Attendee List

Tiburon targets CEOs & sends invitations to its semi-annual Tiburon CEO Summits exclusively to 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 XXXIII 
Confirmed Attendee List

Tiburon is pleased to announce that the following 181 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Cooper Abbott (President, Carillon Tower Advisors)
  • Mike Abelson (Executive Vice President, AssetMark)
  • Rahul Agrawal (Chief Investment Officer, Advisor Partners)
  • Blaine Aikin (Executive Chairman, fi360)
  • Mike Alfred (CEO, BrightScope)
  • Mike Apker (Executive Vice President, Envestnet)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Steve Atkinson (Exexutive Vice President, Loring Ward)
  • David Bach (Co-Founder, AE Wealth Management)
  • Bob Bachman (Executive Vice President, Fidelity Institutional Asset Management)
  • John Barragan (President, Girard Securities)
  • Jon Baum (Executive Chairman, NorthStar Financial Services Group)
  • Ryan Beach (CEO, CLS Investments)
  • Mark Beeston (Founding Partner, Illuminate Financial Management)
  • Steven Begleiter (Managing Director, Flexpoint Ford)
  • Bob Belke (Partner, Lovell Minnick Partners)
  • Vivina Berla (Co-Managing Partner, Sarona Asset Management)
  • Marc Blouin (Chief Financial Officer, Envestnet Yodlee)
  • Phyllis Borzi (Former Assistant Secretary, Employee Benefits Security Administration, Labor Department, United States of America)
  • Justin Brownhill (Managing Partner, SenaHill Partners)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Roy Burns (Managing Director, TA Associates)
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Kevin Byrne (Chief Financial Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Fidelity Clearing & Custody Solutions)
  • Eric Cantor (Vice Chairman, Moelis & Company)
  • Mike Capelle (Business Head, FinLife Partners, United Capital Financial Partners)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Tim Carroll (CEO, New York Private Trust Company)
  • James Caulkins (Chief Revenue Officer, Docupace Technologies)
  • Jerry Chafkin (Chief Investment Officer, AssetMark)
  • Rene Chaze (Chief Operating Officer, Edelman Financial Services)
  • Carolyn Clancy (Executive Vice President, Fidelity 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)
  • Colin Close (President, InvestCloud)
  • Frank Coates (CEO, Wheelhouse Analytics)
  • John Cochran (Partner, Lovell Minnick Partners)
  • David Conover (CEO, EverBank Wealth Management)
  • Margo Cook (President, Nuveen Advisory Services)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Todd Crockett (Managing Director, TA Associates)
  • Walter Cruttenden (Co-Founder, Acorns)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Robert DeChellis (President, Allianze Life Financial Services)
  • Mike Deggelman (Partner, Deggelman Parker Group)
  • Stuart DePina (President, Envestnet Tamarac)
  • Russ Diachok (CEO, Geneos Wealth Management)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Mark Earley (CEO, Hines Securities)
  • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • Pete Engelken (Chief Operating Officer, Hanson McClain)
  • Colin Falls (President, GeoWealth Management)
  • Michelle Farmer (General Counsel, Advisor Software)
  • Pat Feigley (Executive Vice President, PIMCO)
  • Ryan Fickel (Chief Technology Officer, AdvisorsExcel)
  • Rob Foregger (Co-Founder, NextCapital Group)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Tim Freundlich (President, Impact Assets)
  • Chris Gaffney (President, World Markets, EverBank Financial)
  • Terry Gaines (Chief Business Development Officer, First Rate)
  • Richard Garman (Managing Partner, FTV Capital)
  • Charles Goldman (CEO, AssetMark)
  • Nick Good (Co-Business Head, SPDR Business, State Street Global Advisors)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Steve Gresham (Executive Vice President, Fidelity Investments)
  • Kyle Griswold (Partner, FTV Capital)
  • Bob Guillocheau (CEO, Ascensus)
  • Bomy Hagopian (Partner, Berkshire Capital Securities)
  • Jim Hale (Founding Partner Emeritus, FTV Capital)
  • Carrie Hansen (President, GPS & Savos Mutual Funds)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Jeff Hendren (Chief Commercial Officer, Quovo)
  • Bob Hermann (CEO, Discovery Data)
  • Kyle Hiatt (Executive Vice President, Orion Advisor Services)
  • Jan Hier-King (Co-Founder, Bicycle Financial)
  • Anton Honikman (CEO, MyVest Corporation)
  • Bob Huret (Founding Partner Emeritus, FTV Capital)
  • Drew Hurt (Chief Financial Officer, fi360)
  • Chris Jackson (Chief Technology Officer, Hanson McClain)
  • Karl Jaeger (Chief Financial Officer, Strategic Insight)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • David Jegen (Partner, F-Prime Capital)
  • Anders Jones (CEO, Fabric Wealth)
  • Tif Joyce (President, Joyce Financial Management)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Lewis Katz (Chief Business Development Officer, Fraklin Square Investment Corporation)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Iain Kennedy (Chief Operating Officer, Trizic)
  • Rob Klapprodt (President, Vestmark)
  • Matthias Kuhlmey (Partner, Kuhlmey Group)
  • Rick Lacaille (Global Chief Investment Officer, State Street Global Advisors)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • Kim Laughton (President, Schwab Charitable)
  • Chuck Lewis (Co-Founder, MyVest Corporation)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Ben Malka (Partner, F-Prime Capital)
  • Joel Mandelbaum (CEO, Strategic Insight)
  • Joe Mansueto (Executive Chairman, Morningstar)
  • Phil Markgraf (Chief Operating Officer, FTJ FundChoice)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Mike McDaniel (Chief Investment Officer, Riskalyze)
  • James Mendelsohn (Chief Marketing Officer, Edelman Financial Services)
  • Liz Michaels (CEO, ESG & SRI, Aperio Group)
  • John Michel (CEO, CircleBlack)
  • Steven Miyao (President, Distribution Solutions, DST Systems)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Bill Mueller (CEO, fi360)
  • Ryne Nishimi (Executive Vice President, PIMCO)
  • Ed O'Brien (CEO, eMoney Advisor)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Curt Olson (Executive Vice President, PIEtech)
  • Bob Oros (CEO, HD Vest Financial Services)
  • Josh Pace (CEO, Trust Company of America)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Stuart Parker (President, PGIM Investments, Prudential Financial)
  • Bill Parsons (Executive Vice President, Envestnet Yodlee)
  • John Phillips (Executive Vice President, Fidelity Investments)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Michael Pinsker (CEO, Docupace Technologies)
  • Ryan Porter (Executive Vice President, Riskalyze)
  • Alex Potts (CEO, Loring Ward Group)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Dean Rager (President, Geneos RIA)
  • Jodee Rager (Chief Compliance Officer, Geneos Wealth Management)
  • Alex Rampell (Partner, Andreessen Horowitz)
  • Lisa Rapuano (Chief Revenue Officer, Fabric Wealth)
  • Brandon Rembe (Chief Technology Officer, Envestnet Tamarac)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Gary Roth (Executive Vice President, United Capital Financial Partners)
  • Tricia Rothschild (Chief Product Officer, Morningstar)
  • Simon Roy (CEO, Jemstep)
  • Scott Ruddick (Chief Marketing Officer, Advisor Partners)
  • Brendan Ryan (Co-Business Head, Technology & Services Group, Raymond James Capital Markets)
  • Dave Ryan (President, California, Uptown Financial Group)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Schwark Satyavolu (Partner, Trinity Ventures)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Sachin Shah (Chief Revenue Officer, 55 Institutional Partners)
  • Jaidev Shergill (Managing Partner, Capital One Growth Ventures)
  • Nick Sheumack (Co-CEO, Berkshire Capital Securities)
  • Drew Sievers (CEO, Trizic)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Brian Stimpfl (Business Head, Scottrade Advisor Services)
  • Hal Strong (Partner, Genstar Capital)
  • Jason Thomas (CEO, Savos Investments)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services)
  • Ben Thornley (Managing Partner, Tideline)
  • Mark Trousdale (Chief Marketing Officer, InvestCloud)
  • Bill Van Law (President, Investment Advisors Division, Raymond James Financial)
  • Chris Van Mierlo (Chief Marketing Officer, Pacific Life Insurance Company)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Steve Warren (Co-Founder, MyVest Corporation)
  • Ken Weise (CEO, Sonoma County Wealth Advisors)
  • Brent Weiss (Chief Operating Officer, Fabric Wealth)
  • Craig Wietz (President, First Rate)
  • Kevin Winters (Executive Vice President, PIMCO)
  • Natalie Wolfsen (Chief Compliance Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Mark Worsey (Chief Operating Officer, MyVest Corporation)
  • Kim Wright-Violich (Managing Partner, Tideline)
  • Derek Young (Vice Chairman, Fidelity Institutional Asset Management)
   

Attending Tiburon CEO Summits

Tiburon maintains a list of over 2,000 CEOs, other C-level executives, executive vice presidents, & partners at over 450 companies which have engaged the firm, over 1,500 of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is reserved for Tiburon CEO Summit sponsor & Tiburon member executives. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please email Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested in becoming a client in order to attend a Tiburon CEO Summit, please email Sarah Sage.