Attendee List

Tiburon targets CEOs & sends invitations to its semi-annual Tiburon CEO Summits exclusively to C level executives, executive vice presidents, partners, & a few other business heads 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 XXXII 
Confirmed Attendee List

Tiburon is pleased to announce that the following 185 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Mark Albers (CEO, Albers & Associates Consulting)
  • Mike Alfred (CEO, BrightScope)
  • Steve Anderson (Executive Vice President, Schwab Retirement Plan Services, The Charles Schwab Corporation)
  • Adam Antoniades (President, Cetera Financial Group)
  • Mike Apker (Executive Vice President, Envestnet)
  • Daniel Applegarth (Chief Financial Officer)
  • Anil Arora (CEO, Envestnet Yodlee)
  • David Bach (Co-Founder, AE Wealth Management)
  • Rob Baldwin (CEO, Trade PMR)
  • David Ballard (Chief Operating Officer, Cetera Financial Group)
  • Michael Bapis (Partner, The Bapis Group)
  • Jon Baum (Executive Chairman, NorthStar Financial Services Group)
  • Noreen Beaman (CEO, Brinker Capital)
  • Jud Bergman (CEO, Envestnet)
  • Ed Bernard (Vice Chairman, T. Rowe Price Group)
  • Brad Bernstein (Managing Partner, FTV Capital)
  • Scott Billups (Chief Financial Officer, FTJ FundChoice)
  • Jack Bogle (Founder, The Vanguard Group)
  • Rod Boutin (General Counsel, FP Transitions)
  • Brad Bueermann (CEO, FP Transitions)
  • John Bunch (President, Financial Engines Advisors, Financial Engines)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Brian Burns (President, InvestEdge)
  • Roy Burns (Managing Director, TA Associates)
  • Jim Burton (Chief Marketing Officer, Personal Investing, Fidelity Investments)
  • Dewey Bushaw (Executive Vice President, Retirement Solutions Division, Pacific Life Insurance Company)
  • Don Calcagni (Chief Investment Officer, Mercer Advisors)
  • David Callanan (Co-Founder, Advisors Excel)
  • Rick Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions)
  • James Capps (Chief Technology Officer, Trust Company of America)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Christine Cataldo (Chief Information Officer, Edelman Financial Services)
  • Saumen Chattopadhyay (President, Convex Capital Management)
  • Greg Cicotte (Chief Distribution Officer, Jackson National Life Insurance Company)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Carolyn Clancy (Executive Vice President, Funds Network, Personal, Workplace, & Institutional Services, Fidelity Investments)
  • Bernie Clark (Executive Vice President, Advisory Services, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Todd Clarke (CEO, CLS Investments)
  • Frank Coates (Founder, Wheelhouse Analytics)
  • David Conover (CEO, EverBank Wealth Management)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Jeff Cusack (Executive Managing Director, Nuveen Investments)
  • Steve DeAngelis (President, FS Investment Solutions)
  • Robert DeChellis (President, Allianz Life Financial Services)
  • Stuart DePina (President, Envestnet Tamarac)
  • Nikesh Desai (CEO, Investing Channel)
  • Peter deSilva (President, Scottrade)
  • Damian DeSola (Principal, DeSola Group)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Claudio Dias (Chief Technology Officer, Discovery Data)
  • Will Dolan (Business Head, Fidelity ActionsXchange, Fidelity Institutional, Fidelity Investments)
  • Lisa Dolly (CEO, Pershing)
  • Bryan Dori (CEO, Archer)
  • Tom Dorsey (Founder, Dorsey, Wright, & Associates)
  • Stephane Dubois(CEO, Xignite)
  • Mike Durbin (President, Fidelity Wealth Technologies)
  • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • Pete Engelken (Chief Operating Officer, Hanson McClain)
  • Gary England (General Counsel, Hilliard Lyons)
  • Steve Finn (Chairman, Trust Company of America)
  • Rob Foregger (Executive Vice President, NextCapital)
  • Mark Friedenthal (President, Tolerisk)
  • John Gabbert (Founder, Pitchbook Data)
  • Jane Gladstone (Senior Managing Director, Evercore Partners)
  • Charles Goldman (CEO, AssetMark)
  • Jeffrey Goldstein (Senior Advisor, Hellman & Friedman)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services, RBC Capital Markets)
  • Jay Gragnani (Executive Vice President, Dorsey, Wright, & Associates)
  • Kyle Griswold (Partner, FTV Capital)
  • John Gulino (Executive Vice President, Discovery Data)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Matt Harris (Managing Director, Bain Capital Ventures)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Paul Hatch (Business Head, Advice & Solutions, UBS Wealth Management)
  • Edward Hayes (Managing Partner, Spouting Rock Financial Partners)
  • Karl Heckenberg (Executive Vice President, Lyons Capital Partners)
  • Tim Heier (Chief Technology Officer, The Charles Schwab Corporation)
  • Bob Herrmann (CEO, Discovery Data)
  • Anton Honikman (CEO, MyVest Corporation)
  • Lisa Hunt (Executive Vice President, International Services & Special Business Development, The Charles Schwab Corporation)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Nancy Jones (Chief Marketing Officer, Allianz Life Insurance Company of North America)
  • Jim Joslin (CEO, TFC Financial Management)
  • Kunal Kapoor (CEO, Morningstar)
  • Carl Katerndahl (Senior Executive Vice President, Global Retail, Nuveen Investments)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Lewis Katz (Chief Business Development Officer, Franklin Square Investment Corporation)
  • Kevin Keefe (CEO, First Allied Securities)
  • Meg Kelleher (Executive Vice President, Sales & Relationship Management, Fidelity Institutional Wealth Services)
  • Mike Kelly (Chief Investment Officer, FS Investments)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Kevin Knull (President, MoneyGuidePro)
  • Jon Korngold (Managing Director, General Atlantic)
  • Matthias Kuhlmey (Partner, Kuhlmey Group)
  • Randy Lambert (President, Orion Advisors Services)
  • Mike LaMena (President, HighTower)
  • Stephen Langlois (Business Head, Strategic Business Development, Fidelity Wealth Technologies)
  • Doug Lennick (CEO, Think 2 Perform)
  • Dennis Lockhart (President, Federal Reserve Bank of Atlanta)
  • Jeff Lovell (CEO, Lovell Minnick Partners)
  • Kevin Mahn (President, Hennion & Walsh Asset)
  • Roddy Marino (Executive Vice President, National Accounts & Distribution, Brinker Capital)
  • Josh Mayer (Chief Operating Officer, Envestnet)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Jim McCool (Executive Vice President, Corporate Initiatives, The Charles Schwab Corporation)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada, Fidelity Management & Research, Fidelity Investments)
  • James Mendelsohn (Chief Marketing Officer, Edelman Financial Services)
  • Pierre Mendelsohn (CEO, ALPIMA)
  • John Michel (CEO, CircleBlack)
  • Jim Minnick (Co-Chairman, Lovell Minnick Partners)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • David Musto (President, Great-West Investments)
  • Adrian Nazari (CEO, Credit Sesame)
  • Brian Nielsen (CEO, Northern Lights Distributors)
  • Pam Norly (President, Fidelity Charitable)
  • Ed O'Brien (CEO, eMoney Advisor)
  • Bob Oros (CEO, HD Vest Financial Services)
  • Josh Pace (CEO, Trust Company of America)
  • Blakely Page (Managing Partner, Spouting Rock Financial Partners)
  • Emilio Pardo (Chief Marketing Officer, Jackson National Life)
  • Michael Parker (Chief Development Officer, Enterprise Development, HighTower)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Jim Patrick (Executive Vice President, Advisor Managed Programs, Envestnet)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Don Phillips (Managing Director, Morningstar)
  • Ryan Porter (Executive Vice President, Sales, Riskalyze)
  • Alex Potts (CEO, Loring Ward Group)
  • Lowell Putnam (CEO, Quovo)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management, Morningstar)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Larry Raffone (CEO, Financial Engines)
  • Glenn Reed (Managing Director, Strategy Division, The Vanguard Group)
  • George Riedel (Business Head, Financial Institutions, US Investment Services, T. Rowe Price Group)
  • Todd Roadman (CEO, Fidelity Clearing Canada)
  • Tony Rochte (President, SelectCo Division, Fidelity Asset Management)
  • Andrew Rogers (CEO, Gemini Fund Services)
  • Gary Roth (Executive Vice President, United Capital Financial Partners)
  • Tricia Rothschild (Chief Product Officer, Morningstar)
  • John Rourke (CEO, Starburst Labs)
  • Andrew Rudd (CEO, Advisor Software)
  • Scott Ruddick (Chief Marketing Officer, Advisor Partners)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Danny Sarch (President, Leitner Sarch Consultants)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Spenser Segel (CEO, Acti Fi)
  • Jim Seuffert (Senior Partner, Wheelhouse Analytics)
  • Tim Shannon (President, CAIS Group)
  • Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Barron’s)
  • Nick Sheumack (Co-CEO, Berkshire Capital Securities)
  • Jeff Sills (Business Head, National Advice & Planning, Capital One Investing)
  • Babu Sivadasan (President, Envestnet Retirement Solutions, Envestnet)
  • Michael Smith (Chief Operating Officer, InvestCloud)
  • Eric Sontag(Chief Operating Officer, Sontag Advisory)
  • Karl Sprules (Chief Technology Officer, AB Global)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services, Royal Bank of Canada)
  • Angie Stephenson (Partner, Parentebeard Wealth Management)
  • Jon Stern (Partner, Berkshire Capital Securities)
  • Brian Stimpfl (Business Head, Scottrade Advisor Services, Scottrade)
  • Hal Strong (Operating Partner, Genstar Capital)
  • Ram Subramaniam (President, Fidelity Brokerage Services)
  • John Surface (Executive Vice President, Corporate Development, EverBank Financial)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • John Sweeney (Executive Vice President, Retirement & Investing Strategies, Fidelity Investments)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tibergien (CEO, Pershing Advisor Solutions)
  • Frank Trotter (Chairman, EverBank Global Markets, EverBank Financial)
  • Paul Uhlman (President, Federated Securities Corporation)
  • Bob Verrico (Executive Chairman, Investing Channel)
  • Kapin Vora (Partner, Capco Consulting)
  • Edmond Walters (CEO, eMoney Advisor)
  • Elliot Weissbluth (CEO, HighTower)
  • Dave Welling (Co-Business Head, Advent Software, SS&C Technologies)
  • Craig Wietz (President, First Rate)
  • Kevin Winters (Executive Vice President, Global Wealth Management, PIMCO)
  • Cathie Wood (CEO, ARK Investment Management)
  • Bill Wostoupal (President, Northern Lights Distributors)
  • John Yackel (Executive Managing Director, Envestnet)
  • Dean Zayed (CEO, Brookstone Capital Management)
  • Tom Zazueta (Chief Marketing Officer, Loring Ward Group)
   

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 1,300 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.