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 XXXIV
Confirmed Attendee List

Tiburon is pleased to announce that the following 270 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXIV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mark Casady (Former CEO, LPL Financial Holdings)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Mike Abelson (Executive Vice President, AssetMark)
  • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
  • George Anderson (CEO, Enterprise Engineering)
  • Ted Angus (General Counsel, AssetMark)
  • Daniel Applegarth (Chief Financial Officer, NorthStar Financial Services Group)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Nadia Aziz (President, Apex Clearing Corporation)
  • Bob Bachman (Executive Vice President, Relationship Management, Fidelity Institutional Asset Management)
  • Nathan Bachrach (CEO, Simply Money Advisors)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • David Benskin (CEO, Wealth Access)
  • Bob Bensman (CEO, The Bensman Group)
  • Jud Bergman (CEO, Envestnet)
  • Ed Bernard (Vice Chairman, T. Rowe Price Group)
  • Larry Berran (Chief Operating Officer, iPipeline)
  • Richard Berthy (CEO, Foreside Financial Group)
  • Kevin Birzer (CEO, Tortoise Capital Advisors)
  • Stuart Bowers (President, DST Brokerage Solutions)
  • Christian Braemer (CEO, Benefunder)
  • Ben Brigeman (Partner, Genstar Capital)
  • Matt Brown (CEO, CAIS Group)
  • Buck Buckley (CEO, Actua Corporation)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Roy Burns (Managing Director, TA Associates)
  • Kevin Byrne (Chief Financial Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Caleb Callahan (Chief Operating Officer, Valmark Securities)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Fidelity Clearing & Custody Solutions, Fidelity Investments)
  • James Capps (Chief Technology Officer, Trust Company of America)
  • 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)
  • Rita Cheng (CEO, Blue Ocean Global Wealth)
  • Bart Chilton (Former Commissioner, Commodity Futures Trading Commission (CFTC))
  • Dan Ciavarella (Executive Vice President, FolioDynamix)
  • Peter Cieszko (Chief Client Officer, Americas, American Century Investments)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Bernie Clark (Executive Vice President, The Charles Schwab Corporation)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Todd Clarke (Executive Vice President, Managed Accounts, CLS Investments)
  • John Clendening (CEO, Blucora)
  • Tim Clift (Chief Investment Strategist, Portfolio Management Consultants, Envestnet)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Dan Concannon (Chief Revenue Officer, CFRA Research)
  • David Conover (CEO, EverBank Wealth Management)
  • Jeff Cruttenden (CEO, Say)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Chris Curtis (Chief Financial Officer, Envestnet Enterprise)
  • Peter deBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange)
  • Stuart DePina (President, Envestnet Tamarac)
  • Peter deSilva (President, TD Ameritrade Retail Distribution)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Louis Diamond (Executive Vice President, Diamond Consultants)
  • Claudio Dias (Chief Technology Officer, Discovery Data)
  • Andrew Dodson (Partner, Parthenon Capital Partners)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Bob Doll (Chief Equity Strategist, Nuveen Asset Management)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Laura Dunne (Treasurer, Envestnet)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • John Faustino (Chief Strategy Officer, fi360)
  • Greg Fink (CEO, ACG Wealth)
  • Steve Finn (Chairman, Trust Company of America)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Julio Fredes (Cief Operating Officer, Say)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Greg Friedman (CEO, Private Ocean)
  • Paul Gamble (CEO, 55 Institutional)
  • Sheryl Garrett (CEO, Garrett Financial Planning Network)
  • Dave Geschke (President, HTIN, Hilltop Securities)
  • Charles Goldman (CEO, AssetMark)
  • Jeffrey Goldstein (CEO, SpringHarbor Financial Group)
  • Aaron Gordon (Chief Planning Officer, Edelman Financial Services)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Phil Green (Chief Financial Officer, Brinker Capital)
  • Steve Gresham (Principal, The Gresham Company)
  • Kyle Griswold (Partner, FTV Capital)
  • Sang Han (Chief Operating Officer, DPL Financial Partners)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Chris Harrington (Partner, Kohlberg, Kravis, & Roberts)
  • Zach Hascoe (Co-Founder, Say)
  • Tom Haught (President, Sequoia Financial Group)
  • Jimmy Hausberg (Partner, Hausberg Group)
  • Karl Heckenberg (Senior Advisor, New York Private Bank & Trust Company)
  • John Heinen (Chief Technology Officer, Advicent Solutions)
  • Bob Herrmann (CEO, Discovery Data)
  • Spencer Hoffman (Partner, Lovell Minnick Partners)
  • Adam Holt (CEO, Asset-Map)
  • Jason Hsu (Chairman, Rayliant Global Advisors)
  • Mark Hurley (CEO, Fiduciary Network)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • Michael Jantzi (CEO, Sustainalytics)
  • Anders Jones (CEO, Facet Wealth)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Terri Kallsen (Executive Vice President, Investor Services, The Charles Schwab Corporation)
  • Kunal Kapoor (CEO, Morningstar)
  • Niko Karvounis (Chief Product Officer, Quovo)
  • Mike Katchen (CEO, Wealthsimple)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Stuart Katz (CEO, Robertson Stephens Partners)
  • Joe Keefe (CEO, Pax World Funds)
  • Kevin Keller (CEO, Certified Planner Board of Standards (CFP Board))
  • Bradley Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kelly (Chief Investment Officer, FS Investments)
  • Kelli Keough (Business Head, Global Digital Wealth Management, JP Morgan Chase & Company)
  • Mike Kerins (CEO, RobustWealth)
  • James Kirk (Managing Principal, Asset Management, Corsair Capital)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Michael Kopelman (Partner, Edison Partners)
  • Jon Korngold (Managing Director, General Atlantic)
  • Sallie Krawcheck (Co-Founder, Ellevate Network)
  • Matthias Kuhlmey (Executive Vice President, HighTower)
  • Sagar Kurada (Chief Financial Officer, HighTower)
  • Randy Lambert (President, Orion Advisor Services)
  • Stephen Langlois (Chief Business Development Officer, eMoney Advisor)
  • Kevin Laraia (Chief Operating Officer, Docupace Technologies)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Doug Lennick (CEO, think2perform)
  • Jarrett Lilien (Managing Partner, Bendigo Partners)
  • Xiaodan Liu (Chairman, Investment Banking, Huatai Securities)
  • Britton Lombardi (Chief of Staff, Apex Clearing Corporation)
  • Jeff Lovell (Co-Chairman, Lovell Minnick Partners)
  • Michael Lovett (Business Head, RIA Channel, The Vanguard Group)
  • John Lunny (CEO, Vestmark)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Kyle Mallot (Chief Operating Officer, DST Financial Services)
  • Angelo Manioudakis (Chief Investment Officer, Global Asset Allocation, Fidelity Investments)
  • Roddy Marino (Executive Vice President, National Accounts & Distribution, Brinker Capital)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Josh Mayer (Chief Operating Officer, Envestnet)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Susan McKenna (Chief Marketing Officer, eMoneyAdvisor)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • Jerry Michael (CEO, Smartleaf)
  • John Michel (CEO, CircleBlack)
  • Jim Minnick (Co-Chairman, Lovell Minnick Partners)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Steven Miyao (President, DST Research, Analytics, & Consulting)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Marilyn Mohrman-Gillis (Executive Director, Center for Financial Planning)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Ed Moore (President, Edelman Financial Services)
  • Hans Morris (Managing Partner, Nyca Partners)
  • Joe Mrak (CEO, FolioDynamix)
  • Bill Mueller (CEO, fi360)
  • Bob Mulcare (Managing Director, New Mountain Capital)
  • David Musto (President, Ascensus)
  • Vinay Nair (Chairman, 55 Institutional Partners)
  • Cheryl Nash (President, Fiserv Investment Services)
  • Brian Nelson (CEO, Harborside Group)
  • Kathy Neumann (President, SerenityShares Investments)
  • Mike Nugent (Managing Director, Vestigo Ventures)
  • Wendu Nwakanma (Executive Vice President, InvestCloud)
  • Mike O’Brien (CEO, Europe, Middle East, & Africa, JP Morgan Asset Management)
  • Eileen O’Connor (CEO, Hemington Wealth Management)
  • Tim O’Hara (Former CEO, Ayco)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (CEO, Trust Company of America)
  • Ron Pachura (Chief Financial Officer, Fiserv Investment Services)
  • James Paddon (Chief Operating Officer, 55 Institutional Partners)
  • Andrew Palmer (Chief Financial Officer, Riskalyze)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Heeren Pathak (Chief Technology Officer, Vestmark)
  • Lauren Pearson (Partner, HighTower Twickenham)
  • Angela Pecoraro (CEO, Advicent Solutions)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Mark Penske (CEO, United Advisors)
  • Bob Peterson (President, Hilltop Securities)
  • John Phillips (Executive Vice President, Fidelity Custody & Clearing Solutions)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Michael Pinsker (CEO, Docupace Technologies)
  • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
  • Alex Potts (CEO, Loring Ward Group)
  • Lowell Putnam (CEO, Quovo)
  • Fei Qiao (Chief of Staff, Investment Banking, Huatai Securities)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Dean Rager (President, Geneos RIA, Geneos Wealth Management)
  • Jodee Rager (Chief Compliance Officer, Geneos Wealth Management)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • Kevin Reed (Business Head, Wealth Management, Janney Montgomery Scott)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Chris Rimmer (Chief Accounting Officer, Fidelity Investments)
  • Samantha Roady (President, Retail, Gain Capital Holdings)
  • Tony Rochte (Executive Vice President, FundsNetwork, Fidelity Investments)
  • Michael Rodgers (Executive Vice President, Innovation, InvestCloud)
  • Brian Ross (CEO, FIX Flyer)
  • Gary Roth (Executive Vice President, United Capital Financial Advisers)
  • Trish Rothschild (Chief Product Officer, Morningstar)
  • Andrew Rudd (CEO, Advisor Software)
  • Larry Rybka (CEO, ValMark Securities)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Anthony Scaramucci (Founder, Sky Bridge Capital Management)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Jeremy Schein (Managing Director, Corsair Capital)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Tony Seto (Partner, Berkshire Capital Securities)
  • Sachin Shah (Chief Revenue Officer, 55 Institutional Partners)
  • Sterling Shea (Associate Publisher, Dow Jones Media Group)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Jessica Shores (Executive Vice President, Impact Communications)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • David Smith (Founding Publisher, Financial Advisor & Private Wealth Magazines)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Michael Smith (Executive Vice President, Pre-Sales, InvestCloud)
  • Michael Spellacy (Senior Managing Director, Asset & Wealth Management, Accenture)
  • Karl Sprules (Chief Technology Officer, AB Global)
  • Paul Stamas (Managing Director, General Atlantic)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Letha Steffey (Chief Marketing Officer, Edelman Financial Services)
  • Jon Stern (Partner, Berkshire Capital Securities)
  • Paul Stevens (CEO, Investment Company Institute (ICI))
  • Andy Stewart (Partner, Motive Partners)
  • John Streur (CEO, Calvert Investments)
  • Hal Strong (Partner, Genstar Capital)
  • John Stuart (Chief Marketing Officer, InvestCloud)
  • Barbara Stutz (Executive Vice President, East Coast, Strategic Accounts, InvestCloud)
  • Ying Sun (Managing Director, Corporate Development, Huatai Securities)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • Marie Swift (CEO, Impact Communications)
  • John Taft (Vice Chairman, RW Baird & Company)
  • Arnaud Tesson (Partner, North American Asset Management Practice, Egon Zehnder International)
  • John Thiel (Former Vice Chairman, Global Wealth & Investment Management, Bank of America Corporation)
  • Benjamin Thomason (Executive Vice President, Sales, Vestwell)
  • Todd Thomson (Chairman, Dynasty Financial Partners)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services)
  • Allen Thorpe (Managing Director, Hellman & Friedman)
  • Diederik Timmer (Executive Vice President, Institutional Relations, Sustainalytics)
  • Theresa Torian (Chief Operating Officer, CFRA Research)
  • Emily Traxler (Chief Marketing Officer, First Rate)
  • Laura Varas (CEO, Hearts & Wallets)
  • Greg Vigrass (CEO, Folio Institutional)
  • Mike Vogelzang (CEO, Boston Advisors)
  • Brad Walker (Business Head, Alternative Investments, CAIS Group)
  • George Walker (CEO, Neuberger Berman Management)
  • Steve Wallman (CEO, Foliofn)
  • Corey Walther (Chief Operating Officer, Allianz Life Financial Services)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Vertical Management Systems)
  • Dave Welling (CEO, Mercer Advisors)
  • Craig Wietz (President, First Rate)
  • Kevin Winters (Executive Vice President, PIMCO)
  • Matt Witkos (President, Eaton Vance Distributors)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Bill Wostoupal (President, Northern Lights Distributors)
  • John Yackel (Executive Managing Director, Institutional Business Development, Envestnet)
  • Hussain Zaidi (CEO, Advizr)
  • Kyle Zasky (Partner, SenaHill Partners)
  • Dean Zayed (CEO, Brookstone Capital Management)
  • Tom Zazueta (Chief Marketing Officer, Loring Ward Group)
  • Evelyn Zohlen (President, Inspired Financial)
   

Attending Tiburon CEO Summits

Tiburon maintains a list of over 1,700 executive-level clients at over 450 companies that have engaged the firm, 1,000 of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. 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 Tiburon client and interested in becoming a Tiburon client to attend a Tiburon CEO Summit, please email Sarah Sage.

Tiburon CEO Summits Attendee Policy

Tiburon CEO Summits, more specifically, have two specific attendee policies:

  • Seniority: Tiburon targets CEO attendees and limits attendance 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. Other managing directors, senior vice presidents, functional heads, and all others are not invited in order to keep the discussion focused on CEO-level issues
  • Clients: Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, become Tiburon members (subscribe to the Tiburon Research Access Program), and/or purchase at least a single day of consulting each year.

Other attendee rules have also been added by the Tiburon CEO Summit Sponsors Committee over the years:

  • Title Structures: Tiburon recognizes that companies have varying title structures. Experience across 450+ corporate clients suggests that the most common direct reports to CEOs are C-level executives and executive vice presidents
  • Verified Titles: Tiburon verifies titles through company web sites & executive LinkedIn postings. Tiburon also sometimes requests organizational charts to further verify confusing titles
  • Professional Services Firms: Tiburon recognizes that professional services firms often utilize the partner title similar to how companies utilize the executive vice president title. Partners are welcome to attend the Tiburon CEO Summits but only those with the most senior partner title if firms have multiple partner levels
  • Most Senior Title: Tiburon recognizes that many executives have multiple titles. Tiburon accepts the most senior title regardless of other titles (for example, an executive listed as Senior Vice President & Chief Marketing Officer would qualify under the Chief Marketing Officer title)
  • Board Members: Tiburon does not extend invitations to board members of qualified Tiburon clients including non-executive chairmen. These same executives though are welcome to qualify in their full-time roles and/or as individual Tiburon members
  • Venture Capital & Private Equity Owners: Tiburon does not extend invitations to executives at venture capital & private equity firms that invest in qualified Tiburon clients. These same executives though are welcome to have their firms qualify and many venture capital & private equity firms are Tiburon CEO Summit sponsors & Tiburon members. The inverse is also true; Tiburon does not extend invitations to executives at firms invested in by venture capital & private equity firm clients. Again, these same executives though are welcome to have their firms qualify

Once invitations are extended, delegation is not allowed. Tiburon realizes that if substitutes are allowed, the firm may quickly end up hosting a vice presidents Summit, instead of a CEOs Summit. Due to the frequency and other commitments, many Tiburon clients attend Tiburon's CEO Summits only periodically, but are still granted seats as long as they remain active Tiburon clients.