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. 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 108 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)
  • 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)
  • Ryan Beach (CEO, CLS Investments)
  • Mark Beeston (Founding Partner, Illuminate Financial Management)
  • Ed Beggs (CEO, Laser App Software)
  • Steven Begleiter (Managing Director, 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)
  • Kevin Byrne (Chief Financial Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Fidelity Clearing & Custody Solutions)
  • Eric Cantor (Vice Chairman, Moelis & Company)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Carolyn Clancy (Executive Vice President, Fidelity Investments)
  • John Clendening (CEO, Blucora)
  • Mike Clinton (Chief Financial Officer, Loring Ward Group)
  • Colin Close (President, InvestCloud)
  • Frank Coates (CEO, Wheelhouse Analytics)
  • John Cochran (Partner, Lovell Minnick Partners)
  • David Conover (CEO, EverBank Wealth Management)
  • Margo Cook (Co-President, Nuveen Investments)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Robert DeChellis (President, Allianze Life Financial Services)
  • Peter deSilva (President, Scottrade)
  • Deborah Djeu (Chief Compliance Officer, Loring Ward Group)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • 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)
  • Ryan Fickel (Chief Technology Officer, AdvisorsExcel)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Tim Freundlich (President, Impact Assets)
  • Terry Gaines (Chief Business Development Officer, First Rate)
  • Charles Goldman (CEO, AssetMark)
  • 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)
  • 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)
  • Anton Honikman (CEO, MyVest Corporation)
  • Kevin Hughes (Executive Vice President, PIEtech)
  • Bob Huret (Founding Partner Emeritus, FTV Capital)
  • Chris Jackson (Chief Technology Officer, Hanson McClain)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • Tif Joyce (President, Joyce Financial Management)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Sagar Kurada (Chief Financial Officer, HighTower)
  • Stephen Langlois (Business Head, Business Development, eMoney Advisor)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • Kim Laughton (President, Schwab Charitable)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Joe Mansueto (Executive Chairman, Morningstar)
  • Phil Markgraf (Chief Operating Officer, FTJ FundChoice)
  • Michael McClary (Chief Investment Officer, Valmark Securities)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Mike McDaniel (Chief Investment Officer, Riskalyze)
  • Tobin McDaniel (President, Schwab Wealth Investment Advisory)
  • James Mendelsohn (Chief Marketing Officer, Edelman Financial Services)
  • Steven Miyao (President, DST Kasina)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Robert Moore (CEO, Cetera Financial Group)
  • Bob Oros (CEO, HD Vest Financial Services)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Bill Parsons (Executive Vice President, Envestnet Yodlee)
  • John Phillips (Executive Vice President, Fidelity Investments)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Alex Potts (CEO, Loring Ward Group)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Alex Rampell (Partner, Andreessen Horowitz)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Tricia Rothschild (Chief Product Officer, Morningstar)
  • 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)
  • 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)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services)
  • Mark Trousdale (Chief Marketing Officer, InvestCloud)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Ken Weise (CEO, Sonoma County Wealth Advisors)
  • Craig Wietz (President, First Rate)
  • Kevin Winters (Executive Vice President, PIMCO)
  • 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 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 mCEO 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 contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested in becoming a client in order to attend, please contact Sarah Sage.