Attendee List

Tiburon sends invitations to its semi-annual CEO Summits exclusively to C-level executives, executive vice presidents, & other business heads at its 300+ 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 and to try to manage the size of each CEO Summit to 200 client attendees.

Tiburon CEO Summit XXII 
Confirmed Attendee List

Tiburon is pleased to announce that the following 173 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rick Adler (CEO, Convergent Capital Management)
  • Gurinder Ahluwalia (CEO, Genworth Financial Wealth Management)
  • David Akellian (Executive Vice President, Custom Clearing Services, LPL Financial)
  • Mike Alfred (CEO, Brightscope)
  • John Alshefski (Business Head, Business Development, Investment Manager Services, SEI Investments)
  • Mike Apker (Business Head, Reporting & Data Aggregation Services, Envestnet)
  • Andy Arenberg (Global Business Head, ETF Distribution, Russell Investments)
  • Dan Arnold (Business Head, Strategy, LPL Financial)
  • Marion Asnes (Chief Marketing Officer, Envestnet)
  • Steve Atkinson (Executive Vice President, Advisor Relations, Loring Ward Group)
  • Peter Baccile (Vice Chairman, JP Morgan Securities)
  • David Bailin (Global Business Head, Managed Investments, Citi Private Bank)
  • Chuck Baldiswieler (CEO, TCW Funds)
  • George Ball (Co-CEO, The Edelman Financial Group)
  • David Ballard (Chief Information Officer, Advisor Group, American International Group (AIG))
  • Keith Banks (President, US Trust)
  • Kevin Barr (Chief Investment Officer, SEI Investments)
  • Atindra Barua (CEO, TrustFort)
  • Tony Batman (CEO, 1st Global Capital Corporation)
  • Chris Battaglia (Publisher, Pensions & Investments)
  • Dave Baum (Partner, Investment Products & Services Group, Alston & Bird)
  • Jon Baum (CEO, The Dreyfus Corporation)
  • Jud Bergman (CEO, Envestnet)
  • Jessica Bibliowicz (CEO, National Financial Partners)
  • Joan Binstock (Chief Operations Officer, Lord, Abbett, & Company)
  • Don Black (Business Head, Marketing & Communications, Barron’s)
  • Chris Blunt (President, Insurance, New York Life Insurance Company)
  • Stephanie Bogan (CEO, Quantuvis Consulting)
  • David Booth (CEO, Dimensional Fund Advisors)
  • Joe Bottazzi (Executive Vice President, Business Development, Edelman Financial Services)
  • Tom Bradley (President, TD Ameritrade Institutional Services)
  • Stephanie Brown (General Counsel, LPL Financial)
  • Joel Bruckenstein (Publisher, Technology Tools for Today)
  • Bruce Cameron (CEO, Berkshire Capital Securities)
  • Frank Campanale (CEO, First Allied Wealth Management & Institutional Consulting Services)
  • David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)
  • Mitch Caplan (CEO, Jefferson National Financial)
  • James Carney (CEO, By All Accounts)
  • Mark Casady (CEO, LPL Financial)
  • Carolyn Clancy (Executive Vice President, Funds Network, Personal, Workplace, & Institutional Services, Fidelity Investments)
  • Eric Clarke (President, Orion Advisor Services)
  • Todd Clarke (President, CLS Investments)
  • Steve Cohen (Chief Strategy Officer, Pro Funds Group)
  • Jenn Connelly (CEO, JCPR)
  • David Conover (President, EverBank Wealth Management)
  • Brad Cornell (Business Head, Sponsor Relations, LPL Financial)
  • Tom Corra (Chief Administrative Officer, Fidelity Advisor Solutions, Fidelity Institutional Services Company, Fidelity Investments)
  • Scott Couto (President, Fidelity Financial Advisor Solutions, Fidelity Institutional Services Company, Fidelity Investments)
  • Trish Cox (Business Head, Schwab Corporate Brokerage Services, The Charles Schwab Corporation)
  • Peter Crenier (Business Head, Business Development, Investment Services, Fiserv)
  • Ben Cukier (Partner, FTV Capital)
  • Scott Curtis (President, Raymond James Financial Services)
  • Jeff Cusack (President, Intermediary Distribution, Forward Management)
  • Scott David (Business Head, Third-Party Distribution, T. Rowe Price Group)
  • Dick Davies (Business Head, Defined Contribution, Americas Institutional, Russell Investments)
  • Surajeet Deka (Executive Vice President, TrustFort)
  • Mike DiGirolamo (Business Head Investment Advisors Division, Raymond James Financial Services)
  • Lon Dolber (CEO, American Portfolios Financial Services)
  • Jeffrey Dunham (CEO, Dunham & Associates)
  • Steve Dunlap (President, Pershing Managed Account Solutions, Pershing)
  • Mike Durbin (President, Fidelity Institutional Wealth Services)
  • Ric Edelman (Co-CEO, The Edelman Financial Group)
  • Ken Ehinger (CEO, M Holdings Securities)
  • Mitch Eichen (CEO, The MDE Group)
  • Randy Epright (Chief Operating Officer, Advisor Group, American International Group (AIG))
  • Mike Everett (Chief Marketing Officer, My Vest Corporation)
  • Ali Fatemi (Chairman, Center for Financial Services, DePaul University)
  • Tom Finke (CEO, Babson Capital Management)
  • Ed Finn (President, Barron’s)
  • Rob Foregger (Chief Strategy Officer, Personal Capital Corporation)
  • Mike Gianoni (Group President, Financial Institutions Group, Fiserv)
  • Craig Gordon (President, RBC Correspondent & Advisor Services)
  • Gail Graham (Executive Vice President, Marketing, Fidelity Institutional Wealth Services)
  • Larry Greenberg (President, Jefferson National Financial)
  • Barnaby Grist (Executive Vice President, Wealth Management, Cetera Financial Group)
  • Aaron Guidotti (CEO, Grendel)
  • Bill Harris (CEO, Personal Capital Corporation)
  • Paul Hatch (Business Head, Investment Strategy & Client Solutions, Morgan Stanley Smith Barney)
  • Gary Holland (Publisher, Barron's)
  • Patrick Hughes (Co-CEO, Guggenheim Global Trading)
  • Chandresh Iyer (Global Business Head, Investment Administration Services, Citigroup Global Transaction Services)
  • Dwight Jacobsen (Executive Vice President, Intermediary Distribution, The Dreyfus Corporation)
  • Fred Jonske (CEO, M Financial Group)
  • Tif Joyce (President, Joyce Financial Management)
  • Mark Katzelnick (Chief Operations Officer, Fidelity Institutional, Fidelity Investments)
  • Loren Katzovitz (Co-CEO, Guggenheim Global Trading)
  • Dan Kern (President, Advisor Partners)
  • Michael Kim (Executive Vice President, Genworth Financial Wealth Management)
  • Stephen Langlois (Chief Administrative Officer, National Financial Services, Fidelity Investments)
  • Dick Lampen (CEO, Ladenburg Thalmann Financial Services)
  • David Lau (Chief Operating Officer, Jefferson National Financial)
  • Chuck Lewis (CEO, My Vest Corporation)
  • Sarah Libbey (President, Fidelity Charitable Gift Fund)
  • Steve Lundquist (Business Head, RIA Channel, JP Morgan Funds Management)
  • Adam Malamed (Chief Operating Officer, Ladenburg Thalmann & Company)
  • Owen Malcolm (Chief Operating Officer, Sanders Financial Management)
  • Bobbi Masiello (Executive Vice President, Relationship Management, National Financial Services)
  • Jim McCool (Executive Vice President, Institutional Services, The Charles Schwab Corporation)
  • Gerry McGraw (President, Fidelity Institutional)
  • Steve Meyer (President, Investment Manager Services, SEI Investments)
  • Frank Minerva (Chief Operating Officer, Private Wealth Management, UBS)
  • Sanjiv Mirchandani (President, National Financial Services)
  • Viggy Mokkarala (Executive Vice President, Sales & Client Service, Envestnet)
  • Ed Moore (President, Edelman Financial Services)
  • Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
  • Robert Moore (Chief Financial Officer, LPL Financial)
  • Bruce Morris (Executive Vice President, Banking & Corporate Groups, Source Media)
  • Don Mueth (Chief Financial Officer, Guggenheim Investment Advisors)
  • Jerrry Murphy (CEO, FSC Securities & Advantage Capital Corporation)
  • John Murray (Chief Information Officer, Genworth Financial Wealth Management)
  • Cheryl Nash (President, Investment Services, Fiserv)
  • Brian Nielsen (President, Northern Lights Distributors)
  • Bill O'Conor (Executive Vice President, Financial Services Group, Penton Media)
  • Harry O’Mealia (CEO, Legg Mason Investment Counsel)
  • Steve Onofrio (Senior Managing Director, Sales & Service, SEI Advisor Network)
  • Greg Pacholski (CEO, Albridge Solutions)
  • Jim Patrick (Business Head, High Net Worth Advisory Business, Envestnet)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Don Phillips (President, Fund Research, Morningstar)
  • John Phillips (Executive Vice President, Strategic & Global Sales, National Financial Services)
  • James Poer (President, NFP Advisor Services Group, National Financial Partners)
  • Jim Polisson (CEO, Global Exchange Traded Fund Business, Russell Investments)
  • Laura Pollard (Executive Vice President, Fidelity ActionsXchange, Fidelity Investments)
  • Dave Pottruck (Co-Chairman, High Tower)
  • Alex Potts (CEO, Loring Ward Group)
  • Scott Powers (CEO, State Street Global Advisors)
  • Andy Putterman (CEO, Fortigent)
  • Arvind Ramnani (Business Head, US Technology Equity Research, Investment Research, UBS)
  • George Riedel (Business Head, Intermediary Distribution, Third-Party Distribution, T. Rowe Price Group)
  • Neal Ringquist (President, Advisor Software)
  • Tony Rochte (Senior Managing Director, North American Intermediary Business Group, State Street Global Advisors)
  • Jim Ross (Senior Managing Director, Intermediary Business Group, State Street Global Advisors)
  • Larry Roth (CEO, Advisor Group, American International Group (AIG))
  • Myra Rothfeld (Chief Marketing Officer, Genworth Financial Wealth Management)
  • Andrew Rudd (CEO, Advisor Software)
  • Kevin Ruth (CEO, UBS Financial Services Insurance Agency, UBS Financial Services, UBS)
  • Bill Salus (Executive Vice President, Asset Servicing, The Bank of New York Mellon Corporation)
  • Emily Sanders (CEO, Sanders Financial Management)
  • Rich Santos (Group Publisher, Registered Rep & Trust & Estates, Wealth Management Group, Penton Media)
  • Matt Schiffman (Business Head, Global Marketing, Legg Mason)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Dan Seivert (CEO, Echelon Partners)
  • Tim Selby (Partner, Alston & Bird)
  • Maggie Serravalli (Executive Vice President, Client Experience, Operations Service Group, Fidelity Institutional, Fidelity Investments)
  • Roger Servison (President, Strategic New Business Development, Fidelity Investments)
  • Ryan Shanks (CEO, Finetooth Consulting)
  • Austin Shapard (President, Rockefeller Financial Services)
  • Brandon Sharrett (Business Head, Global Sales Organization, Investment Services, Fiserv)
  • Sterling Shea (Business Head, Advisory & Wealth Management Programs, Barron's)
  • Babu Sivadasan (Executive Vice President, Engineering & Product Development, Envestnet)
  • David Smilow (Chairman, Jefferson National Financial)
  • David Smith (Group Publisher, Financial Advisor & Private Wealth Magazines, Charter Financial Publishing Network)
  • Cliff Stanton (Chief Investment Officer, Prima Capital Management)
  • Esther Stearns (President, LPL Financial)
  • Beth Stelluto (Executive Vice President, Product & Platform Development, LPL Financial)
  • Ram Subramaniam (Business Head, Products, TD Ameritrade)
  • John Thiel (Co-Business Head, Private Wealth Management, Bank of America Corporation)
  • Todd Thomson (Chairman, Dynasty Financial Partners)
  • Frank Trotter (President, EverBank Direct)
  • Greg Vigrass (CEO, Folio Institutional, Foliofn)
  • Gib Watson (CEO, Prima Capital Management)
  • Jerry Webman (Chief Economist, Oppenheimer Funds)
  • Elliot Weissbluth (CEO, High Tower)
  • Scott Welch (Senior Managing Director, Investment Research & Strategy, Fortigent)
  • Tim Welsh (CEO, Nexus Strategy)
  • Janine Wertheim (President, Securities America Advisors, Securities America)
  • Al West (CEO, SEI Investments)
  • Craig Wietz (President, First Rate Investment Systems)
  • Mike Wilson (Executive Vice President, State Street Bank & Trust Company, State Street Corporation)
  • Michael Winnick (Business Head, Strategic Partnerships & US Intermediary Distribution, Russell Investments)
  • Wayne Withrow (Executive Vice President, Investment Advisor Network, SEI Investments)
  • Doug Wolford (President, Convergent Wealth Advisors)
  • Mike Woods (CEO, DWS Investments Distributors)
  • Paul Zettl (Business Head, Institutional Marketing & Corporate Events, TD Ameritrade Institutional)

Tiburon is also pleased & appreciative to welcome the following consumers who will share their views of the financial services industry at Tiburon CEO Summit XXII:

  • [to be added soon]

Tiburon is also pleased to welcome the following 11 journalists who have registered to attend specific sessions at Tiburon CEO Summit XXII:

  • Diana Britton (Staff Writer, Registered Rep)
  • Joe Giannone (Senior Correspondent, Wealth Management, Thomson Reuters)
  • Lorie Konish (Senior Editor, On Wall Street)
  • Fran McMorris (Editor-in-Chief, On Wall Street)
  • Helaine Olen (Reporter, Helaine Olen)
  • April Rudin (Wealth Marketing Writer, Huffington Post)
  • Greg Shulas (Interactive Editor, Fund Fire)
  • Evan Simonoff (Executive Editor, Financial Advisor Magazine)
  • Tom Stabile (Associate Editor, Fund Fire)
  • Jessica Toonkel (Reporter, Thomson Reuters)
  • Halah Touryalai (Staff Writer, Forbes)

Attending Tiburon's CEO Summits

Tiburon maintains a list of over 3,000 executive-level clients at over 300 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is limited to 200 executives and 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.