RBRyan SurnameManaging DirectorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
219SGStephen FamilynameManaging Director/Financial AdvisorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
220JLJana NamePartner And Chief Operating OfficerHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
221BWBrandy LastnameManaging DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
222TGTheresa SurnameManaging DirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
223APAdam FamilynameDirector Of Portfolio Strategy And PartnerPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
224GBGina NameManaging DirectorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
225GSGrant LastnameManaging DirectorHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
226CMChristopher SurnameManaging DirectorFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
227KDKimberly FamilynameManaging DirectorCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
228MEMichael NameSr. Managing DirectorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
229BMBruce LastnameManaging DirectorFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
230BMBrian SurnameManaging DirectorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
231DMDebi FamilynameManaging Director of Partnership IntegrationFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
232WCWilton NameHead of Investment Operations, North AmericaCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
233DCDennis LastnameManaging Director, SoutheastPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
234HLHalley SurnamePrincipal, National Managing Director, Head Defined ContributionFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
235JLJay FamilynameManaging Director | Principal, Private Wealth AdvisorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
236KMKim NameManaging DirectorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
237ASAdam LastnameSenior Managing Director, SVP, Head of Nashville Private Wealth, Co-Lead Sports & EntCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
238DFDouglas SurnameManaging DirectorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
239KMKyle FamilynameManaging Director, Mergers & AcquistionsFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
240WTWayne NameManaging Director and Investment AdvisorHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
241MAMartin LastnameManaging DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
242DBDavid SurnameManaging DirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
243FMFrancis FamilynameSenior Managing DirectorPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
244SDSean NameManaging DirectorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
245BHBowman LastnameManaging DirectorHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
246JPJohn SurnameManaging DirectorFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
247SDStephen FamilynameRegional Director And PartnerCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
248KCKevin NameManaging DirectorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
249DLDonald LastnameManaging DirectorFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
250NRNed SurnamePartner and Managing MemberHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
251DMDarren FamilynameManaging DirectorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
252SSScott NameManaging Director Asset ManagementCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
253JYJoshua LastnameWealth Advisor, Managing DirectorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
254JMJim SurnameManaging Director - Head of MarketingFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
255SRSarah FamilynameVP, Head of Creative and Brand ManagementHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
256SPStella NameSenior Managing Director- Head of Investor RelationsFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
257EDEvan LastnameRegional Senior Managing DirectorCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
258DHDave SurnameManaging Director and Wealth AdvisorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
259MCMichael FamilynamePartnerFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
260JTJustin NameManaging DirectorHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
261GMGene LastnameSenior Investment Strategist-Managing DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
262AVAdrian SurnamePartner And Chief Financial OfficerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
263BFBrian FamilynameHead of Trading / Associate Portfolio ManagerPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
264AFAlex NameManaging Director, Investment Advisor & Wealth PlannerFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
265ASAdrianna LastnamePartner, Investment Advisor,Heritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
266SCSusanne SurnameSenior Managing Director AssociateFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
267BPBrian FamilynameManaging DirectorCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
268JPJack NameManaging Director / Financial Advisor / Member OwnerPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
269MYMindy LastnameSVP & Managing DirectorFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
270BSBonnie SurnameManaging Director, Senior Wealth AdvisorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
271MCMatthew FamilynameManaging Director of Wealth Advisory/Partner at EP Wealth AdvisorsFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
272PBPaul NameManaging Director, SVP - Financial AdvisorCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
273TMTory LastnameFinancial Advisor/Managing DirectorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
274AGAlona SurnameManaging Director, Senior Investment StrategistFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
275ACAlexandra FamilynameVP | Director, Head of National Event StrategyHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
276LHLeah NameManaging DirectorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
277PEPatrick LastnamePartner And Head Of ResearchCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
278RDRobert SurnameDirector, Senior Portfolio ManagerPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
279ABAnne FamilynameSenior National Director, Bernstein Family Engagement ServicesFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
280DSDrew NameManaging PrincipalHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
281JCJonathan LastnameRegional DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
282PFPete SurnameDirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
283GGGregg FamilynameManaging Principal and Porfolio ManagerPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
284MSMatthew NameWealth Advisor, Director of Financial PlanningFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
285CBCary LastnameDirector of InvestmentsHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
286EREd SurnameManaging PrincipalFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
287SHSally FamilynameSenior Wealth Advisor And Director Of OperationsCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
288MGMichael NameWealth Advisor and Director of InvestmentsPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
289JDJoseph LastnamePrincipalFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
290VSVadim SurnameExecutive DirectorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
291SNSteve FamilynameDirector/Financial AdvisorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
292DGDan NamePrincipalCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
293MAMadison LastnameAssociate DirectorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
294DADominic SurnameRegional Director, AdvisoryFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
295NKNicole FamilynameDirector, Senior Wealth Advisor, CFP®Heritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
296AMAnne NameDirector of Financial PlanningFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
297JMJennifer LastnameDirector Of OperationsCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
298KPKyle SurnameWealth Advisor & PrincipalPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
299HJHeidi FamilynameBusiness Process Optimization Director| Wealth StrategiesFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
300HMHilary NameSenior Director, Integrated MarketingHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
301BHBrandon LastnameDirector - Sales ConsultingFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
302BCBill SurnameDirector, Retirement Plan ConsultingCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
303KDKara FamilynameAssociate Director, Client SolutionsPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
304JDJamie NameDirectorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
305KBKimberly LastnameSenior Director of OperationsHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
306DWDana SurnameDirectorFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
307SMSteve FamilynamePrincipalCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
308TFTyler NameDirectorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
309MOMark LastnameDirector, Investment Adviser ComplianceFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
310BRBetsy SurnameDirector, Senior Wealth AdvisorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
311KHKelsey FamilynameAssociate Director of Business SolutionsFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
312JVJeff NameAssociate Regional DirectorCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
313CKCraig LastnamePrincipal, Wealth AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
314ABAnthony SurnameDirectorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
315AMAaron FamilynamePrincipalHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
316JTJoseph NameAssociate Director, Asset AllocationFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
317DCDavid LastnamePrincipalCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
318HMHolly SurnameWealth Advisor, PrincipalPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
319TRTara FamilynameDirectorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
320JGJulie NameOperations DirectorHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
321ARAlfonso LastnameAssociate DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
322JMJamie SurnamePrincipal, Wealth AdvisorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
323CGCorey FamilynameDirector Of Financial PlanningPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
324KGKen NameDirector of OperationsFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
325CPChristin LastnameDirector of MarketingHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
326ZKZubair SurnameDirector of Wealth Advisory ServicesFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
327SDScott FamilynameSenior Director, Portfolio Management and Investment ResearchCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
328KSKenneth NameWealth Advisor & PrincipalPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
329RMRyan LastnamePrincipal | Advisor to Business Owners | Entrepreneurs | Corp. Executives | Family OfficesFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
330SRScott SurnameDirector Of Marketing And Client ServiceHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
331NSNick FamilynameDirector of OperationsFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
332PSPaul NameDirector, Fixed IncomeCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
333PRPeter LastnamePrincipal, Relationship ManagerPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
334LHLauren SurnameDirectorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
335MHMelissa FamilynameExecutive DirectorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
336RMRicardo NameDirector of Planning and InvestmentsFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
337RCRyan LastnameRegional DirectorCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
338PEPeter SurnameSenior National Director/SVP - Managed Account Solutions and RiskPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
339JHJean FamilynamePrincipal- Financial Advisor-CDFA ®ï¸Family Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
340LCLisa NameSr. Director of OperationsHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
341AKAlex LastnameDirector, AcquisitionsFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
342TMTom SurnameRegional DirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
343PSPeter FamilynameDirector, Compliance CommunicationsPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
344BSBenjamin NamePrincipalFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
345DBDaren LastnameIT DirectorHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
346ELEvan SurnamePrincipal, Wealth AdvisorFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
347CJChristine FamilynameMarketing DirectorCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
348EMErin NameDirectorPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
349JHJennifer LastnamePrincipalFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
350ZGZach SurnamePrincipalHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
351HCHeather FamilynameDirector of People OperationsFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
352KRKatrina NameDirector, Marketing Technologist and Digital Client ExperienceCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
353NPNici LastnameDirector of Product, Wealth SolutionsPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
354RBRoxanne SurnameDirectorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
355JLJamie FamilynameDirector Of Data IntelligenceHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
356BSBart NameDirectorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
357JLJennifer LastnameDirector Of Financial PlanningCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
358DBDonna SurnameCorporate Administration DirectorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
359KGKevin FamilynamePrincipalFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
360MPMarty NameFinancial Advisor | Director of Investment StrategyHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
361ABAndrew LastnameDirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
362DBDaniel SurnameDirector, Wealth Strategies GroupCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
363JKJeff FamilynamePrincipalPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
364KPKaren NameDirector Of OperationsFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
365IZIan LastnamePrincipalHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
366TTTread SurnamePortfolio Manager & PrincipalFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
367JKJimmy FamilynameDirector, Data Sourcing And StrategyCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
368KPKaren NamePrincipalPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
369JGJennifer LastnameDirector - Wealth Strategies GroupFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
370EGEmily SurnamePrincipal, Private Wealth AdvisorHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
371RFRiley FamilynameDirector, West Region - RIA/Family Office/Bank TrustFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
372DCDayne NamePrincipalCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
373JLJohann LastnameDirector of Integration ManagementPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
374SIScott SurnameRegional DirectorFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
375EFErin FamilynameDirector Of OperationsHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
376DWDarcy NameDirector, Talent Strategic InitiativesFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
377CSChristine LastnameDirector of Wealth Advisory ServicesCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
378BLBrendan SurnameDirector, Portfolio SolutionsPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
379CBChadwick FamilynameDirector And External WholesalerFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
380MGMartin NamePrincipalHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
381JMJames LastnameSenor Director, Capital Improvements, TruAmerica MultiFamily, San DiegoFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
382SYSophia SurnamePrincipal Technical Program ManagerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
383MKMatt FamilynameDirector Of Advisor InnovationPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
384CSChristine NameDirector of Operations and ComplianceFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
385KAKevin LastnameInvestment Director At Ep Wealth AdvisorsHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
386KSKylie SurnameDirector, Integrations SpecialistFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
387RJRichard FamilynamePrincipalCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
388NHNaomi NameDirector, Retirement Plan ServicesPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
389GKGreg LastnameAssoc. Director DistributionFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
390TITroy SurnameVP / Director, Business StrategyHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
391HDHadley FamilynameTeam Operations DirectorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
392HCHerbert NameDirector of Investment Manager ResearchCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
393EGErica LastnameDirector of Advisor Talent ExcellencePrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
394CKCatherine SurnameAssociate Director, Strategic Marketing And CommunicationsFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
395AGAngelica FamilynameTax DirectorHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
396JCJoel NameAssociate DirectorFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
397HRHeather LastnameProduct Development & ESG Associate DirectorCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
398KNKrista SurnameClient Experience Operations DirectorPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
399SFScott FamilynameBusiness Development DirectorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
400RBRyan NamePrincipalHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
401NSNoah LastnamePrincipalFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
402PAPeter SurnameDirector, Business Development, QuantCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
403JHJosh FamilynameDirector, Asset ManagementPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
404JHJustin NameAssociate DirectorFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
405ECErnie LastnameDirector, Macro And Credit Middle OfficeHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
406DFDavid SurnameInvestment Advisor, PrincipalFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
407AMAlyssa FamilynameVP, Director of StrategyCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
408ABAngela NameDirector of Investment Strategy / Member-OwnerPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
409CWChristopher LastnameDirector, Dispositions And Investment ManagementFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
410CTChristian SurnamePrincipalHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
411AKAndrew FamilynameDirector Of OperationsFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
412JGJohnny NameDirector, Fund AccountingCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
413KMKara LastnameOperations DirectorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
414DBDan SurnameDirector of Advisor ServicesFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
415WDWilliam FamilynameDirector, CommoditiesHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
416BCBryan NameDirector, Corporate Development - M&AFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
417LPLori LastnameWealth Advisor | PrincipalCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
418RCRyan SurnameDirector Of Business DevelopmentPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
419BJBenjamin FamilynameAssociate DirectorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
420EJErica NameDirector of Asset ManagementHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
421MJMichael LastnameDirector of Fund ServicesFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
422ASAndrew SurnameDirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
423SSSean FamilynameAssociate Director Investment & Wealth StrategiesPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
424RCRyan NameDirector, Fixed Income at PT Asset ManagementFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
425DKDonny LastnameDirector; Senior Research Analyst, Global Equities; Portfolio Manager European StrategyHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
426LFLynda SurnameDirector of Business OperationsFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
427MWMichelle FamilynameDirector Of OperationsCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
428BHBrandy NameDirector Asset ManagementPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
429SBSean LastnamePrincipalFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
430TMTrevor SurnameDirector of OperationsHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
431JLJeremy FamilynameCredit DirectorFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
432JMJeanna NameDirector I Senior Client Service AssociateCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
433GRGregory LastnameChief Operating OfficerPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
434ASArv SurnameOwnerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
435JMJeffrey FamilynameHead Trader & Investment Research ManagerHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
436RBRaymond NameSVP - Investments / Financial PlanningFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
437TDTroy LastnameOwnerCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
438DDDaryl SurnameMarket Manager / Financial Advisor / Member OwnerPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
439CGCharles FamilynameSenior Financial AdvisorFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
440MGMatthew NameSr. Investment Research Analyst / Member-OwnerHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
441TRToinette LastnameSVP, Chief Operating OfficerFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
442MVMarco SurnameChief Operations OfficerCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
443JVJacob FamilynamePrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
444DBDavid NameFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
445JIJohn LastnameHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
446DMDavid SurnameFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
447LPLiesel FamilynameCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
448YXYun NamePrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
449CMChris LastnameFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
450MPMichael SurnameHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
451NPNicolas FamilynameFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
452MBMichael NameCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
453JMJustin LastnamePrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
454MDMegana SurnameFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
455DPDoug FamilynameHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
456JWJelani NameFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
457TCTerence LastnameCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
458SKScott SurnamePrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
459GLGary FamilynameFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
460MVMarcos NameHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
461KYKevin LastnameFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
462MBMary SurnameCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
463NRNeal FamilynamePrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
464ZPZachary NameFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
465VVVikrum LastnameHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
466SKSteven SurnameFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
467ARAdam FamilynameCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
468OGOlivia NamePrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
469JCJason LastnameFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
470TTTrey SurnameHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
471CBCordero FamilynameFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
472COChris NameCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
473MSMichael LastnameChief Executive Officer And Senior Financial AdvisorPrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
474MMMac SurnameVice President, Assistant Chief Investment OfficerFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
475RARenee FamilynameVice President, InvestmentHeritage HoldingsUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
476BKBrent NameAssistant Vice President & Investments TraderFamily Office HoldingUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
477BMBrooks LastnameManaging PartnerCapital Partners AGUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
478KSKevin SurnameFounderPrivate Investments SAUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
479MTMichael FamilynameChief Investment OfficerFamily Capital LtdUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
480JCJohn NameManaging Director Private Wealth ManagementHeritage HoldingsUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
481TPThomas LastnameNational Managing DirectorFamily Office HoldingUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
482MJMichael SurnamePartner Managing DirectorCapital Partners AGUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
483KGKevin FamilynameSenior Financial Advisor Managing DirectorPrivate Investments SAUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
484MNMargaret NameDirector, Fund InvestmentsFamily Capital LtdUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
485JJJohn LastnameSenior Financial Advisor & Assistant Director, Investment CommitteHeritage HoldingsUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
486RCRory SurnameDirector Of ComplianceFamily Office HoldingUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
487SLStefan FamilynameDirector of Fund AccountingCapital Partners AGUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
488LBLinda NameDirector Of OperationsPrivate Investments SAUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
489ANAmelia LastnameAssistant Director Of OperationsFamily Capital LtdUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
490AGApril SurnameDirector, Investment OperationsHeritage HoldingsUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
491EWEd FamilynameChief Operations Officer TechnologyFamily Office HoldingUnited Statesinfo.direct@holdings.comlinkedin.com/in/firstname-lastname
492WLWilliam NameCapital Partners AGUnited Statesfirst.last@wealth.comlinkedin.com/in/name-surname-42
493AKAhsen LastnamePrivate Investments SAUnited Statesfirstname@familyoffice.comlinkedin.com/in/firstname-lastname
494EJElodie SurnameFamily Capital LtdUnited Statesname@capitalpartners.eulinkedin.com/in/name-surname-42
Full names, firms, direct emails and LinkedIn profiles unlock when you buy.
secure checkout

Pay with Stripe

Opening secure checkout…