Attendee List

Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, & partners at its 450+ corporate clients. Tiburon invites the top 0.7% of its corporate clients' executives. Tiburon verifies titles through company web sites & executive LinkedIn postings. Other managing directors, senior vice presidents, functional heads, & all others are not invited in order to keep the discussion focused on CEO-level issues.

Tiburon CEO Summit XXXV
Confirmed Attendee List

Tiburon is pleased to announce that the following 180 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Blaine Aikin (Executive Chairman, fi360)
  • Mike Alfred (CEO, Digital Assets Data)
  • Ryan Alfred (Managing Partner, Distributed Global)
  • Mike Apker (Executive Vice President, Vantage, Envestnet)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Steve Atkinson (Executive Vice President, Advisor Relations, Loring Ward Group)
  • Nathan Bachrach (CEO, Simply Money Advisors)
  • Dave Barton (Vice Chairman, Mercer Advisors)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • David Benskin (CEO, Wealth Access)
  • Jud Bergman (CEO, Envestnet)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • John Bunch (President, Financial Engines Advisors)
  • Kevin Byrne (CEO, Pacific Global Asset Management, Pacific Life Insurance Company)
  • Don Calcagni (Chief Investment Officer, Mercer Advisors)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • David Canter (Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions)
  • Mike Capelle (Business Head, FinLife Partners, United Capital Financial Partners)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Tim Carroll (CEO, New York Private Trust Company)
  • James Caulkins (Chief Revenue Officer, Docupace Technologies)
  • Peter Cieszko (Chief Client Officer, Americas, American Century Investments)
  • Eric Clarke (CEO, Orion Advisor Services)
  • John Clendening (CEO, Blucora)
  • Mike Clinton (Chief Financial Officer, Loring Ward Group)
  • Alan Clopine (Co-CEO, Pure Financial Advisors)
  • David Conover (CEO, EverBank Wealth Management)
  • Dean Cook (CEO, FTJ FundChoice)
  • Todd Crockett (Managing Director, TA Associates)
  • Gayle Crowell (Managing Director, Warburg Pincus)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Peter deBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange, Allianz Life Insurance Company of North)
  • Mike Deggelman (Partner, Deggelman Parker Group, HighTower)
  • Joe Deitch (Chairman, Commonwealth Financial Network)
  • Stuart DePina (President, Envestnet Tamarac)
  • Tony DiMatteo (Co-Founder, Lottery.Com)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Brian Dombkowski (CEO, Sand Hill Global Advisors)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Ric Edelman (Chairman, Investor Education, Edelman Financial Services)
  • Tash Elwyn (CEO, Raymond James & Associates)
  • Pete Engelken (Chief Operating Officer, Hanson McClain Advisors)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Greg Friedman (CEO, Private Ocean)
  • Paul Gamble (CEO, 55 Institutional)
  • Richard Garman (Managing Partner, FTV Capital)
  • Barnaby Grist (Executive Chairman, RIA in a Box)
  • Charles Goldman (CEO, AssetMark)
  • Aaron Gordon (Chief Planning Officer, Edelman Financial Services)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Jason Grumet (CEO, Bipartisan Policy Center)
  • Bomy Hagopian (Partner, Berkshire Capital Securities)
  • Jim Hale (Founding Partner Emeritus, FTV Capital)
  • Brian Hamburger (CEO, MarketCounsel)
  • Carrie Hansen (President, GPS & Savos Mutual Funds, AssetMark)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation)
  • Karl Heckenberg (Senior Advisor, New York Private Bank & Trust Company)
  • Bob Herrmann (CEO, Discovery Data)
  • Kyle Hiatt (Executive Vice President, Institutional Business Development, Orion Advisor Services)
  • Heather Holmes (CEO, Genivity)
  • Anton Honikman (CEO, MyVest Corporation)
  • Bob Huret (Founding Partner Emeritus, FTV Capital)
  • Jon Isaacson (Chief Financial Officer, Edelman Financial Services)
  • Steve Janachowski (CEO, Brouwer & Janachowski)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Anders Jones (CEO, Facet Wealth)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Mike Kerins (CEO, RobustWealth)
  • Doug Ketterer (CEO, Atria Wealth Solutions)
  • Michael Kim (Chief Client Officer, AssetMark)
  • Ellen Kinlin (CEO, The Kinlin Company)
  • James Kirk (Managing Director, Corsair Capital)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • David Knoch (President, 1st Global Capital Corporation)
  • Tim Kochis (CEO, Kochis Global)
  • Jack Kokko (CEO, Alpha Sense)
  • Matthias Kuhlmey (Executive Vice President, Enterprise Investments & Acquisitions, HighTower)
  • Sagar Kurada (Chief Financial Officer, HighTower)
  • Kevin Laraia (Chief Operating Officer, Docupace Technologies)
  • David Lau (CEO, DPL Financial Partners)
  • Karen Lee (Chief Strategy Officer, Mercer Advisors)
  • Doug Lennick (CEO, think2perform)
  • Andrew Lewis (Executive Vice President, Business Development & Channel Sales, InvestCloud)
  • Steve Lockshin (CEO, Advice Period)
  • Britton Lombardi (Chief of Staff, Apex Clearing Corporation)
  • Michael Lovett (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Stephanie Luedke (Global Head, Citi Investment Management)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial)
  • Pat McClain (Co-CEO, Hanson McClain Group)
  • Mike McDaniel (Chief Investment Officer, Riskalyze)
  • Tobin McDaniel (President, Schwab Wealth Investment Advisory)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Chuck McKenzie (President, Fidelity International Japan)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Jerry Miller (President, Guggenheim Investments)
  • Jonathan Miller (Chief Technology Officer, Hearts & Wallets)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Kathryn Morrison (CEO, Sun Star Strategic)
  • Joe Mrak (CEO, FolioDynamix, FolioDynamics, Envestnet)
  • Bill Mueller (CEO, fi360)
  • Rob Nail (CEO, Singularity University)
  • Vinay Nair (Chairman, 55 Institutional Partners)
  • Liz Nesvold (Managing Partner, Silver Lane Advisors)
  • Ryne Nishimi (Executive Vice President, Global Wealth Management, PIMCO)
  • Nathana O’Brien (Partner, Crypto Lotus)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (CEO, Trust Company of America)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Bill Parsons (Executive Vice President, Analytics & Global Product Solutions, Envestnet Yodlee)
  • Lauren Pearson (Partner, HighTower Twickenham)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Alex Potts (CEO, Loring Ward Group)
  • Will Quist (Partner, Slow Ventures)
  • Kevin Rafferty (CEO, Financeware)
  • Larry Raffone (CEO, Financial Engines)
  • Dean Rager (President, Geneos RIA)
  • Jodee Rager (Chief Compliance Officer, Geneos Wealth Management)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • Sarah Raskin (Fellow, Duke University)
  • Brandon Rembe (Chief Technology Officer, Envestnet Tamarac)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • John Rome (Co-Founder, Intensity Analytics Corporation)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Brendan Ryan (Managing Director, Technology & Services Group, Investment Banking, Raymond James Capital Markets)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Ken Schapiro (President, Condor Capital Management)
  • Eram Schlegel (Chief Product Officer, CFRA Research)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Dan Seivert (CEO, Echelon Partners)
  • Jay Shah (CEO, Personal Capital Corporation)
  • Sachin Shah (Chief Revenue Officer, 55 Institutional Partners)
  • Tim Shannon (President, CAIS Group)
  • Raghav Sharma (CEO, GuideVine)
  • Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Dow Jones Media Group)
  • Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services, Fiserv)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Paul Stamas (Managing Director, General Atlantic)
  • Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Letha Steffey (Chief Marketing Officer, Edelman Financial Services)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Benjamin Thomason (Executive Vice President, Sales, Vestwell)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services)
  • Allen Thorpe (Managing Director, Hellman & Friedman)
  • Mark Trousdale (Chief Marketing Officer, InvestCloud)
  • Chris VanMierlo (Chief Administrative Officer, Retirement Solutions Division), Pacific Life Insurance Company)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Laura Varas (CEO, Hearts & Wallets)
  • Hardeep Walia (CEO, Motif Investing)
  • Corey Walther (Chief Operating Officer, Allianz Life Financial Services)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Steve Watkins (CEO, Entrex)
  • Cathy Weatherford (CEO, Insured Retirement Institute (IRI))
  • Elliot Weissbluth (CEO, HighTower)
  • Craig Wietz (President, First Rate)
  • Kevin Winters (Executive Vice President, Global Wealth Management, PIMCO)
  • Matt Wolniewicz (President, fi360)
  • Mark Worsey (Chief Operating Officer, MyVest Corporation)
  • Serena Ziskroit (Chief People Officer, RobustWealth)