Keyword“ALLOCATORS”

97 family office decision-makers who invest in funds

Family offices and family investment companies in the US and Europe that publicly say they commit to external funds or managers. CIOs, heads of private markets, managing partners and founders.

97
named people
35
family offices
2
direct emails
4
LinkedIn profiles

Sorted by country, then office, then name, so people at the same house sit together.

How to use this list

  1. 1

    Warm path first. Look each name up on LinkedIn and check who you know in common. An intro from someone they trust beats the best cold email you will ever write.

  2. 2

    One line on why them. Family offices invest their own money and nobody makes them answer. Name something they backed, wrote or said that connects to what you build.

  3. 3

    Ask for 20 minutes, not money. The first email asks for a call. Keep it short, link the deck, and make it easy to say yes to a date.

  4. 4

    Follow up once. A week later, one short note with something new: a customer, a number, a hire. Then let it go and move to the next name.

How we built it: Researched by hand on 7 October 2026. Every person is confirmed on the firm's own website, and every firm's own site shows it invests in funds or uses external managers. Some are listed family-controlled holding companies (for example Sofina, Peugeot Invest, Caledonia). City is the firm head office where the person's office is not given.

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The list

Emails show one at a time. Want them all? Grab the CSV.

United States48 people

  • Brooke ConnellPresident, U.S. Wealth ManagementAlTi Global (AlTi Tiedemann) · New York
  • Jeffrey FulkHead of Private Equity Investment ResearchAlTi Global (AlTi Tiedemann) · New York
  • Nancy CurtinInterim Chief Executive Officer and Global Chief Investment OfficerAlTi Global (AlTi Tiedemann) · New York
  • John AllenChief Investment OfficerAspiriant · Los Angeles
  • Marc CastellaniManaging Director in Private InvestmentsAspiriant · Los Angeles
  • Rob FrancaisChief Executive OfficerAspiriant · Los Angeles
  • Christopher C. ChandlerPartner & Chief Investment OfficerBallentine Partners · Waltham
  • Drew McMorrowPresident & CEOBallentine Partners · Waltham
  • Elisa Gruber LustigPartner & Head of Private InvestmentsBallentine Partners · Waltham
  • Peter ChiappinelliPartner & Chief Investment OfficerBallentine Partners · Waltham
  • Brett H. BarthCo-CEOBBR Partners · New York
  • Evan M. RothCo-CEOBBR Partners · New York
  • Marc R. KoslowskyPartner, Head of Investment ResearchBBR Partners · New York
  • Stephanie J. GromekCo-Managing Partner, Director of Portfolio & Wealth AdvisoryBBR Partners · New York
  • Holly H. MacDonaldChief Executive OfficerBessemer Trust · New York
  • Jeffrey MillsChief Investment OfficerBessemer Trust · New York
  • Kyle EnglePrincipal and Director of Private EquityBessemer Trust · New York
  • Lisa M. CorcoranManaging Director and Head of Private MarketsBessemer Trust · New York
  • Douglas W. EvansChief Investment Officer, Founding PartnerCallan Family Office
  • Jack GinterChief Executive Officer, Founding PartnerCallan Family Office
  • Matthew RobertsonPresident, Founding PartnerCallan Family Office
  • Doug ReganFounding Partner and Co-ChairmanCresset · Chicago
  • Eric BeckerFounder and Co-ChairmanCresset · Chicago
  • Mike SilvermanExecutive Managing Director, Chief Investment OfficerCresset · Chicago
  • Susie CranstonChief Executive OfficerCresset · Chicago
  • David SalsburgPartner, Founder & PresidentGresham Partners · Chicago
  • Sean WarringtonPartner & Head of Private InvestmentsGresham Partners · Chicago
  • Ted NeildPartner, CEO and Chief Investment OfficerGresham Partners · Chicago
  • Gregory CurtisManaging DirectorGreycourt & Co. · Pittsburgh
  • Cori DuncanCEO & PartnerJasper Ridge Partners · Menlo Park
  • Mark WolfsonFounder & PartnerJasper Ridge Partners · Menlo Park
  • Dan O'DonnellDirector, Private EquityLNW (Laird Norton Wetherby) · Seattle
  • Kristen BauerChief Executive OfficerLNW (Laird Norton Wetherby) · Seattle
  • Ronald AlbaharyChief Investment OfficerLNW (Laird Norton Wetherby) · Seattle
  • Elizabeth Fisher MarshallManaging Director, Private Equity teamPathstone · San Francisco
  • Eric AltCo-Chief Investment Officer, Managing DirectorPathstone · San Francisco
  • Jessica Reed SaouafCo-Chief Investment Officer, Managing DirectorPathstone · San Francisco
  • Kelly MaregniPresidentPathstone · Englewood
  • Matthew FleissigCEOPathstone · Englewood
  • Andrew BusserPresident & Chief Executive OfficerPitcairn · Jenkintown
  • Nathan SonnenbergChief Investment OfficerPitcairn · Jenkintown
  • Pace KessenichManaging Director, Private InvestmentsPitcairn · Jenkintown
  • Michael OutlawPresident, Rockefeller Global Family OfficeRockefeller Capital Management · New York
  • Adam DominikInvestment Director, Sobrato CapitalThe Sobrato Organization (Sobrato Capital) · Mountain View
  • Christy RichardsonChief Investment OfficerThe Sobrato Organization (Sobrato Capital) · Mountain View
  • Krishna Thaker SchaffInvestment Director, Sobrato CapitalThe Sobrato Organization (Sobrato Capital) · Mountain View
  • Tony MestresChief Executive OfficerThe Sobrato Organization (Sobrato Capital) · Mountain View
  • Caleb SilsbyEVP & Chief Portfolio ManagerWhittier Trust · Pasadena

United Kingdom12 people

  • Eloise FoxDirector, North America FundsCaledonia Investments · London
  • Jamie Cayzer-ColvinHead of FundsCaledonia Investments · London
  • Min OngDirector, Asia FundsCaledonia Investments · London
  • Chady JouniPartner, Chief Investment OfficerCapital Generation Partners · London
  • Enrica DacomoDirector, Private Equity LeadCapital Generation Partners · London
  • Ian BarnardFounding Partner, CEOCapital Generation Partners · London
  • Khaled SaidManaging PartnerCapital Generation Partners · London
  • Maggie FanariChief Executive OfficerRIT Capital Partners (J. Rothschild Capital Management) · London
  • Micky Breuer-WeilManaging Director of Investment PolicyRIT Capital Partners (J. Rothschild Capital Management) · London
  • Richard LamGlobal Head of Private FundsRIT Capital Partners (J. Rothschild Capital Management) · London
  • Eirian JonesChief Investment OfficerWren Investment Office · London
  • Michael ParsonsChief Executive OfficerWren Investment Office · London

Germany9 people

  • Marcus StorrManaging Director Alternative InvestmentsFERI · Bad Homburg
  • Nicole GrützmacherCo-Head of Private MarketsFERI · Bad Homburg
  • Sören HeinCo-Head of Private MarketsFERI · Bad Homburg
  • Christian SubbeManaging Director (CIO)HQ Trust · Bad Homburg
  • Jan TachtlerPartner, Head of Fund and Manager SelectionHQ Trust · Bad Homburg
  • Jochen ButzManaging Director (CEO)HQ Trust · Bad Homburg
  • Kay GallusExecutive Partner, Co-Head Private EquityHQ Trust · Bad Homburg
  • Christian A. SchulzeMember of the Board of DirectorsMarcard, Stein & Co · Hamburg
  • Thomas R. FischerSpeaker of the Board of DirectorsMarcard, Stein & Co · Hamburg

Belgium6 people

  • Dries CrevitsPartner (direct and fund investments)Korys
  • Stefaan VandammePartner (liquid investments and corporate)Korys
  • Edward KoopmanManaging Director, Leadership Council memberSofina · Brussels
  • Giulia Van WaeyenbergeManaging Director (leads Sofina Private Funds)Sofina · Brussels
  • Harold BoëlChief Executive OfficerSofina · Brussels
  • Maxence TombeurManaging Director, Leadership Council memberSofina · Brussels

France5 people

  • Foulques de JourdanDirecteur Général (Burelle Participations)Burelle SA (Burelle Participations)
  • Paul Henry LemariéPrésident-Directeur Général (Burelle Participations)Burelle SA (Burelle Participations)
  • François MassutManaging Director (private equity fund portfolio)Peugeot Invest
  • Jean-Charles DouinCEOPeugeot Invest
  • Sébastien CoquardDeputy CEOPeugeot Invest

Denmark3 people

  • Kim GulstadCEOKirk Kapital · Vejle
  • Mads Koefoed-HansenInvestment Director (Financial Investments)Kirk Kapital · Vejle
  • Teis KnuthsenCIO Financial InvestmentsKirk Kapital · Vejle

Luxembourg3 people

  • Dimitri van der MerschManaging DirectorBrederode · Luxembourg
  • Nicolas-Louis PinonManaging DirectorBrederode · Luxembourg
  • John PenningManaging Director, Member of the Group Executive CommitteeLuxempart · Leudelange

Norway3 people

  • Jan Ole StangelandCEO (Canica Norway)Canica · Oslo
  • Kristina JacobsenHead of External ManagersFerd
  • Morten BorgeChief Executive OfficerFerd

Spain3 people

  • Alfredo Tennenbaum CasadoManaging Director and Head of Strategic InvestmentsTorreal · Madrid
  • Álvaro Garteiz CastellanosManaging Director and Head of Liquid InvestmentsTorreal · Madrid
  • Miguel Abelló GamazoExecutive PresidentTorreal · Madrid

Italy2 people

  • Alarico MelissariInvestments and Development, Head of Investor Relations (manages private equity and VC fund investments)Italmobiliare · Milan
  • Roberto PesentiHead of Strategic DevelopmentItalmobiliare · Milan

Switzerland2 people

  • Christer KjosCEO (Canica Switzerland)Canica · Pfäffikon SZ
  • Konstantinos DimitrakopoulosInvestment Director (Canica Switzerland)Canica · Pfäffikon SZ

Finland1 person

  • Ilpo KokkilaChair of the Board of DirectorsPontos · Helsinki

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