Attendee List

Tiburon sends invitations to its semi-annual Tiburon CEO Summits exclusively to C level executives, executive vice presidents, partners, & other business heads at its 400+ corporate clients. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues.

Tiburon CEO Summit XXV 
Confirmed Attendee List

Tiburon is pleased to announce that the following 165 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rick Adler (Board Member, Convergent Capital Management)
  • Gurinder Ahluwalia (CEO, Genworth Financial Wealth Management)
  • Sonia Ahuja (Executive Vice President, Business Development & Strategy, BrightScope)
  • Mike Alfred (CEO, BrightScope)
  • Ryan Alfred (President, Product Development, BrightScope)
  • Mike Apker (Business Head, Reporting & Data Aggregation Services, Envestnet)
  • Dan Arnold (Chief Financial Officer, LPL Financial)
  • Marion Asnes (Chief Marketing Officer, Envestnet)
  • Carla Avila (Business Head, Financial Institutions, Baron Capital Group)
  • Chuck Baldiswieler (CEO, TCW Funds)
  • George Ball (Chairman, The Edelman Financial Group)
  • Jim Barnyak (President, Northwest Region, The Bank of New York Mellon Corporation)
  • David Barry (CEO, Trust Company of America)
  • Noreen Beaman (CEO, Brinker Capital)
  • Joe Bottazzi (Chief Communications Officer, Edelman Financial Services)
  • Kurt Brouwer (Chairman, Brouwer & Janachowski)
  • Todd Brunskill (Chief Marketing Officer, First Rate Investment Systems)
  • Derek Burke (President, First Investors Management Company)
  • Jim Burton (President, Fidelity Brokerage Services, Fidelity Investments)
  • Dewey Bushaw (Executive Vice President, Retirement Solutions Division, Pacific Life Insurance Company)
  • Bruce Cameron (CEO, Berkshire Capital Securities)
  • Jessica Campbell (Executive Vice President, Client Success, BrightScope)
  • David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)
  • Mitch Caplan (CEO, Jefferson National Financial)
  • John Carey (Chief Operating Officer, FolioDynamix)
  • Ron Carson (CEO, Carson Wealth Management Group)
  • Scott Case (Business Head, The Private Bank, Silicon Valley Bank)
  • Christine Cataldo (Chief Operating Officer, Edelman Financial Services)
  • Eric Clarke (President, Orion Advisor Services)
  • Todd Clarke (President, CLS Investments)
  • Andy Clipper (Business Head, North America, Wealth Management Services, Citi Open Wealth, Citi Investor Services, Citigroup)
  • David Conover (President, Wealth Management & Brokerage, EverBank Financial)
  • Ron Cordes (Co-Chairman, Genworth Financial Wealth Management)
  • Brian Corkery (Business Head, National Accounts, North America, Wealth Management Services, Citi Open Wealth, Citi Investor Services)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Ben Cukier (Partner, FTV Capital)
  • Scott David (Business Head, Third-Party Distribution, T. Rowe Price Group)
  • Dick Davies (Business Head, Defined Contribution, Americas Institutional, Russell Investments)
  • Stuart DePina (President, Envestnet Tamarac)
  • Steve Dorval (Business Head, Defined Contribution Investments, NYLIM Retirement Plan Services, New York Life Investment Management)
  • Steve Dowden (CEO, Invest Financial Corporation)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Steve Dunlap (President, Managed Account Solutions, Pershing)
  • Joe Duran (CEO, United Capital Financial Partners)
  • Mike Durbin (President, Fidelity Institutional Wealth Services)
  • Ric Edelman (CEO, The Edelman Financial Group)
  • Ken Ehinger (CEO, M Holdings Securities)
  • Tom Embrogno (Executive Vice President, Docupace Technologies)
  • Mike Everett (Chief Marketing Officer, My Vest Corporation)
  • Michelle Farmer (General Counsel, Advisor Software)
  • Greg Francoeur (Chief Financial Officer, Wealth Management, City National Corporation)
  • Matt Frymier (President, Sterling Stamos Capital Management)
  • Mark Goldberg (President, Carey Financial, WP Carey & Company)
  • Dan Goldie (CEO, Dan Goldie Financial Services)
  • Craig Gordon (Business Head, RBC Correspondent & Advisor Services)
  • Gail Graham (Business Head, Strategy & Execution, United Capital Financial Partners)
  • Larry Greenberg (President, Jefferson National Financial)
  • Oscar Hackett (Chief Financial Officer, BrightScope)
  • Jim Hale (Founding Partner, FTV Capital)
  • Trista Hannan (Executive Vice President, Corporate Sales, Morningstar)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Lori Hardwick (Executive Vice President, Enterprise & National Sales, Envestnet)
  • AJ Harper (CEO, Managed Investments , Asia Pacific, BNY Mellon & Pershing, The Bank of New York Mellon Corporation)
  • Bill Harris (CEO, Personal Capital Corporation)
  • Neesha Hathi (Chief Operating Officer, Schwab Performance Technologies)
  • Craig Hawley (General Counsel, Jefferson National Financial)
  • Shari Hensrud (Chief Investment Officer, FolioDynamix)
  • Brooks Herman (Business Head, Research, BrightScope)
  • Bob Herrmann (CEO, Discovery Data)
  • Pete Hess (CEO, Advent Software)
  • Gary Holland (Publisher, Barron’s)
  • Bomy Hong (Partner, Berkshire Capital Securities)
  • Kara Hoogensen (Business Head, Defined Contribution Investment Only Business, Principal Funds)
  • Bob Huebscher (CEO, Advisor Perspectives)
  • Jay Hummel (President, Lenox Wealth Management)
  • Bob Huret (Founding Partner, FTV Capital)
  • Mark Hurley (CEO, Fiduciary Network)
  • Steve Janachowski (CEO, Brouwer & Janachowski)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Kunal Kapoor (President, Morningstar Investment Services)
  • Harry Kellogg (Vice Chairman, Relationship Management, Silicon Valley Bank)
  • Joe Kelly (Business Head, Sales, National Financial Services)
  • Dan Kern (President, Advisor Partners)
  • Joan Khoury (Chief Marketing Officer, LPL Financial)
  • Michael Kim (Business Head, Business & Sales Channel, Genworth Wealth Management)
  • Rob Klapprodt (President, Vestmark)
  • Jon Korngold (Managing Director, Portfolio Management, General Atlantic Partners)
  • Dan Krems (Executive Vice President, Corporate Strategy, LPL Financial)
  • John Lame (CEO, Lenox Wealth Management)
  • Mike LaMena (Chief Operating Officer, HighTower)
  • Stephen Langlois (Chief Administrative Officer, National Financial Services)
  • David Lau (Chief Operating Officer, Jefferson National Financial)
  • Chuck Lewis (Vice Chairman, My Vest Corporation)
  • John Linnehan (Chief Financial Officer, Guggenheim Investments)
  • Steve Lockshin (Chairman, Convergent Wealth Advisors)
  • Matt Lynch (Principal, Tiburon Strategic Advisors)
  • Jeff Maggioncalda (CEO, Financial Engines)
  • Frank Maiorano (Business Head, RIA Business, Baron Capital Management)
  • Bobbi Masiello (Executive Vice President, Relationship Management, National Financial Services)
  • Pat McClain (Co-CEO, Hanson McClain)
  • Jim McCool (Executive Vice President, Institutional Services, The Charles Schwab Corporation)
  • John Michel (President, Bloomberg Personal Wealth)
  • Sanjiv Mirchandani (President, National Financial Services)
  • Blake Mohr (CEO, Capitas Financial)
  • Viggy Mokkarala (Executive Vice President, Strategic Development, Envestnet)
  • Chris Momsen (Executive Vice President, Sales & Solutions Management, Advent Software)
  • Ed Moore (President, Edelman Financial Services)
  • Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
  • Robert Moore (President, LPL Financial)
  • Bruce Morris (Executive Vice President, Banking & Corporate Groups, Source Media)
  • Hans Morris (Managing Director, Global Financial Services Sector, General Atlantic Partners)
  • Joe Mrak (CEO, FolioDynamix)
  • Tim Murphy (CEO, Investors Capital Corporation)
  • Tracy Nickl (Business Head, National Sales, BNY Mellon Wealth Management)
  • Brian Nielsen (CEO, Northern Lights Distributors)
  • Bill O’Conor (Leader, Financial Services Group Media, Penton Media)
  • Curt Overway (President, Managed Portfolio Advisors, Natixis Global Associates, Natixis Global Asset Management)
  • Mike Papedis (Executive Vice President, National Business Development, HighTower)
  • John Phillips (Executive Vice President, Strategic & Global Sales, National Financial Services)
  • Michael Pinsker (CEO, Docupace Technologies)
  • Laura Pollard (Executive Vice President, Fidelity ActionsXchange, Fidelity Investments)
  • Alex Potts (CEO, Loring Ward Group)
  • John Rafal (CEO, Essex Financial Services)
  • George Riedel (Business Head, Intermediary Distribution, Third-Party Distribution, T. Rowe Price Group)
  • Neal Ringquist (President, Advisor Software)
  • Lisa Roberts (Business Head, Northern California, Citi Private Bank, Citigroup)
  • John Rooney (Managing Principal, Commonwealth Financial Network)
  • Jeremy Ross (Executive Vice President, Sales, BrightScope)
  • Gary Roth (Chief Financial Officer, United Capital Financial Partners)
  • Andrew Rudd (CEO, Advisor Software)
  • Rich Santos (Group Publisher, Wealth Management.Com)
  • Jeff Schnitz (Business Head, Silicon Valley Bank Investments)
  • Mark Schoenbeck (Chief Marketing Officer, Curian Capital)
  • Aaron Schumm (Chief Customer Officer, FolioDynamix)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Sterling Shea (Business Head, Advisory Programs, Barron’s)
  • Babu Sivadasan (Executive Vice President, Engineering & Product Development, Envestnet)
  • David Smith (Founding Publisher, Financial Advisor & Private Wealth Magazines, Charter Financial)
  • Chris Stanley (General Counsel, Loring Ward Group)
  • Jon Stern (Partner, Berkshire Capital Securities)
  • Leslie Swid (Executive Vice President, Impact Communications)
  • Marie Swift (CEO, Impact Communications)
  • Susan Theder (Chief Marketing Officer, Cetera Financial Group)
  • Frank Trotter (President, EverBank Direct)
  • John VanDerHeyden (Chief Operating Officer, NFP Advisor Services Group)
  • Greg Vigrass (CEO, Folio Institutional)
  • Hardeep Walia (CEO, Motif Investing)
  • Kathy Wallman (Co-Founder, Foliofn)
  • Steve Wallman (CEO, Foliofn)
  • Steve Warren (Chief Operating Officer, My Vest Corporation)
  • Gib Watson (Vice Chairman, Bank & Trust Wealth Management Services, Envestnet)
  • Elliot Weissbluth (CEO, HighTower)
  • Dave Welling (Business Head, Black Diamond-Advent Software, Advent Software)
  • John Wernz (Chief Marketing Officer, Wealth Enhancement Group)
  • Janine Wertheim (President, Securities America Advisors)
  • Rob Whitaker (Group Publisher, Source Media)
  • Chuck Widger (Chairman, Brinker Capital)
  • Craig Wietz (President, First Rate Investment Systems)
  • Jane Williams (CEO, Sand Hill Global Advisors)
  • Matt Wilson (President, Brokerage, Scottrade)
  • Michael Winchell (CEO, Larkin Point Investment Adviors)
  • Wayne Withrow (Executive Vice President, SEI Advisor Network, SEI Investments)
  • Chris Wolfe (Chief Investment Officer, Private Banking & Investment Group, Merrill Lynch Wealth Management)
  • Mike Woods (CEO, DWS Investments Distributors)

Tiburon is also pleased to welcome the following journalists who have registered to attend select Tiburon CEO Summit XXV sessions:

  • To Be Announced

Attending Tiburon's CEO Summits

Tiburon maintains a list of over 1,300 executive-level clients at over 400 companies who have engaged the firm, many 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 contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.