150 family office and private wealth decision-makers in the United States
One named decision-maker per US family office or private wealth firm. Role, office, LinkedIn, and a work email where we could verify one.
- 150
- named people
- 150
- family offices
- 148
- direct emails
- 146
- LinkedIn profiles
Sorted by country, then office, then name, so people at the same house sit together.
How to use this list
- 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
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
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
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: Built on 7 October 2026 from the VC Boom investor database: records tagged as family offices, with every bank, insurer, pension fund, VC, private equity firm and asset manager removed, plus anyone without an investment role. Single and multi-family offices first, then private wealth firms. One decision-maker per office first. Sorted by country, then office.
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The list
Emails show one at a time. Want them all? Grab the CSV.
United States150 people
- Bill AndrakakosPresident & Chief Investment OfficerAaron Wealth Advisors · ChicagoChicago
- Shawn ClarkManaging Partner And Wealth AdvisorAccredited Wealth Management · LouisvilleLouisville
- Michael SicuranzaChief Executive Officer And Senior Financial AdvisorAffinity Wealth Management, Inc. · WilmingtonWilmington
- Jacob VigilAlder Companies · DenverDenver
- Scott BarchusPartner, Founder + Director of Aldrich Family OfficeAldrich Wealth · Lake OswegoLake Oswego
- Steve KleynChief Investment OfficerAletheian Wealth Advisors · BellevueBellevue
- David BoltonAmbassador Enterprises, LLC · AuburnAuburn
- Darrell RobertsPresident, Founder, Chief Investment OfficerAmerican Wealth Advisors LLC · DuluthDuluth
- Marta Gazzera FerroManaging Director, Philanthropy Services & Mission Aligned InvestingAngeles Wealth Management · MinneapolisMinneapolis
- Tucker BixbyManaging Partner, New EnglandArete Wealth · FranklinFranklin
- Michael RussoPresident And FounderArgos Wealth Advisors, Llc · DouglasvilleDouglasville
- Arthur KulickManaging PartnerASI Family Office · MiamiMiami
- John IkalowychAvodah Group, LLC · DenverDenver
- David MossAvon Group of Companies · New YorkNew York
- Doug CoudenChief Investment OfficerBakerAvenue Wealth Management · San FranciscoSan Francisco
- Bill MarvelManaging PartnerBaldwin Brothers - Wealth Management · MarionMarion
- Robert DearbornDirector, Senior Portfolio ManagerBartlett Wealth Management · CincinnatiCincinnati
- Anne BucciarelliSenior National Director, Bernstein Family Engagement ServicesBernstein Private Wealth Management · New YorkNew York
- Liesel Pritzker SimmonsBlue Haven Initiative · CambridgeCambridge
- Chris BradyFounder & CEOBLVD Private Wealth, LLC · ProspectProspect
- Pete KnoerVice President - Investments, Financial AdvisorBogart Wealth · McLeanMcLean
- Stephen PerryExecutive Vice PresidentBoyd Watterson Asset Management · ClevelandCleveland
- Peter KimChief Investment OfficerBrandywine Oak Private Wealth · Kennett SquareKennett Square
- Paul MichalowskiCo-Founder, Co-President and COOBrenton Point Wealth Advisors LLC · New YorkNew York
- Tim BrownPresidentBrown Wealth Management · Eden PrairieEden Prairie
- David WolfChief Executive OfficerBsw Wealth Partners · BoulderBoulder
- Drew SimonManaging PrincipalBSW Wealth Partners, a Public Benefit Corporation · BoulderBoulder
- Jonathan CiampaRegional DirectorBts Asset Management · LexingtonLexington
- Yun XiongC-STAR · New YorkNew York
- Josh SmithChief Investment Officer (CIO)Capital Wealth Planning, LLC · NaplesNaples
- Heather CfpFounder/ CEOCastle Wealth Advisors · Los AngelesLos Angeles
- Juan RodriguezPresident And Chief Executive Officer And Financial AdvisorCedar Valley Wealth Management, Inc · IndependenceIndependence
- Chris OsmondChief Investment OfficerCentura Wealth Advisory · San DiegoSan Diego
- Jim HagedornChartered Financial Analyst (CFA) and Founder & Managing PartnerChicago Partners Wealth Advisors · ChicagoChicago
- Chris Mowery-BellChirisa Investments · New YorkNew York
- John ChurchillPresidentChurchill Wealth Management · MortonMorton
- John ChrinPartnerCircle Wealth Management, Llc · SummitSummit
- Roger ReynoldsPartner And Co-FounderColdstream Wealth Management · BellevueBellevue
- Chad JusticePresident And Ceo, Managing PrincipalCollaborativewealth® · Lake MaryLake Mary
- Eric RidenourManaging DirectorColony Family Offices · CharlotteCharlotte
- Paul StridFounding Principal & CEOConcentus Wealth Advisors · YumaYuma
- Martin McDermottChief Investment OfficerConscientia Family Office · MiamiMiami
- Joe HenriquesManaging Director, Wealth StrategiesConte Wealth Advisors, LLC · Camp HillCamp Hill
- Michael PruneauCopper Beech Capital, LLC · DallasDallas
- Kevin KarpukChief Investment OfficerCornerstone Advisors Asset Management, LLC · BethlehemBethlehem
- Pete FrantzisDirectorCyndeo Wealth Partners · Saint PetersburgSaint Petersburg
- Peter MawnFounder, Managing Partner and Chief Strategic OfficerDakota Wealth Management · Palm Beach GardensPalm Beach Gardens
- Madison GillilandRelationship Associate And PartnerDakota Wealth Management Llc · Palm Beach GardensPalm Beach Gardens
- Nicolas ProszenuckDardanelles Capital LP · BostonBoston
- Michael BulkinElements Health Investors · New YorkNew York
- Erik LehrChief Investment Officer | PrincipalEmpirical Wealth Management · SeattleSeattle
- Michael CrawfordManaging Partner, Co-FounderenTrust Wealth Advisors · San FranciscoSan Francisco
- Ryan ParkerChief Executive OfficerEP Wealth Advisors · TorranceTorrance
- William LaneEthos Family Office · PhiladelphiaPhiladelphia
- Mitchel SchlesingerChief Investment Strategist, Senior Portfolio ManagerEvermay Wealth Management, LLC · ArlingtonArlington
- Daniel PhillipsChief Investment OfficerEverSource Wealth Advisors · BirminghamBirmingham
- Mark WeiskindManaging DirectorFairway Wealth Management LLC · IndependenceIndependence
- David SchawelChief Investment OfficerFamily Management Corporation · New YorkNew York
- Justin M. WeberFamily Office · ChicagoChicago
- Gregg GrauerManaging Principal and Porfolio ManagerG2 Alternative Asset Management · Winter ParkWinter Park
- Matthew SchroederWealth Advisor, Director of Financial PlanningGreat Point Wealth Advisors, LLC · BostonBoston
- John CareyManaging Director Private Wealth ManagementGriffin Asset Management · New YorkNew York
- Michael AloianDirector, Chairman, Investment Management CommitteeHarmony Asset Management LLC · ScottsdaleScottsdale
- Greg HellerPresidentHCR Wealth Advisors · Los AngelesLos Angeles
- Berton BrownManaging DirectorHealth Meets Wealth Advisors · Palm Beach GardensPalm Beach Gardens
- Steve ClarkeManaging DirectorHeartwood Wealth Advisors · RichmondRichmond
- Cary BaronianDirector of InvestmentsHeritage Wealth Advisors · RichmondRichmond
- Daniel HeymanOwner & PresidentHeyman Wealth Management · Los AngelesLos Angeles
- Michael PendergastChief Executive OfficerHGK Asset Management, Inc. · Jersey CityJersey City
- Brian LesterChief Investment OfficerHowe & Rusling Wealth Management · RochesterRochester
- Mark DelfinoCEO & Managing DirectorHoyleCohen Wealth Management · San DiegoSan Diego
- Blake PratzFounder and Managing PartnerIcon Wealth Partners · HoustonHouston
- Megana DemeICONIQ · New YorkNew York
- Doug PepperICONIQ Capital · BurlingameBurlingame
- Jim WelshVice President & Trust OfficerIndiana Trust Wealth Management · MishawakaMishawaka
- Ted FurnissChairman & Chief Investment OfficerInlet Private Wealth · JupiterJupiter
- Jelani WilliamsonInvesture, LLC · WashingtonWashington
- Terence CookeJacobs Asset Management · New YorkNew York
- Anthony GarganoManaging PartnerJourney Wealth · OrlandoOrlando
- Ed RobinsManaging PrincipalJT Stratford Wealth Management · GainesvilleGainesville
- Chris WebbPartner, Portfolio ManagerKls Diversified Asset Management Lp · ColumbusColumbus
- Scott KoschKosch Capital Management · AustinAustin
- Gary LauderLauder Partners · United StatesUnited States
- Gregory ReynholdsChief Operating OfficerLenox Wealth Advisors · MelbourneMelbourne
- Susan DahlChief Executive OfficerLEVATUS | Wealth Counsel and Investment Management · BostonBoston
- Paul LountzisPRESIDENTLOUNTZIS ASSET MANAGEMENT, LLC · ReadingReading
- Marcos VivacquaLuxor Group · New YorkNew York
- Nancy TuckManaging DirectorLyell Wealth Management · Menlo ParkMenlo Park
- Sally HumphreySenior Wealth Advisor And Director Of OperationsMadison Wealth Management · CincinnatiCincinnati
- Kirby OttPartner & Managing MemberMatter Family Office · CarrolltonCarrollton
- Kevin YuMeaningful Partners · Los AngelesLos Angeles
- Michael ObuchowskiFounder, Merlin Capital Llc; Chief Investment OfficerMerlin Asset Management · BostonBoston
- Elodie JamousmExpand Family Office · United StatesUnited States
- Mary BurdettMFO MANAGEMENT COMPANY · TaylorTaylor
- Jeff SartiCEOMorton Wealth · Agoura HillsAgoura Hills
- Larry K. ShiklesChief Investment Officer & PrincipalMosaic Family Wealth · Saint LouisSaint Louis
- David LeesSenior PartnerMycio Wealth Partners · PhiladelphiaPhiladelphia
- Arv SoochOwnerNicola Wealth · DelanoDelano
- Ryan MorganFinancial Advisor, Senior Vice PresidentNorthCoast Asset Management · GreenwichGreenwich
- Michelle OgdenWealth Advisor, Founder & CEOOgden Wealth, LLC · MaitlandMaitland
- Leslie CalhounPresident and CEOOptivest Wealth Management · Dana PointDana Point
- Woody DerricksPresident, PartnerPartnership Wealth Management · TowsonTowson
- Robert WyrickChief Investment OfficerPost Oak Private Wealth Advisors · HoustonHouston
- Craig HundtPresidentPrairie Wealth Advisors, Inc. · LincolnLincoln
- Jack GelnakPresident/CEOPremier Wealth Advisors, Inc. · Los AngelesLos Angeles
- Neal RapoportRapoport Investments · DallasDallas
- Ethan DunbarChief Investment OfficerREVISOR | Wealth Management Partners · SolonSolon
- Paul RobertsCEORoberts Wealth Management · Sugar LandSugar Land
- Craig RogersPresident And Chief Operations OfficerRogers Wealth Group · Fort WorthFort Worth
- Carson ShadowenPresident and Co-COOSBC Wealth Management · WashingtonWashington
- Peter FisherCo-Founder & DirectorSequent Real Estate + Wealth Management · San FranciscoSan Francisco
- Ryan BlairManaging DirectorSfmg Wealth Advisors · PlanoPlano
- Zachary PhelpsSingle Family Office · MedfieldMedfield
- Sherri DanielsFounder, Co-CEOSlateStone Wealth, LLC · JupiterJupiter
- Scott BatchelorChief Executive OfficerSmith Salley Wealth Management · GreensboroGreensboro
- Vikrum VoraSoros Fund Management · New YorkNew York
- Ryan KellyCEO, Investment Counselor, Portfolio ManagerSpectrum Asset Management · Newport BeachNewport Beach
- Jeffrey MeyersHead Trader & Investment Research ManagerSt. Louis Trust & Family Office · Newbury ParkNewbury Park
- Ahsen KhanSteadfast Financial LP · New YorkNew York
- Brent GilmoreChief Executive OfficerStep Up Wealth Management, LLC · DublinDublin
- Steven KemlerStone Arch Group, LLC · New YorkNew York
- Michael GarrisonWealth Advisor and Director of InvestmentsStrategic Wealth Partners (SWP) · DeerfieldDeerfield
- Adam RudeStratos Private Wealth · HarrisonHarrison
- Gary StringerPresident and Chief Investment OfficerStringer Asset Management LLC · MemphisMemphis
- Tanisha SouzaPresident and CEOTardus Wealth Strategies · HonoluluHonolulu
- Olivia GreenbergTCG (The Chernin Group) · CaliforniaCalifornia
- Andrew BolyardChief Investment OfficerTCV Trust & Wealth Management · RichmondRichmond
- Charles MaharCEO and Chief Investment OfficerTealwood Asset Management · MinneapolisMinneapolis
- Stephen GilbrethManaging Director/Financial AdvisorTempus Wealth Planning, LLC · IrvineIrvine
- Jason CammThiel Capital · West HollywoodWest Hollywood
- Trey TaylorThreadneedle.com, the Taylor Family Office · United StatesUnited States
- Cordero BarkleyTitletownTech · Green BayGreen Bay
- Todd DoumaChief Executive OfficerTMD Wealth Management · ScottsdaleScottsdale
- Raymond BardoulSVP - Investments / Financial PlanningTotus Wealth Management · The WoodlandsThe Woodlands
- Joseph DelorenzoPrincipalTraphagen CPAs & Wealth Advisors · AustinAustin
- Jana L'etoilePartner And Chief Operating OfficerTrinitypoint Wealth · MilfordMilford
- Scott RichterChief Investment OfficerTrust Company Family Offices · HollandHolland
- Vadim SmirnovExecutive DirectorVt Wealth Management Ag · Santa BarbaraSanta Barbara
- Chris OrndorffVulcan Capital · SeattleSeattle
- Troy DaumOwnerWealth Analytics · San DiegoSan Diego
- Steven CfpCEOWealth Care LLC · Merritt IslandMerritt Island
- David CarlsonPresident, Wealth Enhancement Trust ServicesWealth Enhancement Group · PlymouthPlymouth
- Brandon GlasscockManaging Partner/Wealth AdvisorWealth Partners Alliance · DallasDallas
- Travis HartPresident/CEOWealth Strategies · Greenwood VillageGreenwood Village
- Steve NazoyanDirector/Financial AdvisorWealth Strategies Financial Group · SouthfieldSouthfield
- Brandy WeibergManaging DirectorWealthcare Capital Management · MinneapolisMinneapolis
- Adam AndersonPresident and Chief Compliance OfficerWealthGuard Advisors (WGA) · PlacervillePlacerville
- James BerlinerPresident And Chief Investment OfficerWestmount Asset Management · Los AngelesLos Angeles
- Theresa GarberManaging DirectorWilbanks Smith & Thomas Asset Management LLC · NorfolkNorfolk
- Mark KeatingSenior Wealth Advisor Managing PartnerWillow Creek Wealth Management · SebastopolSebastopol
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