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 XXXIV
Confirmed Attendee List

Tiburon is pleased to announce that the following 216 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXIV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mark Casady (Former CEO, LPL Financial Holdings)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Mike Abelson (Executive Vice President, AssetMark)
  • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
  • Mike Apker (Executive Vice President, Envestnet)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, NorthStar Financial Services Group)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • Bob Bensman (CEO, The Bensman Group)
  • Jud Bergman (CEO, Envestnet)
  • Brad Bernstein (Managing Partner, FTV Capital)
  • Richard Berthy (CEO, Foreside Financial Group)
  • David Benskin (CEO, Wealth Access)
  • Kevin Birzer (CEO, Tortoise Capital Advisors)
  • Stuart Bowers(President, DST Brokerage Solutions)
  • Todd Briddell (CEO, CenterSquare Investment Management)
  • Ben Brigeman (Partner, Genstar Capital)
  • Matt Brown (CEO, CAIS Group)
  • Buck Buckley (CEO, Actua Corporation)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Roy Burns (Managing Director, TA Associates)
  • Dewey Bushaw (Executive Vice President, Pacific Life Insurance Company)
  • Kevin Byrne (Chief Financial Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Caleb Callahan (Chief Operating Officer, Valmark Securities)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Fidelity Clearing & Custody Solutions, Fidelity Investments)
  • James Capps (Chief Technology Officer, Trust Company of America)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jeff Carlin (Senior Managing Director, Nuveen Investments)
  • Tim Carroll (CEO, New York Private Trust Company)
  • James Caulkins (Chief Revenue Officer, Docupace Technologies)
  • Jerry Chafkin (Chief Investment Officer, AssetMark)
  • Rene Chaze (Chief Corporate Development Officer, Edelman Financial Services)
  • Rita Cheng (CEO, Blue Ocean Global Wealth)
  • Bart Chilton (Former Chairman, Commodity Futures Trading Commission (CFTC))
  • Dan Ciavarella (Executive Vice President, FolioDynamix)
  • Peter Cieszko (Chief Client Officer, Americas, American Century Investments)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Carolyn Clancy (Executive Vice President, Fidelity Institutional)
  • Bernie Clark (Executive Vice President, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Services)
  • John Clendening (CEO, Blucora)
  • David Conover (CEO, EverBank Wealth Management)
  • Margo Cook (President, Nuveen Advisory Services)
  • Todd Crockett (Managing Director, TA Associates)
  • Jeff Cruttenden (CEO, Say)
  • Ben Cukier (Managing Partner, )Centana Growth Partners
  • Chris Curtis (Chief Financial Officer, Envestnet Enterprise)
  • Jeff Cusack (Senior Managing Director, Nuveen Investments)
  • Peter DeBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange)
  • Peter deSilva (President, TD Ameritrade Retail Distribution)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Louis Diamond (Executive Vice President, Diamond Consultants)
  • Claudio Dias (Chief Technology Officer, Discovery Data)
  • Andrew Dodson (Partner, Parthenon Capital Partners)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Bob Doll (Chief Equity Strategist, Nuveen Asset Management)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Steve Dunlap (President, FolioDynamix)
  • Laura Dunne (Treasurer, Envestnet)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Mark Earley (CEO, Hines Securities)
  • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • John Faustino (Chief Strategy Officer, fi360)
  • Steve Finn (Chairman, Trust Company of America)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Greg Friedman (CEO, Private Ocean)
  • Sheryl Garrett (CEO, Garrett Financial Planning Network)
  • Charles Goldman (CEO, AssetMark)
  • Jeffrey Goldstein (CEO, SpringHarbor Financial Group)
  • Aaron Gordon (Chief Planning Officer, Edelman Financial Services)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Phil Green (Chief Financial Officer, Brinker Capital)
  • Kyle Griswold (Partner, FTV Capital)
  • Cheryl Gustitus (Executive Vice President, Sustainalytics)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Tom Haught (President, Sequoia Financial Group)
  • Jimmy Hausberg (Partner, Hausberg Group)
  • Karl Heckenberg (Senior Advisor, New York Private Bank & Trust Company)
  • Bob Herrmann (CEO, Discovery Data)
  • Spencer Hoffman (Partner, Lovell Minnick Partners)
  • Jason Hsu (Chairman, Rayliant Global Advisors)
  • Mark Hurley (CEO, Fiduciary Network)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • Michael Jantzi (CEO, Sustainalytics)
  • Anders Jones (CEO, Facet Wealth)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Joe Keefe (CEO, Pax World Funds)
  • Kevin Keller (CEO, Certified Planner Board of Standards (CFP Board))
  • Mike Kelly (Chief Investment Officer, FS Investments)
  • Kelly Keough (Business Head, Global Digital Wealth Management, JP Morgan Chase & Company)
  • Mike Kerins (CEO, RobustWealth)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Michael Kopelman (Partner, Edison Partners)
  • Jon Korngold (Managing Director, General Atlantic)
  • Sallie Krawcheck (Co-Founder, Ellevate Network)
  • Matthias Kuhlmey (Executive Vice President, HighTower)
  • Sagar Kurada (Chief Financial Officer, HighTower)
  • Randy Lambert (President, Orion Advisor Services)
  • Stephen Langlois (Chief Business Development Officer, eMoney Advisor)
  • Kevin Laraia (Chief Operating Officer, Docupace Technologies)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Doug Lennick (CEO, think2perform)
  • Stephanie Leudke (CEO, Citi Investment Management)
  • Jarrett Lilien (Managing Partner, Bendigo Partners)
  • Jeff Lovell (Co-Chairman, Lovell Minnick Partners)
  • Michael Lovett (Business Head, RIA Channel, The Vanguard Group)
  • John Lunny (CEO, Vestmark)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Angelo Manioudakis (Chief Investment Officer, Global Asset Allocation, Fidelity Investments)
  • Roddy Marino (Executive Vice President, National Accounts & Distribution, Brinker Capital)
  • Judy Marlinski (President, Fidelity Institutional Asset Management)
  • Josh Mayer (Chief Operating Officer, Envestnet)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Jim Minnick (Co-Chairman, Lovell Minnick Partners)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Steven Miyao (President, DST Research, Analytics, & Consulting)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Ed Moore (President, Edelman Financial Services)
  • Hans Morris (Managing Partner, Nyca Partners)
  • Bill Mueller (CEO, fi360)
  • David Musto (President, Ascensus)
  • Cheryl Nash (President, Fiserv Investment Services)
  • Kathy Neumann (President, SerenityShares Investments)
  • Brian Nielsen (CEO, Northern Lights Distributors)
  • Mike Nugent (Managing Director, Vestigo Ventures)
  • Mike O’Brien (CEO, Europe, Middle East, & Africa, JP Morgan Asset Management)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (CEO, Trust Company of America)
  • Andrew Palmer (Chief Financial Officer, Riskalyze)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Lauren Pearson (Partner, HighTower Twickenham)
  • Angela Pecoraro (CEO, Advicent Solutions)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Mark Penske (CEO, United Advisors)
  • John Phillips (Executive Vice President, Fidelity Custody & Clearing Solutions)
  • Steve Pierson (President, Lovell Minnick Partners)
  • Michael Pinsker (CEO, Docupace Technologies)
  • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
  • Steve Plump (Executive Vice President, PIMCO)
  • Alex Potts (CEO, Loring Ward Group)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Dean Rager (President, Geneos RIA, Geneos Wealth Management)
  • Jodee Rager (Chief Compliance Officer, Geneos Wealth Management)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Chris Rimmer (Chief Accounting Officer, Fidelity Investments)
  • Samantha Roady (President, Retail, Gain Capital Holdings)
  • Noni Robinson (Business Head, Banks, Insurance Companies, & Institutions Channel, The Vanguard Group)
  • Tony Rochte (Executive Vice President, FundsNetwork, Fidelity Investments)
  • Karl Roessner (CEO, E*Trade Financial Corporation)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Gary Roth (Executive Vice President, United Capital Financial Advisers)
  • Trish Rothschild (Chief Product Officer, Morningstar)
  • Andrew Rudd (CEO, Advisor Software)
  • Larry Rybka (CEO, ValMark Securities)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Tim Shannon (President CAIS Group)
  • Sterling Shea (Associate Publisher, Dow Jones Media Group)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Karl Sprules (Chief Technology Officer, AB Global)
  • Paul Stamas (Managing Director, General Atlantic)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Paul Stevens (CEO, Investment Company Institute (ICI))
  • Andy Stewart (Partner, Motive Partners)
  • John Streur (CEO, Calvert Investments)
  • Hal Strong (Partner, Genstar Capital)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • John Taft (Vice Chairman, RW Baird & Company)
  • Arnaud Tesson (Partner, North American Asset Management Practice, Egon Zehnder International)
  • John Thiel (Former Vice Chairman, Global Wealth & Investment Management, Bank of America Corporation)
  • Todd Thomson (Chairman, Dynasty Financial Partners)
  • Allen Thorpe (Managing Director, Hellman & Friedman)
  • Theresa Torian (Chief Operating Officer, CFRA Research)
  • Chris VanMierlo (Chief Administrative Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Greg Vigrass (CEO, Folio Institutional)
  • Mike Vogelzang (CEO, Boston Advisors)
  • George Walker (CEO, Neuberger Berman Management)
  • Tim Wallace (CEO, iPipeline)
  • Steve Wallman (CEO, Foliofn)
  • Corey Walther (Chief Operating Officer, Allianz Life Financial Services)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Vertical Management Systems)
  • Elliot Weissbluth (CEO, HighTower)
  • Craig Wietz (President, First Rate)
  • Doug Wilburn (Chief Compliance Officer, ValMark Securities)
  • Kevin Winters (Executive Vice President, PIMCO)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Derek Young (Vice Chairman, Fidelity Institutional Asset Management)
  • Hussain Zaidi (CEO, Advizr)
  • Kyle Zasky (Partner, SenaHill Partners)
  • Evelyn Zohlen (President, Inspire Financial)
   

Attending Tiburon CEO Summits

Tiburon maintains a list of over 1,600 executive-level clients at over 450 companies that have engaged the firm, 1,000 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 email Tiburon's Managing Partner Chip Roame. If you are not yet a Tiburon client and interested in becoming a Tiburon client to attend a Tiburon CEO Summit, please email Sarah Sage.

Tiburon CEO Summits Attendee Policy

Tiburon CEO Summits, more specifically, have two specific attendee policies:

  • Seniority: Tiburon targets CEO attendees and limits attendance 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. Other managing directors, senior vice presidents, functional heads, and all others are not invited in order to keep the discussion focused on CEO-level issues
  • Clients: Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, become Tiburon members (subscribe to the Tiburon Research Access Program), and/or purchase at least a single day of consulting each year.

Other attendee rules have also been added by the Tiburon CEO Summit Sponsors Committee over the years:

  • Title Structures: Tiburon recognizes that companies have varying title structures. Experience across 450+ corporate clients suggests that the most common direct reports to CEOs are C-level executives and executive vice presidents
  • Verified Titles: Tiburon verifies titles through company web sites & executive LinkedIn postings. Tiburon also sometimes requests organizational charts to further verify confusing titles
  • Professional Services Firms: Tiburon recognizes that professional services firms often utilize the partner title similar to how companies utilize the executive vice president title. Partners are welcome to attend the Tiburon CEO Summits but only those with the most senior partner title if firms have multiple partner levels
  • Most Senior Title: Tiburon recognizes that many executives have multiple titles. Tiburon accepts the most senior title regardless of other titles (for example, an executive listed as Senior Vice President & Chief Marketing Officer would qualify under the Chief Marketing Officer title)
  • Board Members: Tiburon does not extend invitations to board members of qualified Tiburon clients including non-executive chairmen. These same executives though are welcome to qualify in their full-time roles and/or as individual Tiburon members
  • Venture Capital & Private Equity Owners: Tiburon does not extend invitations to executives at venture capital & private equity firms that invest in qualified Tiburon clients. These same executives though are welcome to have their firms qualify and many venture capital & private equity firms are Tiburon CEO Summit sponsors & Tiburon members. The inverse is also true; Tiburon does not extend invitations to executives at firms invested in by venture capital & private equity firm clients. Again, these same executives though are welcome to have their firms qualify

Once invitations are extended, delegation is not allowed. Tiburon realizes that if substitutes are allowed, the firm may quickly end up hosting a vice presidents Summit, instead of a CEOs Summit. Due to the frequency and other commitments, many Tiburon clients attend Tiburon's CEO Summits only periodically, but are still granted seats as long as they remain active Tiburon clients.