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 84 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)
  • 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)
  • 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)
  • John Clendening (CEO, Blucora)
  • Colin Close (President, InvestCloud)
  • David Conover (CEO, EverBank Wealth Management)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Todd Crockett (Managing Director, TA Associates)
  • Robert DeChellis (President, Allianze Life Financial Services)
  • 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)
  • Ryan Fickel (Chief Technology Officer, AdvisorsExcel)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Tim Freundlich (President, Impact Assets)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Kyle Griswold (Partner, FTV Capital)
  • Bob Guillocheau (CEO, Ascensus)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Jeff Hendren (Chief Commercial Officer, Quovo)
  • Bob Huret (Founding Partner Emeritus, FTV Capital)
  • 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)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Stephen Langlois (Business Head, Strategic Business Development, Fidelity Wealth Technologies)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • Kim Laughton (President, Schwab Charitable)
  • 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)
  • 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, Andressen Horowitz)
  • George Riedel (Business Head, T. Rowe Price Group)
  • Tricia Rothschild (Chief Product Officer, Morningstar)
  • 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)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Hal Strong (Partner, Genstar Capital)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services
  • Ken Weise (CEO, Sonoma County Wealth Advisors)
  • Craig Wietz (President, First Rate)
  • 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 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.