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 less than the top 1.0% of its corporate clients' executives. 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 49 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Marsha Askins (Chief Communications Officer, UBS Group Americas)
  • David Bach (Co-Founder, AE Wealth Management)
  • John Barragan (President, Girard Securities)
  • Mark Beeston (Founding Partner, Illuminate Financial Management)
  • Steven Begleiter (Managing Director, New York Office, Flexpoint Ford)
  • Marc Blouin (Chief Financial Officer, Envestnet Yodlee)
  • Justin Brownhill (Managing Partner, SenaHill Partners)
  • Buck Buckley (CEO, Actua Corporation)
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • David Canter (Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions)
  • Eric Cantor (Vice Chairman, Moelis & Company)
  • John Clendening (CEO, Blucora)
  • Colin Close (President, Investcloud)
  • David Conover (CEO, EverBank Wealth Management)
  • Todd Crockett (Managing Director, TA Associates)
  • Bob Guillocheau (CEO, Ascensus)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Chris Jackson (Chief Technology Officer, Hanson McClain)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Tif Joyce (President, Joyce Financial Management)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Kunal Kapoor (CEO, Morningstar)
  • Aaron Klein (CEO, Riskalyze)
  • Stephen Langlois (Business Head, Strategic Business Development, Fidelity Wealth Technologies)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Joe Mansueto (Executive Chairman, Morningstar)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Steven Miyao (President, DST Kasina)
  • Bob Oros (CEO, HD Vest Financial Services)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Bill Parsons (Executive Vice President, Analytics & Global Product Solutions, Envestnet Yodlee)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Alex Potts (CEO, Loring Ward Group)
  • Alex Rampell (Partner, Andressen Horowitz)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Dave Ryan (President, California, Uptown Financial Group)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Schwark Satyavolu (Partner, Trinity Ventures)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Jaidev Shergill (Managing Partner, Capital One Growth Ventures)
  • Babu Sivadasan (President, Envestnet Retirement Solutions, Envestnet)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services, Royal Bank of Canada)
  • Hal Strong (Partner, Operations, Genstar Capital)
  • Ken Weise (CEO, Sonoma County Wealth Advisors)
  • Craig Wietz (President, First Rate)
  • Derek Young (Vice Chairman, Fidelity Institutional Asset Management, Fidelity Investments)

Attending Tiburon CEO Summits

Tiburon maintains a list of over 2,000 executive-level members at over 450 companies who 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 members. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.