Attendee List

Tiburon targets CEOs & sends invitations to its semi-annual Tiburon CEO Summits exclusively to C level executives, executive vice presidents, partners, & a few other business heads at its 450+ corporate clients. Tiburon invites less than the top 1.0% of its corporate clients' executives. 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 XXXII 
Confirmed Attendee List

Tiburon is pleased to announce that the following 234 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Ron Albahary (Chief Investment Officer, Threshold Group)
  • Mark Albers (CEO, Albers & Associates Consulting)
  • Mike Alfred (CEO, BrightScope)
  • Ryan Alfred (President, BrightScope)
  • Adam Antoniades (President, Cetera Financial Group)
  • Mike Apker (Executive Vice President, Envestnet)
  • Daniel Applegarth (Chief Financial Officer)
  • Anil Arora (CEO, Envestnet Yodlee)
  • David Bach (Co-Founder, AE Wealth Management)
  • Robb Baldwin (CEO, Trade PMR)
  • David Ballard (Chief Operating Officer, Cetera Financial Group)
  • Michael Bapis (Partner, The Bapis Group)
  • Jeremy Baskin (CEO, Axa Rosenberg)
  • Noreen Beaman (CEO, Brinker Capital)
  • Steven Begleiter (Managing Director, New York Office, Flexpoint Ford)
  • Jud Bergman (CEO, Envestnet)
  • Brad Bernstein (Managing Partner, FTV Capital)
  • Scott Billups (Chief Financial Officer, FTJ FundChoice)
  • Phil Blancato (President, Ladenburg Thalmann Asset Management)
  • Jack Bogle (Founder, The Vanguard Group)
  • Rod Boutin (General Counsel, FP Transitions)
  • Stuart Bowers (President, DST Brokerage Solutions)
  • Josh Brown (CEO, Ritholtz Wealth Management)
  • Brad Bueermann (CEO, FP Transitions)
  • John Bunch (President, Financial Engines Advisors, Financial Engines)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Brian Burns (President, InvestEdge)
  • Roy Burns (Managing Director, TA Associates)
  • Dewey Bushaw (Executive Vice President, Retirement Solutions Division, Pacific Life Insurance Company)
  • Don Calcagni (Chief Investment Officer, Mercer Advisors)
  • Lawrence Calcano (CEO, iCapital Network)
  • David Callanan (Co-Founder, Advisors Excel)
  • Bruce Cameron (Co-CEO Berkshire Capital Securities)
  • Rick Cancro (CEO, AdvisorEngine)
  • David Canter (Business Head, RIA Segment, Fidelity Clearing & Custody Solutions)
  • James Capps (Chief Technology Officer, Trust Company of America)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jerry Chafkin (Chief Investment Officer, AssetMark)
  • Saumen Chattopadhyay (President, Convex Capital Management)
  • Rene Chaze (Chief Operating Officer, Edelman Financial Services)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Bernie Clark (Executive Vice President, Advisory Services, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Todd Clarke (CEO, CLS Investments)
  • Frank Coates (CEO, Wheelhouse Analytics)
  • David Conover (CEO, EverBank Wealth Management)
  • John Coyne (Vice Chairman, Brinker Capital)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Robert DeChellis (President, Allianz Life Financial Services)
  • Stuart DePina (President, Envestnet Tamarac)
  • Nikesh Desai (CEO, Investing Channel)
  • Peter deSilva (President, Scottrade Financial Services)
  • Damian DeSola (Principal, The DeSola Group)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Claudio Dias (Chief Technology Officer, Discovery Data)
  • Will Dolan (Business Head, Fidelity ActionsXchange, Fidelity Institutional, Fidelity Investments)
  • Lisa Dolly (CEO, Pershing)
  • Bryan Dori (CEO, Archer)
  • Tom Dorsey (Founder, Dorsey, Wright, & Associates)
  • Stephane Dubois (CEO, Xignite)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • Pete Engelken (Chief Operating Officer, Hanson McClain)
  • Gary England (General Counsel, Hilliard Lyons)
  • Rob Foregger (Executive Vice President, NextCapital)
  • Mark Friedenthal (CEO, Tolerisk)
  • John Gabbert (Founder, Pitchbook Data)
  • Chris Gaffney (President, World Markets, EverBank Financial)
  • George Gatch (CEO, JP Morgan Funds Management)
  • John Geli (President, DST Retirement Solutions)
  • Jane Gladstone (Senior Managing Director, Evercore Partners)
  • Charles Goldman (CEO, AssetMark)
  • Lynne Goldman (Chief Administrative Officer, Fidelity Institutional Asset Management)
  • Jeffrey Goldstein (Senior Advisor, Hellman & Friedman)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services, RBC Capital Markets)
  • Jay Gragnani (Executive Vice President, Dorsey, Wright, & Associates)
  • Chris Gray (Leader, New South Wales)
  • Kyle Griswold (Partner, FTV Capital)
  • John Gulino (Executive Vice President, Discovery Data)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Matt Harris (Managing Director, Bain Capital Ventures)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Paul Hatch (Business Head, Advice & Solutions, UBS Wealth Management)
  • Neesha Hathi (Executive Vice President, The Charles Schwab Corporation)
  • Edward Hayes (Managing Partner, Spouting Rock Financial Partners)
  • Tim Heier (Chief Technology Officer, The Charles Schwab Corporation)
  • Bob Herrmann (CEO, Discovery Data)
  • Anton Honikman (CEO, MyVest Corporation)
  • Joe Hosler (Founding Partner, Auour Investments)
  • Lisa Hunt (Executive Vice President, The Charles Schwab Corporation)
  • Karl Jaeger (Chief Financial Officer, Strategic Insight)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Rob Johnston (Business Head, Wealth Advisory, Macquarie Group)
  • Nancy Jones (Chief Marketing Officer, Allianz Life Insurance Company of North America)
  • Jim Joslin (CEO, TFC Financial Management)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Kunal Kapoor (CEO, Morningstar)
  • Carl Katerndahl (Senior Executive Vice President, Global Retail, Nuveen Investments)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Lewis Katz (Chief Business Development Officer, Franklin Square Investment Corporation)
  • Kevin Keefe (CEO, First Allied Securities)
  • Meg Kelleher (Executive Vice President, Fidelity Institutional Wealth Services)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards)
  • Mike Kelly (Chief Investment Officer, FS Investments)
  • Pete Kirtland (CEO, Aspire Financial Services)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Kevin Knull (President, MoneyGuidePro)
  • Matthias Kuhlmey (Partner, Kuhlmey Group)
  • Randy Lambert (President, Orion Advisors Services)
  • Mike LaMena (President, HighTower)
  • Stephen Langlois (Business Head, Strategic Business Development, Fidelity Wealth Technologies)
  • Vincenzo LaRuffa (Partner, Financial Technology & Services Group, Aquiline Capital Partners)
  • Doug Lennick (CEO, Think 2 Perform)
  • Dennis Lockhart (Former President, Federal Reserve Bank of Atlanta)
  • Jeff Lovell (Co-Chairman, Lovell Minnick Partners)
  • John Lunny (CEO, Vestmark)
  • Ron Madey (President, Wealthcare Capital Mangement)
  • Kevin Mahn (President, Hennion & Walsh Asset Management)
  • Kyle Mallot (Chief Operating Officer, DST Systems)
  • Joel Mandelbaum (CEO, Strategic Insight)
  • Brooks Marston (Chief Operating Officer, Cantella & Company)
  • Josh Mayer (Chief Operating Officer, Envestnet)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada, Fidelity Investments)
  • Gerry McGraw (Chief Financial Officer, Fidelity Institutional)
  • James Mendelsohn (Chief Marketing Officer, Edelman Financial Services)
  • Pierre Mendelsohn (CEO, Alpima)
  • John Michel (CEO, CircleBlack)
  • Mike Miller (Chief Operating Officer, Advisors Excel)
  • Trisha Miller (Co-President, Carey Financial, WP Carey & Company)
  • Jim Minnick (Co-Chairman, Lovell Minnick Partners)
  • Steven Miyao (President, DST Kasina)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Herbert Moore (CEO, Wise Banyan)
  • David Musto (President, Great-West Investments)
  • Adrian Nazari (CEO, Credit Sesame)
  • Brian Nielsen (CEO, Northern Lights Distributors)
  • Pam Norley (President, Fidelity Charitable)
  • Ed O'Brien (CEO, eMoney Advisor)
  • Curt Olson (Executive Vice President, Institutional Accounts, PIEtech)
  • Bob Oros (CEO, HD Vest Financial Services)
  • Josh Pace (CEO, Trust Company of America)
  • Blakely Page (Managing Partner, Spouting Rock Financial Partners)
  • Michael Parker (Chief Development Officer, Enterprise Development, HighTower)
  • Russell Parker (President, RPM Distribution)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Bill Parsons (Chief Customer Officer, Yodlee)
  • Heeran Pathak (Chief Technology Officer, Vestmark)
  • Jim Patrick (Executive Vice President, Envestnet)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Don Phillips (Managing Director, Morningstar)
  • Steve Piaker (Co-Business Head, Financial Partners, Napier Park Global Capital)
  • Steve Pierson (President, Lovell Minnick Partners)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Ryan Porter (Executive Vice President, Riskalyze)
  • Alex Potts (CEO, Loring Ward Group)
  • Lowell Putnam (CEO, Quovo)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Larry Raffone (CEO, Financial Engines)
  • Dean Rager (President, Geneos RIA)
  • Glenn Reed (Managing Director, The Vanguard Group)
  • Len Reinhart (CEO, Wealthcare Capital Management)
  • George Riedel (Business Head, Financial Institutions, T. Rowe Price Group)
  • Todd Roadman (CEO, Fidelity Clearing Canada)
  • Noni Robinson (Business Head, Banks, Insurance Companies, & Institutions Channel, The Vanguard Group)
  • Tony Rochte (President, SelectCo Division, Fidelity Asset Management)
  • Andrew Rogers (CEO, Gemini Fund Services)
  • Scott Romine (CEO, National Planning Holdings)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Gary Roth (Executive Vice President, United Capital Financial Partners)
  • Tricia Rothschild (Chief Product Officer, Morningstar)
  • John Rourke (CEO, Starburst Labs)
  • Andrew Rudd (CEO, Advisor Software)
  • Scott Ruddick (Chief Marketing Officer, Advisor Partners)
  • Larry Rybka (President, Valmark Securities)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Abby Schneiderman (Co-CEO, EverPlans)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Spenser Segel (CEO, Acti Fi)
  • Adam Seifer (Co-CEO, EverPlans)
  • Jim Seuffert (Senior Partner, Wheelhouse Analytics)
  • Tim Shannon (President, CAIS Group)
  • Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Barron's)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Nick Sheumack (Co-CEO, Berkshire Capital Securities)
  • Curtis Shoch (Executive Vice President, PIEtech)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Michael Smith (Chief Operating Officer, InvestCloud)
  • Eric Sontag (Chief Operating Officer, Sontag Advisory)
  • Karl Sprules (Chief Technology Officer, AB Global)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Angie Stephenson (Chief Operating Officer, ParenteBeard Wealth Management)
  • Jon Stern (Partner, Berkshire Capital Securities)
  • Brian Stimpfl (Business Head, Scottrade Advisor Services, Scottrade Financial Services)
  • Dave Stone (CEO, Aria Retirement Solutions)
  • Hal Strong (Partner, Operations, Genstar Capital)
  • John Surface (Senior Executive Vice President, Corporate Development, EverBank Financial)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • Ed Swenson (Chief Operating Officer, Dynasty Financial Partners)
  • Marie Swift (CEO, Impact Communications)
  • Jerry Szilagyi (CEO, Catalyst Capital Advisors)
  • Jason Thomas (CEO, Savos Investments)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services, Royal Bank of Canada)
  • Allen Thorpe (Managing Director, Hellman & Friedman)
  • Mark Tibergien (CEO, Pershing Advisor Solutions)
  • Doug Trott (CEO, PriceMetrix)
  • Frank Trotter (Chairman, EverBank Global Markets)
  • Mark Trousdale (Executive Vice President, InvestCloud)
  • Paul Uhlman (President, Federated Securities Corporation)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Bob Verrico (Executive Chairman, Investing Channel)
  • Nic Volpi (Partner, Permira Advisors Limited)
  • Kapin Vora (Partner, Capco Consulting)
  • Kendrick Wakeman (CEO, FinMason)
  • Edmond Walters (Founder, eMoney Advisor)
  • Elliot Weissbluth (CEO, HighTower)
  • Dave Welling (Co-Business Head, Advent Software, SS&C Technologies)
  • Craig Wietz (President, First Rate)
  • Tom Williams (Partner, ParenteBeard Wealth Management)
  • Kevin Winters (Executive Vice President, PIMCO)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Cathie Wood (CEO, ARK Investment Management)
  • Bill Wostoupal (President, Northern Lights Distributors)
  • John Yackel (Executive Managing Director, Envestnet)
  • Derek Young (Vice Chairman, Fidelity Institutional Asset Management)
  • Tom Zazueta (Chief Marketing Officer, Loring Ward Group)
   

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 1,300 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.