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 500+ corporate members and other clients. 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 steering committee has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.

Tiburon CEO Summit XLV Confirmed Attendee List

Tiburon is pleased to announce that the following 331 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
  • Rohit Agarwal (Co-CEO, SoraFinance)
  • Amar Ahluwalia (CEO, OneVest)
  • Logan Allin (Managing Partner, Fin Capital)
  • Austin Allison (CEO, Pacaso)
  • Adam Antoniades (CEO, Cetera Financial Group)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Carolyn Armitage (President, Thrivent Advisor Network)
  • Anil Arora (President, Wealth, The TIFIN Group)
  • Jim Ashton (Partner, Newspring Capital)
  • Barrett Ayers (CEO, Adhesion Wealth Advisor Solutions)
  • Sabrina Bailey (CEO, Fiducient Advisors)
  • Cody Barbo (CEO, Trust & Will)
  • David Barnard (CEO, Luminary)
  • Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Ryan Beach (President, Orion Wealth Management)
  • Noreen Beaman (Vice Chairman, Orion Advisor Solutions)
  • Brent Beardsley (Principal, Strategy & Development, The Vanguard Group)
  • Jon Beatty (Chief Operating Officer, Schwab Advisor Services)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Dave Bellaire (General Counsel, Financial Services Institute (FSI))
  • Rob Bethmann (Managing Director, First Rate)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Marty Bicknell (CEO, Mariner Wealth Advisors)
  • Adam Birenbaum (CEO, Buckingham Wealth Partners)
  • Erica Birke (Managing Director, Marketing & Communications, Fidelity Institutional)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Susan Brandeis (Chief Financial Planning Officer, Pure Financial Advisors)
  • Dave Breslin (Executive Vice President, Wealth Management, General Catalyst Partners)
  • Matt Brown (CEO, CAIS)
  • Reggie Browne (Principal, GTS)
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Michael Capella (Business Head, Registered Investment Advisor (RIA), Independent Broker/Dealer (IBD), & Bank Channel, Alliance Bernstein)
  • Mike Capelle (Co-CEO, Modern Wealth Management)
  • Bill Capuzzi (CEO, Apex FinTech Solutions)
  • Jeff Carlin (Senior Managing Director, United States Retail, Nuveen Investments)
  • Chris Chambs (CEO, Allianz Investment Management)
  • Tom Chard (CEO, North America, FNZ Group)
  • Howard Chen (Managing Director, Investment Banking, JP Morgan)
  • Stephen Chen (CEO, NewRetirement)
  • Preston Cherry (Co-Founder, Practice Intelligence)
  • David Chubak (Business Head, Wealth Management, Edward Jones & Company)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Alan Clopine (Executive Chairman, Pure Financial Advisors)
  • Ziv Conen (Partner, New Era Capital Partners)
  • Randy Conner (President, Churchill Management Group)
  • Julie Cooling (CEO, Labworks)
  • Brendon Cooper (Senior Executive Vice President, Business Development, CopyTalk)
  • Jason Coots (Chief Marketing Officer, Battle Financial)
  • Cliff Corso (President, Advisors Asset Management)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Martin Cowley (Chief Product Officer, LifeYield)
  • Rob Crnkovic (Chief Revenue Officer, CapIntel)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Pam Cytron (President, The Founders Arena)
  • Ned Dane (Chief Growth Officer, Advisor Engines)
  • Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
  • Alex David (CEO, Stifel Independent Advisors)
  • Samuel Deane (CEO, Deane Wealth Management)
  • Jon de St. Paer (CEO, Charles Schwab Investment Management)
  • Carolyn Dewar (Senior Partner, McKinsey & Company)
  • Sudip Dhingra (Managing Director, Wealth Management, Citizens Bank)
  • Carlos Diez (CEO, MarketGrader)
  • Michael DiSimone (Chief Operating Officer, Millennium Trust Company)
  • Ryan Dolan (Business Head, Consumer, Millennium Trust Company)
  • Abby Domine (Chief Markeitng Officer, Flourish)
  • Tom Dorsky (Managing Director, Wealth Strategies Group, The Charles Schwab Corporation)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Joe Duran (Former CEO, Goldman Sachs Personal Financial Management)
  • Mike Durbin (CEO, Cetera Holdings)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals (DACFP))
  • Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
  • Paul Emery (Partner, Altas Partners)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Bill Fahrbach (Chief Financial Officer, Facet Wealth (DBA Facet))
  • Michael Falcon (CEO, Eagle Capital Management)
  • Alex Farman-Farmaian (Co-Founder, Alternativ)
  • Gene Farrell (CEO, Vanilla)
  • Dani Fava (President, Product Innovation, Envestnet)
  • April Ferrell (Managing Director, Business Development, Investments & Wealth Institute)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Markus Fischer (Business Head, Strategic Business Development, The Vanguard Group)
  • Rick Folk (Managing Director, Central Region, Fidelity Investments)
  • Heather Fortner (CEO, SignatureFD)
  • Greg Friedman (Business Head, Exchange Traded Funds (ETFs), Fidelity Investments)
  • Ben Fulton (CEO, Elkhorn Consulting)
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Lacy Garcia (CEO, Willow)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Mark Gormley (Partner, Lee Equity Partners)
  • Adam Green (CEO, Asset Management, FNZ Group)
  • Broderick Green (Executive Director, Arlington Economic Development Corporation)
  • Jake Greenberg (Managing Director, Pure Financial Advisors)
  • Grayson Greer (Managing Director, First Rate Global)
  • Steve Gresham (Managing Principal, Next Chapter)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Christian Haigh (CEO, Alternativ)
  • Jeff Haller (Managing Director, Wealth Management, Investment Banking, The Goldman Sachs Group)
  • Rasheed Hammouda (Chief Product Officer, Alternativ)
  • Lisa Hanes (Chief Operating Officer, PGIM Custom Harvest)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Philip Hasbrouck (Managing Director, Cliffwater)
  • Sal Hasnain (Managing Director, Financial Services, Ontario Teachers Pension Plan)
  • Kamal Hassan (Managing Partner, Loyal VC)
  • Paul Hatch (CEO, Vestria Capital)
  • Pete Heckmann (Managing Director, Equity Research, Equity Capital Markets, DA Davidson & Company)
  • Ray Hennessey (CEO, Vocatus)
  • Pete Hess (Chief Revenue Officer, Americas, InvestCloud)
  • Josh Hile (CEO, Citizen Mint)
  • Amanda Hindlian (President, ICE Fixed Income & Data Services)
  • Sam Hodges (Partner, Endurance Companies)
  • Mark Hoffman (CEO, LifeYield)
  • Tim Holland (Chief Investment Officer, Orion OCIO Business)
  • Mike Hollander (Managing Director, GTCR)
  • Scott Holsopple (Chief Growth Officer, Hightower Holding)
  • Anton Honikman (CEO, MyVest)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Rick Hough (CEO, Silvercrest Asset Management Group)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Jonathan Hudacko (Business Head, Personalized Indexing, The Vanguard Group)
  • Jay Hummel (CEO, Wealth Advisor Growth Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James Financial)
  • Karen Inkel (Business Head, Advice & Planning Solutions, Thrivent Financial for Lutherans)
  • Craig Iskowitz (CEO, Ezra Group)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Kim Jenson (Chief Operating Officer, Private Client Group, Raymond James Financial)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Matt Johnston (CEO, Red Rock Strategic Partners)
  • Anders Jones (CEO, Facet Wealth (DBA Facet))
  • Alli Jordan (President, LibertyFi)
  • Shruti Joshi (President, Facet Wealth (DBA Facet))
  • Samir Kaji (CEO, Allocate)
  • Joanna Kanakis (Executive Vice President, Business Development, Halo Investing)
  • Kunal Kapoor (CEO, Morningstar)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Heather Kelly (CEO, Kelly Like Consulting)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Frank Kettle (Senior Managing Director, Colchester Partners)
  • Tom Kimberly (Chief Product & Technology Officer, Edelman Financial Engines)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Mark Klein (CEO, PCS Retirement)
  • Blake Kleinman (Partner, Hellman & Friedman)
  • Brad Knapp (President, Clearstead Advisors)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • Ravi Koka (CEO, Stocksnips)
  • Michael Kosic (Managing Partner, Loyal VC)
  • Gabe Krambs (Chief Technology Officer, Alternativ)
  • Sallie Krawcheck (CEO, Ellevest)
  • Venu Krishnamurthy (Business Head, Aladdin WealthTech, BlackRock)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Biju Kulathakal (Co-Founder, Halo Investing)
  • Alex Laipple (Chief Growth Officer, Ethic Investing)
  • Bryon Lake (Business Head, ETF Solutions, JP Morgan Asset Management)
  • Randy Lambert (Executive Vice President, Technology Operations, Orion Advisor Solutions)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Michael Lane (Business Head, Enterprise, United States Wealth Advisory, BlackRock)
  • Max Lane (CEO, Flourish)
  • Stephen Langlois (President, Kestra Financial)
  • John Langston (Managing Partner, Republic Capital Group)
  • Dan Laszlo (CEO, Millennium Trust Company)
  • David Lau (CEO, DPL Financial Partners)
  • Leslie Leach (Chief Marketing & Strategy Officer, Hearsay Systems)
  • Bryan Levy (Managing Diretor, Strategy, Consumer Directed Business, Millennium Trust Company)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Ben Littman (Chief Solutions Officer, Pure Financial Advisors)
  • Tom Livergood (Founder, The Family Wealth Alliance)
  • Steve Lockshin (CEO, AdvicePeriod)
  • Scott MacKenzie (President, Fidelity Clearing Canada)
  • Scott MacKillop (CEO, First Ascent Asset Management)
  • Manish Malhotra (CEO, Income Discovery)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Greg Mashinter (Partner, Peloton Capital Management)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Natalie McIntyre (Business Head, Technology Services, Alpha FMC)
  • Brian McLaughlin (CEO, Orion Advisor Technology)
  • Michael Meehan (Managing Director, Marketing, TFC Financial Management)
  • Runik Mehrotra (President, Vise Technologies)
  • Bhavi Mehta (Partner, Bain & Company)
  • Kelby Meyers (CEO, Nestimate)
  • Kirk Michie (Senior Managing Director, Candor Advisors)
  • Matt Middleton (CEO, Advisor Circle)
  • Lew Minsky (CEO, Defined Contribution Institutional Investment Association (DCIIA))
  • Kurt Miscinski (CEO, Cerity Partners)
  • Sandeep Mishra (Chief Technology Officer, Allworth Financial)
  • Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
  • Dan Moisand (Principal, Moisand, Fitzgerald, & Tamayo)
  • Joe Mrak (CEO, Foundation Source Philanthropic Services)
  • Philippe Naegeli (CEO, Gen Two Asset Management)
  • Eli Nagler (Senior Managing Director, Private Equity, The Blackstone Group)
  • Vinay Nair (CEO, TIFIN)
  • Cheryl Nash (Chief Customer Executive, InvestCloud)
  • Daniel Needham (President, Morningstar Wealth)
  • Charlie Nelson (CEO, Nelson Advisory Services)
  • Blake Nesbitt (Managing Director, Cliffwater)
  • Liz Nesvold (President, Cresset Capital Management)
  • Matt Newman (Chief Customer Officer, Hearsay Systems)
  • Kendrick Nguyen (CEO, Republic)
  • Bill Nook (Managing Director, Moelis & Company)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Bob Oros (CEO, Hightower Holding)
  • Siddhartha Oza (CEO, SoraFinance)
  • Anna Paglia (Business Head, Exchange Traded Funds (ETFs) & Index Strategies, Invesco)
  • Rose Palazzo (President, Financial Planning, Envestnet)
  • Mike Paul (Senior Advisor, Flexpoint Ford)
  • David Peacock (CEO, Messick, Peacock, & Associates)
  • Shelby Perez (Chief Solutions Officer, Orion Portfolio Solutions)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Jodi Perry (President, Independent Contractors Division, Raymond James Financial)
  • Rob Pettman (Executive Vice President, Wealth Management Solutions, LPL Financial)
  • Don Phillips (Managing Director, Morningstar)
  • John Phillips (Executive Vice President, Platform Sales, Fidelity Institutional)
  • Michael Pinsker (President, Docupace Technologies)
  • Alex Potts (President, Buckingham Strategic Partners)
  • Jennifer Povlitz (Divisional Director, Wealth Management USA, UBS Financial Services)
  • Jacob Pruitt (President, Fidelity Charitable)
  • Matt Radgowski (CEO, Halo Investing)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Patrick Reed (CEO, YourStake.Org)
  • Matt Regan (President, Wealthcare Capital Management)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
  • Joe Rioff (Managing Director, Colchester Partners)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • James Rockwood (CEO, CapIntel)
  • Tony Rodrigues (Partner, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Rich Romano (CEO, FIDx)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Lincoln Ross (CEO, CircleBlack)
  • Gary Roth (Co-CEO, Modern Wealth Management)
  • Scott Roulston (Advisory Partner, The Pritzker Organization)
  • Todd Rovak (CEO, Carefull)
  • April Rudin (CEO, The Rudin Group)
  • Devin Ryan (Managing Director, Financial Technology Research, JMP Securities)
  • Abby Salameh (Chief Marketing Officer, CAIS)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Sarah Schneider (President, Northwestern Mutual Investment Services)
  • Dave Schrohe (Partner, Convergency Partners)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Jeff Schwantz (Chief Revenue Officer, Advisor360)
  • Jason Schwarz (President, Wilshire Associates)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Doug Scott (CEO, Ethic Investing)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Dan Seivert (CEO, Echelon Partners)
  • Jay Shah (CEO, Edelman Financial Engines)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Sanjay Sharma (Chief Operating Officer, Alternativ)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Teri Shepherd (President, Carson Group)
  • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
  • Brad Siegert (Partner, Ardea Partners)
  • Michael Simon (CEO, NDVR)
  • Shana Sissel (CEO, Banrion Capital Management)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Josh Smith (CEO, VRGL)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Marla Sofer (CEO, Knomee)
  • Robert Sofia (CEO, Snappy Kraken)
  • Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
  • Shannon Spotswood (President, RFG Advisory)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Peter Stanton (CEO, Advisor Credit Exchange)
  • Robert Stark (CEO, Nomura Private Capital)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Mark Steffe (CEO, First Command Financial Services)
  • Avy Stein (Co-Chairman, Cresset Capital)
  • Brian Stern (Partner, Declaration Partners)
  • Dave Stone (CEO, First Rate)
  • Judson Stone (CEO, Eclypses)
  • Trina Stone (Executive Chairwoman, First Rate)
  • Mike Sullivan (Chief Growth Officer, OneDigital)
  • Darren Tedesco (President, Advisor360)
  • Jonathan Thomas (CEO, American Century Investments)
  • Eric Thomes (CEO, Allianz Life Financial Services)
  • Gene Todd (Executive Vice President, Regional Markets, Fiduciary Trust Company International)
  • Bonnie Tomczak (President, Mason Street Advisors)
  • Emily Traxler (Managing Director, Data Services, First Rate)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Frank Trotter (President, Battle Financial)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Nilesh Vaidya (Business Head, Retail Banking & Wealth Management, Capgemini)
  • Jan van Eck (CEO, VanEck Funds)
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Officer, Orion Portfolio Solutions)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Samir Vasavada (CEO, Vise Technologies)
  • Jeff Vivacqua (President, Growth & Development, Cambridge Investment Research)
  • Suma Vinod (President, Paaini Foundation)
  • Chad Virgin (Managing Director, Allianz Life Ventures)
  • Kendrick Wakeman (Managing Partner, qSpur)
  • Sean Walters (CEO, Investments & Wealth Institute)
  • Corey Walther (President, Allianz Life Financial Services)
  • Jim Warren (Chief Operating Officer, FIDx)
  • Molly Weiss (Chief Product & Service Officer, Envestnet)
  • John Weitzer (Chief Investment Officer, First Command Financial Services)
  • Dave Welling (CEO, Mercer Advisors)
  • Scott White (CEO, FMG Suite)
  • Jim Wiandt (CEO, Spark Network Group)
  • Craig Wietz (President, First Rate)
  • Rebecca Wilde (Managing Director, Marketing, StockSnips)
  • Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • Eric Woo (CEO, Revere VC)
  • Bill Wostoupal (Executive Vice President, Orion OCIO)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Zofia Wright (Partner, Sierra Investment Management)
  • Richard Zak (Managing Director, The Charles Schwab Corporation)
  • Victor Zhang (Chief Investment Officer, American Century Investments)
   
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