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 at its 600+ corporate members and other clients. Tiburon invites the top 0.7% of its corporate members' executives after verifying titles through company websites & 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 steering committee has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.

Tiburon CEO Summit XLVII Confirmed Attendee List

Tiburon is pleased to announce that the following 268 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLVII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Brent Abrahm (CEO, Accruit)
  • Rohit Agarwal (Co-CEO, SoraFinance)
  • Jillian Altamura (Managing Director, Platform Partnerships, iCapital)
  • Ted Angus (General Counsel, AssetMark Financial Holdings)
  • Carolyn Armitage (CEO, Carolyn Armitage Consulting)
  • Anil Arora (President, Wealth, The TIFIN Group)
  • Steve Atkinson (Managing Director, Admired Leadership)
  • Barrett Ayers (CEO, Adhesion Wealth Advisor Solutions)
  • Ananya Balaram (Chief Revenue Officer, Vestmark)
  • Robb Baldwin (CEO, TradePMR)
  • Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
  • Noreen Beaman (CEO, East Bay Executive Coaching & Consulting)
  • Brent Beardsley (Principal, Advisor Solutions, The Vanguard Group)
  • Jon Beatty (Chief Operating Officer, Schwab Advisor Services)
  • Michael Bell (CEO, Meketa Capital)
  • David Benskin (CEO, Wealth Access)
  • Rob Bethmann (Managing Director, First Rate)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Marty Bicknell (CEO, Mariner Wealth Advisors)
  • Mike Blundin (President, Vestmark)
  • Amma Boateng (Managing Director, Financial Advisor Services, The Vanguard Group)
  • Matt Boersen (Managing Partner, Straight Path Wealth Management)
  • Mike Boese (CEO, Hearsay Systems)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
  • Dave Bordeau (Managing Director, Berkshire Partners)
  • Tom Bradley (Chief Client Officer, Schwab Advisor Services)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Reggie Browne (Principal, GTS Securities)
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • John Bunch (CEO, Allworth Financial)
  • Lawrence Calcano (CEO, iCapital)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • David Canter (CEO, Finley Point Strategy)
  • Meg Carpenter (CEO, FiComm Partners)
  • Michael Carvin (CEO, SmartAsset)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
  • Grace Chen (CEO, UpMarket)
  • Steve Chen (CEO, NewRetirement)
  • Alessandro Chesser (CEO, Dynasty)
  • Bob Clare (CEO, FiSpoke)
  • Eric Clarke (Former CEO, Orion Advisor Solutions)
  • Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Ziv Conen (Partner, New Era Capital Partners)
  • Randy Conner (President, Churchill Management Group)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Rob Crnkovic (Chief Revenue Officer, CapIntel)
  • Walter Cruttenden (Chairman, Acorns)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Chris Curtis (Partner, Cerity Partners)
  • Jeff Cusack (President, RetireOne)
  • Ned Dane (Chief Growth Officer, AdvisorEngine)
  • Katie D'Angelo (Business Head, Wealth & Investment Management Partnership, Allspring Global Investments)
  • Andrew D'Anna (Managing Director, Retail Experience & Specialized Relationships, Schwab Investor Services)
  • Cat Davies (CEO, Innovayte)
  • Jason DeBono (President, NuView Trust Company)
  • Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
  • Ryan Diachok (CEO, Geneos Wealth Management)
  • Rob Dilbone (Managing Director, TradePMR)
  • Kevin Dolsen (Chief Distribution Officer, Polen Capital Management)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Danya Dumbrill Early (Chief Strategy Officer, Vestwell Holdings)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
  • Ryan Eisenman (CEO, Arch)
  • Jason Eiswerth (CEO, Canoe Intelligence)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Colin Falls (CEO, GeoWealth Management)
  • Michael Falcon (CEO, Eagle Capital Management)
  • Mike Fanning (CEO, Advisor360)
  • John Faustino (Business Head, Retirement Products, Broadridge Financial Solutions)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Markus Fischer (Business Head, Corporate & Strategic Business Development, The Vanguard Group)
  • Heather Fortner (CEO, SignatureFD)
  • Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
  • Michael Frerichs (Treasurer, State of Illinois)
  • Michael Freudenstein (Partner, PJT Partners)
  • Sal Gagliano (CEO, TIFIN AMP)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Andres Garcia-Amaya (CEO, Zoe Financial)
  • George Gatch (CEO, JP Morgan Asset Management)
  • Krista Gibson (Interim President, Valic Financial Advisors)
  • Vlad Golyk (Partner, McKinsey & Company)
  • Mark Gormley (Partner, Lee Equity Partners)
  • Matt Goulet (Business Head, Asset Manager Services & Business Development, Fidelity Institutional)
  • Daniel Gourvitch (President, Mercer Advisors)
  • John Granzow (Managing Director, Wells Fargo Advisors)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Brad Haag (Executive Vice President, Asset Manager Solutions, SMArtX Advisory Solutions)
  • Bruce Hagemann (Chief Distribution Officer, Corebridge Financial)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Christian Haigh (CEO, Compound Planning)
  • Jim Hale (CEO, Columbus Strategic Advisors)
  • Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
  • Scott Hanson (Vice Chairman, Allworth Financial)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
  • Paul Hatch (CEO, Vestria Capital)
  • Tom Haught (CEO, Sequoia Financial Group)
  • Karl Heckenberg (CEO, Constellation Wealth Capital)
  • Ray Hennessey (CEO, Vocatus)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • Tim Holland (Chief Investment Officer, Orion OCIO)
  • Mike Hollander (Managing Director, GTCR)
  • Laura Holt (CEO, WealthTech Matchmaker)
  • Anton Honikman (CEO, MyVest)
  • Jamie Hopkins (CEO, Bryn Mawr Capital Management)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Dave Hubbard (CEO, Exemplar Financial Network)
  • Craig Iskowitz (CEO, Ezra Group)
  • Shawn Jaberzadeh (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Era Jain (CEO, Zeplyn.ai)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Anders Jones (CEO, Facet)
  • Shruti Joshi (President, Facet)
  • Sam Kang (President, Schwab Charitable)
  • Kunal Kapoor (CEO, Morningstar)
  • Catherine Keating (CEO, BNY Mellon Wealth Management)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Sarah Kim (Partner, Centana Growth Partners)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Paul Klauder (Executive Vice President, United States Advisor Solutions, SEI Investments Company)
  • Brad Knapp (President, Clearstead Advisors)
  • Gregg Kobelski (Business Head, Wealth & Brokerage Platform Sales, Fidelity Institutional)
  • Tim Kochis (CEO, Kochis Global)
  • Michael Konialian (CEO, Modern Life)
  • Michael Kopelman (Venture Partner, Armory Square Ventures)
  • Stephen Kump (CEO, Charityvest)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Randy Lambert (Executive Vice President, Technology Operations, Orion Advisor Solutions)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • John Langston (CEO, Republic Capital Group)
  • Dan Laszlo (CEO, Inspira Financial Trust)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Cynthia Lo Bessette (Business Head, Digital Asset Management, Fidelity Investments)
  • Akhil Lodha (CEO, StratiFi Technologies)
  • Randy Long (Chairman, SageView Advisory Group)
  • Jane Ma (Managing Director, Moelis & Company)
  • Scott MacKenzie (President, Canadian Brokerage, Fidelity Investments)
  • Jud Mackrill (CEO, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Nayan Madhamshettiwar (Managing Director, First Rate)
  • Satayan Mahajan (CEO, Datalign Advisory)
  • Manish Malhotra (CEO, Income Discovery)
  • Jade Mandel (Managing Director, Godman Sachs Venture Capital & Growth Equity)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Tobin McDaniel (President, Sofi Securities)
  • Brian McDonald (Managing Director, Morgan Stanley at Work)
  • Patrick McKenna (Executive Chairman, Facet)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Doris Meister (CEO, Wilmington Trust)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Rick Meyers (Executive Managing Director, Client & Advisory, Bernstein Private Wealth Management)
  • Larry Miles (CEO, Choreo Advisors)
  • Megan Miller (Business Head, Custom Separately Managed Accounts & Options, Allspring Global Investments)
  • Stan Milovancev (President, CBIZ Investment Advisory Services)
  • Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Patrick Moeller (CEO, Entrustody)
  • Joe Mrak (CEO, Foundation Source)
  • Rich Napolitano (CEO, Advisor360)
  • Cheryl Nash (Chief Customer Executive, InvestCloud)
  • Daniel Needham (President, Morningstar Investment Management)
  • Charlie Nelson (CEO, Nelson Advisory Services)
  • Rob Nelson (CEO, NorthRock Capital Partners)
  • Simon Nocera (Managing Partner, Lumen Global Investments)
  • Bill Nook (Managing Director, Moelis & Company)
  • Marianne O (Partner, Lumen Global Investments)
  • Namee Oberst (CEO, LLMWare)
  • Mike O'Reilly (President, Fidelity Digital Assets)
  • Bob Oros (CEO, Hightower Holding)
  • Matt Pallai (Chief Investment Officer, Nomura Capital Management)
  • Neil Pardasani (Senior Partner, Boston Consulting Group)
  • Ryan Parker (CEO, EP Wealth Advisors)
  • Darshan Patel (Chief Financial Officer, Facet)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Yon Perullo (CEO, RiXtrema)
  • James Poer (CEO, Kestra Financial)
  • Alex Potts (President Emeritus, Buckingham Strategic Partners)
  • Govinda Quish (Business Head, Wealth Management Product, MSCI)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Laxmi Ramanath (CEO, La Meer)
  • Matt Regan (President, Wealthcare Capital Management)
  • Chaz Reiling (Chief Risk Officer, TradePMR)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Tom Rieman (CEO, Practice Intel)
  • Savina Rizova (Co-Chief Investment Officer, Dimensional Fund Advisors)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • Alex Robinson (CEO, Juniper Square)
  • Collin Roche (Co-CEO, GTCR)
  • James Rockwood (CEO, CapIntel)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Kelly Rodriques (CEO, Forge Global)
  • Karl Roessner (CEO, Vestmark)
  • Rich Romano (CEO, FIDx)
  • Graham Rose (Senior Partner, Financial Investors Practice, Americas, Bain & Company)
  • Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Todd Rovak (CEO, Carefull)
  • April Rudin (CEO, The Rudin Group)
  • Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)
  • Andrew Salesky (Managing Director, Stock Plan Services & Workplace Financial Services Digital, The Charles Schwab Corporation)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Damian Scavo (CEO, Streetbeat)
  • Ken Schapiro (CEO, Condor Capital Wealth Management)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Jeff Schwantz (Chief Revenue Officer, Advisor360)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Sneha Shah (Business Head, New Business Ventures, SEI Investments Company)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Evan Siegal (Partner, Asset & Wealth Management, PwC Strategy&)
  • Brad Siegert (Partner, Ardea Partners)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Michelle Spellerberg (Chief Marketing Officer, Inspira Financial Trust)
  • Sallie Squire (Chief Operations Officer, Allspring Global Investments)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Peter Stanton (Founder, Advisor Credit Exchange)
  • Robert Stark (CEO, Nomura Capital Management)
  • Jon Stein (CEO, Warmer)
  • Brian Stern (Partner, Tactical Growth, Declaration Partners)
  • Bill Stone (CEO, SS&C Technologies Holdings)
  • Dave Stone (CEO, RetireOne)
  • Ram Subramaniam (Chief Marketing Officer, BlackRock)
  • Wilbur Swan (CEO, Catchlight)
  • John Sweeney (President, Alpha TrAI)
  • George Tamer (Business Head, Advisory Sales, Apex Fintech Solutions)
  • Darren Tedesco (President, Advisor360)
  • Jonathan Thomas (CEO, American Century Investments)
  • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
  • Alex Tran (Managing Director, General Catalyst Partners)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
  • Will Tsai (Chief Operating Officer, Equitable Advisors)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Martha Underwood (CEO, Prismm)
  • Kara Valentine (Managing Director, High Net Worth & Registered Investment Advisor (RIA) Marketing Strategy, The Rudin Group)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Officer, Orion Portfolio Solutions)
  • Samir Vasavada (CEO, Vise Technologies)
  • Scott Victoria (Chief Operating Officer, TradePMR)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Mike Watson (Business Head, Axos Advisor Services)
  • Molly Weiss (President, Wealth Management Platform, Envestnet)
  • Jason Wenk (CEO, Altruist)
  • Craig Wietz (President, First Rate)
  • Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Mike Wunderli (Managing Director, Echelon Partners)
  • Jeff Yabuki (CEO, InvestCloud)
   
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