Consulting Staff

Tiburon's consulting staff is comprised of a core group of research managers & associates as well as business & marketing managers & associates. Tiburon's research managers & associates are critical to the development of research reports and the completion of client assignments, and some are able to assist both media representatives and conference planners. Tiburon's business & marketing managers & associates contribute to running the firm and marketing its products & services.

Four contacts are provided below who should be able to fulfill all needs:

  • Pablo Perez: Please contact for all Tiburon research issues
  • Sarah Sage: Please contact for all Tiburon product & service (marketing) issues
  • Brian Cotter: Please contact for all Tiburon web site issues

Tiburon Research Questions

Pablo Perez
Senior Research Manager

Pablo Perez joined Tiburon as a research manager in 2007, was promoted to the role of senior research manager in 2008, left the firm for personal reasons later in 2008, and then rejoined the firm as a senior research manager in 2010. At Tiburon, Mr. Perez' responsibilities include publishing research reports and conducting research on behalf of Tiburon clients. Pablo's accomplishments have included:

  • Conducting customized research for Tiburon clients, including profiling small mutual fund companies to identify acquisition candidates for a medium size mutual fund company; interviewing financial advisors from large independent broker/dealers regarding their views of their firms' technology; and interviewing financial advisors from brokerage firms to identify their likelihood of changing broker/dealers and the determinants thereof
  • Participating in the publishing of over a dozen Tiburon research reports, including those on consumer wealth and mutual funds
  • Managing Tiburon's research team
  • Assisting in refining Tiburon's business strategies regarding services, research, and consulting

Pablo will soon be an available media contact and conference speaker.

Prior to joining Tiburon, Mr. Perez was employed at the Goldman Sachs Group as an analyst tracking the technology industry.

Mr. Perez received his BA in Mathematical Economics from Claremont Colleges - Pitzer College and his MS in Finance from the University of San Francisco. Pablo is a native of, and currently resides in, the San Francisco Bay Area. He can be reached at PPerez@TiburonAdvisors.Com or 415-789-2556.


Tiburon Web Site Questions

Brian Cotter
Web Master

Brian Cotter joined Tiburon as a business & marketing manager in 2005, was promoted to the role of senior business & marketing manager in 2007, left the firm for personal reasons in 2008, and rejoined the firm as webmaster in 2010. At Tiburon, Mr. Cotter's responsibilities are to enhance the firm's web site and related technology initiatives. Mr. Cotter's accomplishments have included:

    • Enhancing the firm's web site and related technology initiatives
    • Planning the professional aspects of several Tiburon CEO Summits
    • Managing the firm's inbound call volume by seeking to identify & fulfill needs of Tiburon clients & prospects
    • Executing Tiburon's weekly research releases program
    • Managing some day-to-day business operations and refining Tiburon's business plan to take into account firm learnings on such topics

Prior to joining Tiburon, Mr. Cotter worked in both marketing and administration.

Brian received his BA in Economics from Princeton University in 2000. Mr. Cotter is a native of Buffalo, NY and currently lives in the San Francisco Bay Area. Brian can be reached at BCotter@TiburonAdvisors.Com and 415-789-2540.


Tiburon Marketing Questions

Sarah Sage
Office Administrator

Sarah Sage joined Tiburon as office administrator in 2004. At Tiburon, Ms. Sage's responsibilities are to assist clients, conference planners, & media members in leveraging Tiburon's research materials. Ms. Sage's accomplishments have included:

  • Managing the firm's inbound call volume by seeking to identify & fulfill needs of Tiburon clients & prospects

Prior to joining Tiburon, Ms. Sage worked in both marketing and administration.

Sarah received her BA in Comparative Literature from Stanford in 2004. Ms. Sage is a native of New York City and currently lives in the San Francisco Bay Area. Sarah can be reached at SSage@TiburonAdvisors.Com and 415-789-2540.


Feel free to contact any member of Tiburon's consulting staff who you think can provide assistance. Please click here to read about Tiburon's Managing Principal or Other Principals. In addition, Tiburon has developed three Executive Programs to compliment its industry expertise and client services. Please visit the pages regarding the firm's CEOs-in-Residence, Financial Advisor Roundtable, and Tiburon Fellows.