Tiburon CEO Summit 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, & managing directors at its 450+ corporate members. Tiburon invites the top 0.7% of its corporate members' executives after verifying titles through company web sites & executive LinkedIn postings. 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 XL Confirmed Attendee List

Tiburon is pleased to announce that the following 52 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XL:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rudy Adolf (CEO, Focus Financial Partners)
  • Rob Anderson (Partner, Payments & Transaction Processing, FTV Capital)
  • John Bahnken (President, Citizens Wealth Management)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • Amit Bouri (CEO, Global Impact Investing Network (GIIN))
  • Will Bressman (CEO, RIA in a Box)
  • Brent Brodeski (CEO, Savant Capital Management)
  • Josh Brown (CEO, Ritholtz Wealth Management)
  • Matt Brown (CEO, CAIS)
  • Caleb Callahan (President, Valmark Financial Group)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Mark Casady (Partner, Vestigo Ventures)
  • Peter Cieszko (Business Head, Strategic Development, Americas, American Century Investments))
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Alan Clopine (CEO, Pure Financial Advisors)
  • Ron Cordes (Co-Founder, Cordes Foundation)
  • Stuart DePina (President, Envestnet)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Ric Edelman (Executive Chairman, Investor Education & Client Experience, Edelman Financial Engines)
  • Chris Egan (Managing Partner, Advent International)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Chris Harrington (Partner, KKR)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Kim Jenson (Chief Operating Officer, Private Client Group, Raymond James Financial)
  • Jenny Johnson (CEO, Franklin Resources)
  • Kunal Kapoor (CEO, Morningstar)
  • Jenn Kenning (CEO, Align Impact)
  • Tariq Khan (CEO, Global Diversity Marketing)
  • David Knoch (CEO, Docupace Technologies)
  • Biju Kulathakal (CEO, Halo Investing)
  • John Largent (CEO, Members Trust Company)
  • Jed Laskowitz (CEO, Intelligent Digital Solutions, JP Morgan Asset & Wealth Management)
  • Ed Mercier (President, RetireOne)
  • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Cheryl Nash (CEO, Tegra118)
  • Michael Nathanson (CEO, The Colony Group)
  • Lauren Pearson (Partner, HighTower Somerset Advisory)
  • Jodi Perry (President, Independent Contractor Division, Raymond James Financial)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Skip Schweiss (CEO, Summit Enterprises)
  • Bob Skea (CEO, Discovery Data)
  • Marshall Smith (Chief Operating Officer, First Rate)
  • Mark Steffe (President, First Command Financial Services)
  • Dave Stone (CEO, First Rate)
  • Dave Stone (CEO, RetireOne)
  • Cyrus Taraporevala (CEO, State Street Global Advisors)
  • Bill VanLaw (CEO, WVL Group)
  • Craig Wietz (President, First Rate)
  • Matt Witkos (President, Eaton Vance Distributors)