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 members. Tiburon invites the top 0.7% of its corporate members' 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. The Tiburon CEO Summit sponsor group has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.

Tiburon CEO Summit XXXVII Confirmed Attendee List

Tiburon is pleased to announce that the following 174 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XXXVII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Rob Anderson (Partner, FTV Capital)
  • Adam Antoniades (President, Cetera Financial Group)
  • Mike Apker (Executive Vice President, Envestnet)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
  • Noreen Beaman (CEO, Brinker Capital)
  • Michael Bell (CEO, Global Financial Private Capital (GFPC))
  • Jud Bergman (CEO, Envestnet)
  • Cat Berman (CEO, CNote)
  • Marc Blouin (Chief Financial Officer, Envestnet Yodlee)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Ben Brigeman (CEO, Cetera Financial Group)
  • Matt Brinker (Chief Business Development Officer, United Capital Financial Advisers)
  • Matt Brown (CEO, CAIS Group)
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Brad Burgess (Chief Technical Officer, Orion Tech)
  • Roy Burns (Managing Director, TA Associates)
  • Bruce Cameron (Co-CEO, Berkshire Global Advisors)
  • Mike Capelle (Chief Platform Officer, United Capital Financial Advisers)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Mike Carter (CEO, BizEquity)
  • Alex Chalekian (CEO, Lake Avenue Financial)
  • Hamesh Chawla (Chief Product Officer, Financial Engines)
  • Peter Cieszko (Business Head, Strategic Development Americas, American Century Investments)
  • Bernie Clark (Executive Vice President, Advisor Services, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • John Clendening (CEO, Blucora)
  • Alan Clopine (CEO, Pure Financial Advisors)
  • Eric Colson (CEO, Artisan Partners)
  • Randy Conner (President, Churchill Management Group)
  • Chris Crawford (Chief Operating Officer, CAIS Group)
  • Todd Crockett (Managing Director, TA Associates)
  • Mike Curcio (Chief Brokerage Officer, E*Trade Financial)
  • Pam Cytron (CEO, Pendo Systems)
  • Peter deBoer (CEO, CFRA Research)
  • Tony DeChellis (CEO, Boston Private Financial Holdings)
  • Mike Deggelman (Partner, Deggelman Parker Group)
  • Stuart DePina (CEO, Envestnet Data & Analytics)
  • Steve Deschenes (Partner, Product Management & Analytics, American Funds)
  • Sonya Dreizler (CEO, Solutions with Sonya)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Susan Duvall-Dickson (Chief Operating Officer, Private Ocean)
  • Ken Dychtwald (CEO, Age Wave)
  • Mark Earley (CEO, Hines Securities)
  • Jason Early (Chief Revenue Officer, BizEquity)
  • Ric Edelman (Executive Chairman, Investor Education, Edelman Financial Engines)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Justin Ferri (Chairman, Buckingham Strategic Wealth)
  • Ken Fisher (Executive Chairman, Fisher Investments)
  • Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Greg Friedman (CEO, Private Ocean)
  • Jon Frojen (Chief Financial Officer, United Capital Financial Advisers)
  • Terry Gaines (Chief Business Development Officer, First Rate)
  • Adi Garg (Chief Technology Officer, Allworth Financial)
  • Praveen Ghanta, (CEO, HiddenLevers)
  • Gregg Giaquinto, (Executive Vice President, City National Rochdale)
  • Mark Goldberg (CEO, Griffin Capital Securities)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Bomy Hagopian (Partner, Berkshire Global Advisors)
  • Carrie Hansen (President, Mutual Funds, AssetMark)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Neesha Hathi (Chief Digital Officer, The Charles Schwab Corporation)
  • Neil Hennessy (Chairman, Hennessy Advisors)
  • Bob Herrmann (CEO, Discovery Data)
  • Anton Honikman (CEO, MyVest Corporation)
  • Dan Houston (CEO, Principal Financial Group)
  • Jasmine Jirele (Chief Growth Officer, Allianz Life Insurance Company of North America)
  • Anders Jones (CEO, Facet Wealth)
  • Chris Jones (Chief Investment Officer, Financial Engines)
  • Kunal Kapoor (CEO, Morningstar)
  • Carl Katerndahl (Senior Executive Vice President, Global Retail, Nuveen Investments)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kerins (CEO, RobustWealth)
  • Michael Kim (Chief Client Officer, AssetMark)
  • Rob Klapprodt (Corporate Strategy Officer, Vestmark)
  • David Knoch (President, 1st Global Capital Corporation)
  • Biju Kulathakal (CEO, Halo Investing)

  • Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
  • John Largent (Chief Investment Strategist, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Chief Innovation Officer, CAIS Group)
  • Andrew Lewis (Executive Vice President, Business Development & Partnerships, InvestCloud)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada, Fidelity Investments)
  • Manish Malhotra (CEO, Income Discovery)
  • Mike Martin (Managing Director, Financial Services Group, Warburg Pincus)
  • Chris McClain (Chief Revenue Officer, Ridgeline)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Bo McWilliams (Chief Operations Officer, First Rate)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • Mark Nerud (CEO, Jackson National Asset Management)
  • Chris Oddy (Chief Financial Officer, Allworth Financial)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Gerard O’Reilly (Co-CEO, Dimensional Fund Advisors)
  • Bob Oros (CEO, HighTower)
  • Bill Parsons (Executive Vice President, Analytics & Global Product Solutions, Envestnet Yodlee)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Alex Potts (Chairman, BAM Advisor Services)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Kevin Rafferty (CEO, Financeware)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Kian Rafia (Business Head, Advisor Solutions, Morningstar)
  • Al-Noor Ramji (Chief Digital Officer, Prudential PLC)
  • Mario Ramos (Chief Financial Officer, Edelman Financial Engines)
  • Matt Regan (President, Wealthcare)
  • Marco Riedl (Chief Product Officer, CAIS Group)
  • Rachel Robasciotti (CEO, Robasciotti & Philipson)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Ann Rosevear (President, Dunham Trust Company)
  • Brian Ross (CEO, FIX Flyer)
  • Gary Roth (Chief Business Officer, United Capital Financial Advisers)
  • Andrew Rudd (CEO, Advisor Software)
  • Abby Salameh (Chief Marketing Officer, HighTower)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Karen Schaeffer (President, Schaeffer Financial)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Eram Schlegel (Chief Product Officer, CFRA Research)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Chuck Schwab (Chairman, The Charles Schwab Corporation)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Michelle Seitz (CEO, Russell Investments)
  • Mike Sha (CEO, SigFig)
  • Sterling Shea (Business Head, Global Wealth & Asset Management, Dow Jones & Company)
  • Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Paul Stamas (Managing Director, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest Corporation)
  • Andrew Stavaridis (Executive Managing Director, Enterprise & Advisor Sales, Envestnet)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • Tony Stich (Chief Operating Officer, Advicent Solutions)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Brandon Thomas (Chief Investment Officer, Portfolio Management Consultants, Envestnet)
  • Wes Thompson (CEO, M Financial Group)
  • Allen Thorpe (Partner, Hellman & Friedman)
  • Don Trone (CEO, 3ethos)
  • Don Truesdale (CEO, Ardea Partners)
  • Raj Udeshi (Founder, HiddenLevers)
  • Jeannine Vanian (Chief Operating Officer, Kayne, Anderson, & Rudnick Investment Management)
  • Rusty Vanneman (President, CLS Investments)
  • Corey Walther (Business Head, Business Development & Relationship Management, Allianz Life Financial Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Steve Warren (Co-Founder, MyVest Corporation)
  • Elliot Weissbluth (Chairman, HighTower)
  • Tim Whiting (Chief Marketing Officer, Investments & Wealth Institute (IMCA))
  • Meredith Whitney (Chief Financial Officer, Zume)
  • Craig Wietz (President, First Rate)
  • Jane Williams (Chairman, Sand Hill Global Advisors)
  • Matt Wilson (President, E*Trade Advisor Services)
  • Kevin Winters (Executive Vice President, Global Wealth Management, PIMCO)
  • John Wise (CEO, InvestCloud)
  • Hussain Zaidi (CEO, Advizr)