Attendee List

Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, & partners at its 450+ corporate clients. Tiburon invites the top 0.7% 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 XXXVI
Confirmed Attendee List

Tiburon is pleased to announce that the following 111 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXVI:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • Dave Barton (Vice Chairman, Mercer Advisors)
  • Jon Baum (Executive Chairman, NorthStar Financial Services Group)
  • Ryan Beach (CEO, CLS Investments)
  • Brent Beene (Managing Partner, Regent Atlantic Capital)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • Adam Birenbaum (CEO, Buckingham Family of Financial Services)
  • Tom Bradley (CEO, Tom Bradley Advisors)
  • Jason Brausewetter (Executive Vice President, Discovery Data)
  • Ben Brigeman (Strategic Advisor, Financial Services, Genstar Capital)
  • Roy Burns (Managing Director, TA Associates)
  • Caleb Callahan (Chief Operating Officer, ValMark Financial Group)
  • Robbie Cannon (CEO, Horizon Investments)
  • David Canter (Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions, Fidelity Investments)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Tim Carroll (CEO, New York Private Trust Company)
  • Ron Carson (CEO, Carson Wealth Management Group)
  • Peter Cieszko (Chief Client Officer, Americas, American Century Investments)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Carolyn Clancy (Executive Vice President, Broker/Dealer Segment, Fidelity Clearing & Custody Solutions)
  • Todd Crockett (Managing Director, TA Associates)
  • Gayle Crowell (Senior Advisor, Warburg Pincus)
  • Scott Curtis (President, Raymond James Financial Services)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Nate Dalton (CEO, Affiliated Managers Group (AMG))
  • Bruno del Ama (Former CEO, Global X)
  • Stuart DePina (President, Envestnet Tamarac)
  • Jim Dowd (President, North Capital)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ric Edelman (Chairman, Investor Education, Edelman Financial Engines)
  • Harold Evensky (Chairman, Evensky & Katz/Foldes Financial Management)
  • Kim Fleming (CEO, Hefren-Tillotson)
  • Greg Friedman (CEO, Private Ocean)
  • Brett Goodman (Chief Communications Officer, E*Trade Financial Corporation)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Lori Hardwick (President, Advisor Innovation Labs)
  • Karl Heckenberg (Senior Advisor, New York Private Bank & Trust Company)
  • Bob Herrmann (CEO, Discovery Data)
  • Salene Hitchcock-Gear (President, Prudential Individual Life Insurance)
  • Tim Hockey (CEO, TD Ameritrade Holding Corporation)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Mark Hurley (CEO, Fiduciary Network)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Strategy Officer, FIX Flyer)
  • Michael Kim (Chief Client Officer, AssetMark)
  • Jon Korngold (Managing Director, Global Financial Services Sector, General Atlantic)
  • Matthias Kuhlmey (Executive Vice President, Enterprise Investments & Acquisitions, HighTower)
  • Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
  • Kevin Laraia (Executive Vice President, Enterprise Sales, Docupace Technologies)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Kevin Mahn (President, Hennion & Walsh Asset Management)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Bridget McNamara-Fenesy (CEO, M Holdings Securities)
  • John Michel (CEO, CircleBlack)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Jan Molino (CEO, Aspire Ascend)
  • Ed Moore (President, Edelman Financial Services)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • Joe Mrak (CEO, FolioDynamix)
  • Jim Nagengast (CEO, Securities America)
  • Sandra Nesbit (Managing Director, Mercer Advisors)
  • Josh Pace (President, TCA by E*Trade)
  • Jim Patrick (Executive Vice President, Sales, Envestnet)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Randy Prager (Chief Technology Officer, FIX Flyer)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Kian Rafia (Business Head, Advisor Solutions, Morningstar)
  • Tony Rochte (Executive Vice President, Institutional Investment & Technology Solutions and FundsNetwork, Fidelity Investments)
  • Karl Roessner (CEO, E*Trade Financial Corporation)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Brian Ross (CEO, FIX Flyer)
  • Knut Rostad (President, The Institute for the Fiduciary Standard)
  • Gary Roth (Chief Business Officer, United Capital Financial Advisers)
  • Larry Rybka (Junior) (CEO, ValMark Financial Group)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Ken Schapiro (President, Condor Capital Management)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Dow Jones Media Group, Dow Jones & Company)
  • Clara Shih (CEO, Hearsay Systems)
  • Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Paul Stamas (Managing Director, General Atlantic)
  • Andrew Stavaridis (Executive Managing Director, Enterprise & Advisor Sales, Envestnet)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Ram Subramaniam (President, Fidelity Brokerage Services)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Mike Walliser (Chief Operating Officer, Condor Capital Management)
  • Elliot Weissbluth (CEO, HighTower)
  • Craig Wietz (President, First Rate)
  • Greg Willsey (Managing Partner, GFS Private Wealth, Mercer Advisors)
  • Natalie Wolfsen (Chief Solutions Officer, AssetMark)
  • Ed Yardeni (President, Yardeni Research)
  • Al Zdenek (Execuitve Vice President, Mercer Advisors)