Tiburon CEO Summit LI • Attendee List
Tiburon CEO Summit LI
Attendee List
October 19-21, 2026
InterContinental Hotel, Boston, MA
428 Attendees
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Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-titled executives, executive vice presidents, partners, & managing directors at its 700+ 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. Principals, executive 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 steering committee has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.
428 Attendees
Tiburon CEO Summit LI Attendee List
Tiburon is pleased to announce that the following 428 Tiburon members have already confirmed their attendance for Tiburon CEO Summit LI:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
- Ola Abdul (CEO, Fundment)
- Neil Abromavage (Managing Director, Global Asset & Wealth Management, TD Cowen)
- Alvi Abuaf (Partner, Motive Partners)
- Sabine Adams (Managing Director, Managed Hostings, Firstrate)
- James Amen (Managing Director, Wealth Management, Ardea Partners)
- Mike Abelson (Executive Vice President, Strategic Partnerships, AssetMark Financial Holdings)
- Amar Ahluwalia (CEO, OneVest)
- Andrew Altfest (CEO, FP Alpha)
- Andina Anderson (Managing Director, Digital Solutions, Cetera Holdings)
- Sam Anderson (Chief Capital Officer, Dynasty Financial Partners)
- Lee Andreatta (CEO, Advyzon Investment Management)
- Joe Anthony (President, Gregory)
- Megan Averitt (Chief of Staff, Franklin Resources)
- Sinisa Babcic (Partner, Wealth Management Business Consulting, Ernst & Young)
- Bob Bachman (Executive Vice President, Fidelity Institutions Group, Fidelity Investments)
- Sabrina Bailey (President, Foundation Source Philanthropic Solutions)
- Kate Baird (Managing Director, Wealth Management Platform, First Rate)
- Wayne Baker (Chief Investment Officer, TIAA Ventures, TIAA)
- Robb Baldwin (CEO, TradePMR, Robinhood Markets)
- Harris Baltch (Managing Director, Investment Banking, Dynasty Financial Partners)
- Cody Barbo (CEO, Trust & Will)
- John Barkeley (Chief Financial Officer, DPL Financial Partners)
- David Barnard (CEO, Luminary Platforms)
- Ryan Barrows (Business Head, Broker/Dealer Channel, Financial Advisor Services, The Vanguard Group)
- Jason Barsema (President, Halo Investing)
- Ryan Beach (CEO, F2 Strategy)
- Noreen Beaman (Founder, East Bay Executive Consulting)
- Eric Becker (Co-Chairman, Cresset Capital Management)
- Michael Bell (CEO, Meketa Capital)
- Dave Bellaire (General Counsel, Financial Services Institute)
- Michael Benedek (Managing Director, Unified Managed Household Group)
- Jeff Benfield (Chief Product Officer, SEI Investments Company)
- Tobin Bennion (Executive Vice President, Sales, Jump Advisor AI)
- Rob Bethmann (Managing Director, Broker/Dealers & RIAs, First Rate)
- Rishi Bharathan (CEO, WiserAdvisor)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Phil Bianchi (Managing Partner, nFleXion Capital Partners)
- Harshendu Bindal (CEO, TIFIN.AI, The Tifin Group)
- Dave Blair (CEO, Ridgeline)
- Mike Blundin (President, Vestmark)
- Tim Bonacci (CEO, Luma Financial Technologies)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Dave Bordeau (Managing Director, Berkshire Partners)
- Jeff Brand (Managing Director, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Matt Brown (CEO, CAIS)
- Sean Brown (CEO, YCharts)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Randy Bullard (Business Head, Investment Management, Hightower Advisors)
- John Bunch (CEO, Allworth Financial)
- Kate Burke (CEO, Allspring Global Investments)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Mike Camp (Managing Director, Client Solutions, 55ip, JP Morgan Asset Management)
- David Canter (CEO, Finley Point Strategy)
- Mike Capella (Managing Director, US Strategic Relations Group, Alliance Bernstein)
- Michael Carvin (CEO, SmartAsset)
- Adam Casella (Managing Director, Blue Owl Capital)
- Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
- Andrew Cedar (Partner, Long Ridge Equity Partners)
- Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
- Steve Chen (CEO, Boldin)
- Wayne Chopus (CEO, Insured Retirement Institute (IRI))
- Dave Christensen (CEO, FMG Suite)
- Brendan Clark (CEO, Clark Capital Management Group)
- Alan Clopine (Executive Chairperson, Pure Financial Advisors)
- Lauren Clough (CEO, bQuest)
- John Cochran (CEO, Condor Equity)
- Sarah Cognetti (Business Head, RIA & Broker/Dealer Channel, Financial Advisor Services, The Vanguard Group)
- Reed Colley (President, Orion Advisor Technology, Orion Advisor Solutions)
- David Connor (Managing Director, North America, InvestSuite)
- Chris Cook (Executive Vice President, Dispatch)
- Julie Cooling (CEO, RIA Channel)
- Matt Cooper (CEO, Beacon Pointe Advisors)
- Bill Coppel (Chief Client Growth Officer, TradePMR, Robinhood Markets)
- Connor Coughlin (Chief Customer Officer, Apex Fintech Solutions)
- David Coyle (Chief Revenue Officer, Aqua)
- Jeff Coyle (CEO, Libretto)
- Jim Crowley (Executive Vice Chairperson, Client Relationships, The Bank of New York Mellon Corporation)
- Ben Cruikshank (President, Flourish)
- Ben Cukier (Partner, Centana Growth Partners)
- Chris Curtis (Chief of Staff, Cerity Partners)
- Peter Cutler (Chief Revenue Officer, CapIntel)
- Amin Dabit (Business Head, Wealth Strategy, Edelman Financial Engines)
- Lou D'Addario (Chief Revenue Officer, Foundation Source Philanthropic Solutions)
- Gerard Daniels (Chief Transformation Officer, PureFacts Financial Solutions)
- Travis Danysh (Chief Strategy Officer, Focus Financial Partners)
- Brian DaRosa (Chief Operating Officer, Humanity Labs)
- Jen des Grosielliers (CEO, The Mather Group)
- Amy DeTolla (CEO, Aureus Advantage)
- Rob Dilbone (Chief Revenue Officer, TradePMR, Robinhood Markets)
- Drew DiMarino (Chief Revenue Officer, Zocks Communications)
- Bob DiMeo (Chairman, Fiducient Advisors, Wealthspire Advisors)
- Dave DiPetrillo (President, BNY Mellon Family of Funds & BNY Mellon ETF Trust, BNY Investment Management)
- Dave Donnelly (Chief Investment Officer, SpiderRock Advisors)
- Marc Dorfman (Chief Revenue Officer, Vanilla)
- Bryan Dori (Managing Director, Archer IMS)
- Raj Doshi (President, April Tax Solutions)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Freedom Dumlao (Chief Technology & Artificial Intelligence Officer, Vestmark)
- Peter Dun (CEO, Feathery)
- Jeffrey Dunham (CEO, Dunham Holdings)
- Mike Durbin (CEO, Cetera Holdings)
- Ryan Dykmans (President, Dunham Holdings)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Ric Edelman (Chairperson, Digital Assets Council of Financial Professionals)
- James Eichberger (Executive Vice President, Sales, Dispatch)
- Ryan Eisenman (CEO, Arch)
- Olivia Eisinger (Business Head, Client Experience, Apex Fintech Solutions)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- Paul Emery (Partner, Altas Partners)
- Parker Ence (CEO, Jump Advisor AI)
- Pete Engelken (Chief Operating Officer, Allworth Financial)
- Eric Esfahanian (Executive Vice President, Enterprise Solutions, Advyzon)
- Erkko Etula (CEO, Brooklyn Investment Group)
- John Ezekowitz (Managing Director, Special Situations, Bain Capital)
- Michael Falcon (CEO, Eagle Capital Management)
- Jackson Fallon (Managing Director, RIA Strategic Accounts, Private Wealth, Blue Owl Capital)
- Annabel Fan (Chief Revenue Officer, Arch)
- Gene Farrell (CEO, Vanilla)
- John Faustino (Business Head, Fiduciary Governance Solutions, Broadridge Financial Solutions)
- Pat Fels (Partner, Americas, Financial Institutions Group, Investment Banking, Goldman Sachs)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Michelle Feinstein (Chief Product & Strategy Officer, FMG Suite)
- Bill Frayer (Managing Director, Kelso & Company)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Teddy Fusaro (President, Bitwise Asset Management)
- Gary Gallagher (President, iCap Network)
- Abbe Galvez-Cordon (Managing Director, Wealth Management & WealthTech, TD Securities)
- Daniel Gamba (Co-President, Franklin Resources)
- Paul Gamble (Vice Chairperson, JP Morgan Asset Management Solutions, JP Morgan Asset Management)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- Steve Gaven (Chief Financial Officer, Edelman Financial Engines)
- Troy Gayeski (Chief Market Strategist, Future Standard)
- Andrew Gerba (Managing Director, Strategy, IMD International, Nomura Capital Management)
- Krista Gibson (President, Valic Financial Advisors, Corebridge Financial)
- Mark Gilbert (CEO, Zocks Communications)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Dan Gilmartin (Chief Marketing Officer, Fidelity Labs, Fidelity Investments)
- Dan Glaser (Operating Partner, Clayton, Dublier, & Rice (CD&R))
- Eric Golden (CEO, Canopy Capital Group)
- Nick Good (CEO, Ascensus)
- Alex Goodwin (CEO, Bridge)
- Matt Goulet (Business Head, Funds Network, Fidelity Institutional)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Jason Gurandiano (Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets)
- Rachel Guy (Managing Director, First Rate)
- Ralph Haberli (CEO, Edelman Financial Engines)
- Jeff Haller (Senior Managing Director, Evercore)
- Alex Hansen (Chief Advisor Success Officer, Merit Financial Group)
- Jack Hansen (Partner, Altas Partners)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Alex Hargrove (CEO, NetLaw Group)
- Matt Harris (Senior Partner, North America, Wealth Management Consulting, Alpha Financial Markets Consulting)
- Matt Harris (Partner, Bain Capital Ventures, Bain Capital)
- Ben Harrison (Managing Director, Client Relations, Pershing)
- Scott Hayward (CEO, Grantham, Mayo, & Van Otterloo (GMO))
- Robbie Heeger (CEO, Endaoment)
- Magnus Helgason (Managing Director, Financial Services Investing, GrowthCurve Capital)
- Pete Hess (President, PureFacts Financial Solutions)
- Josh Hile (CEO, Citizen Mint)
- Deniqua Hill (Chief Administrative Officer, First Rate)
- Mark Hoffman (Managing Director, SEI Investments Company)
- Erich Holland (Executive Managing Director, SEI Investments Company)
- Mike Hollander (Managing Director, GTCR)
- Adam Holt (CEO, Asset-Map Holdings)
- Thanh Hong (Partner, Convergency Partners)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Noelle Hozumi (Executive Vice President, North American Sales, Communify)
- Andy Hughes (Executive Vice President, Partnerships, Arch)
- Graham Hurtt (Managing Director, Raymond James & Associates)
- Marc Irizarry (Managing Partner, Republic Capital Group)
- Craig Iskowitz (CEO, Ezra Group)
- Mark Israel (Chief Technology Officer, Focus Financial Partners)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Khyra Jeffries (Chief Administrative Officer, TIAA Wealth Management & Advice Solutions)
- David Jegen (Managing Partner, F-Prime Capital)
- Tom Jessop (President, Fidelity Brokerage, Fidelity Investments)
- Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital Private Equity, Bain Capital)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Terri Kallsen (Managing Partner, Partnerships, Rise Growth Partners)
- Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
- Yvonne Kanner (Managing Partner, TRIA Capital Partners)
- Steve Kaplan (Managing Director, Custom Managed Account Solutions, JP Morgan Asset Management)
- Ian Karnell(CEO, VastAdvisor)
- Brian Kasal (CEO, FourStar Wealth)
- Greg Kasavana (Chief Financial Officer, FMG Suite)
- Andrew Keiper (Business Head, Dimensional Fund Advisors)
- Tyler Kelley (Managing Director, Emigrant Family Office)
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman, Marsh & McLennan Companies)
- Mike Kelly (President, Future Standard)
- Rick Kent (CEO, Merit Financial Group)
- Dan Kern (Chief Investment Officer, Nixon Peabody)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- Max Klein (CEO, LEA Technologies)
- Brad Knapp (CEO, Clearstead Advisors)
- Kevin Knull (CEO, TaxStatus)
- Bill Koehler (CEO, FCI Advisors)
- Brent Korte (Chief Marketing Officer, First Command Financial Services)
- Keith Kotfica (Chief Growth Officer, Choreo)
- Matthias Kristol (Managing Director, Global Wealth & Asset Management, Jefferies Financial Group)
- Matthias Kuhlmey (Chief Development Officer, Hightower Holding)
- Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
- Stephen Kump (President, Donor Advised Funds, Foundation Source Philanthropic Solutions)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Alex Laipple (Chief Growth Officer, Ethic Investing)
- Brendan Lake (CEO, PPB Capital Partners)
- Randy Lambert (CEO, Fulcrum5)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Max Lane (CEO, Flourish)
- Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
- Stephen Langlois (CEO, Seaport Consulting Partners)
- John Langston (Managing Partner, Republic Capital Group)
- Dante LaRuffa (Partner, Venture Capital, Aquiline Capital Partners)
- Jed Laskowitz (Business Head, Private Markets & Customized Solutions, JP Morgan Asset Management)
- David Lau (CEO, DPL Financial Partners)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
- Eric Levy (Partner, Convergency Partners)
- Steve Lewczyk (Managing Director, Flyer Financial Technologies)
- Andrew Lewis (Executive Vice President, Corporate Development & Global Partnerships, Communify)
- Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
- Randy Long (CEO, Titan Asset Holdings)
- Xavier Loriferne (Managing Director, Financial Institutions Group, Mergers & Acquisitions, JP Morgan)
- Rafael Loureiro (CEO, Wealth.Com)
- Rob MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
- Mani Mahadevan (Founder, Valur)
- Rob Madej (CEO, PureFacts Financial Solutions)
- Melissa Magner (General Counsel, Arch)
- Satayan Mahajan (CEO, Datalign Advisory)
- Ana Mahony (CEO, Addition Wealth)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Manish Malhotra (CEO, Income Discovery, Fiducioso Advisors)
- Brian Marchiel (Chief Product Officer, MyVest)
- Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
- Hugh Massie (CEO, DNA Behavior)
- Suma Mathew (Chief Product Officer, Jiffy.ai)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors)
- Kay Lynn Mayhue (President, Merit Financial Group)
- Dexter McAuley (Chief of Staff, Morningstar)
- Tom McCarthy (Chief Distribution Officer, DPL Financial Partners)
- Tobin McDaniel (President, NinjaTrader)
- Michael McGillen (Managing Director, Financial Institutions, Morgan Stanley, Mitsubishi UFJ Financial Group)
- Patrick McKenna (Executive Chairperson, Facet)
- Jay McNamara (CEO, Masttro)
- David McNatt (Chief Wealth Solutions Officer, AssetMark Financial Holdings)
- Milind Mehere (CEO, Advisor360)
- Kapil Mehra (Managing Director, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Doris Meister (Executive Chairperson, Fiduciary Trust Company)
- Yelena Melamed (Chief Product Officer, Catchlight Insights)
- Eric Metz (Chief Investment Officer, SpiderRock Advisors)
- Jerry Michael (President, Smartleaf)
- Evan Middleton (Managing Director, Tactical Opportunities, The Blackstone Group)
- Fielding Miller (CEO, CAPTRUST Financial Advisors)
- Jeff Miller (Managing Partner, Convergency Partners)
- Steve Milovanovic (Managing Director, Financial Institutions, Citigroup)
- Christian Mitchell (President, Cetera Solutions, Cetera Holdings)
- Mike Mock (President, Sammons Wealth, Sammons Financial Group)
- Rebecca Moffett (President, Vanguard Charitable, The Vanguard Group)
- John Moninger (Managing Director, United States Distribution, Allspring Global Investments)
- Chris Moore (Managing Partner, Simon Quick Advisors)
- Dennis Moore (CEO, Financial Planning Association (FPA))
- Blair Morais (Executive Vice President, Business Development, Addition Wealth)
- Vince Morris (President, OneDigital)
- Jay Morrison (Chief Operating Officer, 49 Financial)
- Colin Motley (Partner, Bain Capital Private Equity)
- Joe Mrak (CEO, Foundation Source Philanthropic Solutions)
- Alexandra Mysoor (CEO, ALIX)
- Rob Nance (CEO, Dispatch)
- Cheryl Nash (President, APL InvestCloud, InvestCloud)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Wealth Technology, Alpha Financial Markets Consulting)
- Liz Nesvold (Executive Chairperson, Emigrant Family Office)
- Matt Newman (Chief Revenue Officer, FMG Suite)
- Bill Nook (Managing Director, Moelis & Company)
- Rob O'Boyle (Chief Revenue Officer, PureFacts Financial Solutions)
- Chris Oddy (Chief Financial Officer, Allworth Financial)
- Dan O'Donnell (Managing Director, Alternatives & Investment Manager Solutions, Citigroup)
- Chris Ollendike (Chief Growth Officer, SMArtX Advisory Solutions)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Kristen Oziemkowski (Chief Operating Officer, The Mather Group)
- Ryan Parker (CEO, EP Wealth Advisors)
- Darshan Patel (Chief Financial Officer, Facet)
- Shirl Penney (CEO, Dynasty Financial Partners)
- Chris Perry (President, Broadridge Financial Solutions)
- Rob Pettman (President, The TIFIN Group)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Roger Pine (CEO, Hostiplan)
- Jakob Pizzera (Chief Operating Officer, OneVest)
- John Plansky (Executive Vice President, Wealth Services, State Street Corporation)
- Andrei Pop (CEO, Humanity Labs)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Matt Radgowski (CEO, Halo Investing)
- Dan Raju (CEO, Tradier)
- Rabih Ramadi (Chief Revenue Officer, Avantos)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Craig Ramsey (Chief Operating Officer, AdvisorEngine)
- Boris Rapoport (Senior Partner, Financial Services, The Vistria Group)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Prab Reddy (Partner, Republic Capital Group)
- Chelsea Reed (Managing Director, Republic Capital Group)
- Mike Reed (Partner, Republic Capital Group)
- Matt Regan (President, Wealthcare Capital Management, Sammons Wealth)
- Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
- Chaz Reiling (General Counsel, TradePMR, Robinhood Markets)
- Adam Rein (Co-Founder, CapShift)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Michael Rittershaus (Chief Service Officer, Choreo)
- Robert Roberts (Managing Director, New Mountain Capital)
- Collin Roche (Co-CEO, GTCR)
- James Rockwood (CEO, CapIntel)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- Dan Rosen (CEO, D1g1t)
- Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
- Rich Rosenbaum (Chief Investment Officer, Aquiline Capital Partners)
- Brian Ross (CEO, Flyer Financial Technologies)
- Trish Rothschild (Operating Partner, Advent International)
- John Rourke (CEO, Starburst Labs)
- April Rudin (CEO, The Rudin Group)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, Future Standard)
- Gautam Sachdev (CEO, 55ip, JP Morgan Asset Management)
- Debasis Sahu (Partner, Asset & Wealth Management Consulting, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
- Brian Saunders (Business Head, United Kingdom & Europe, Atlas Merchant Capital)
- Dave Schrohe (Partner, Convergency Partners)
- Jeff Schwantz (Executive Vice President, Wealth Management Sales, Orion Advisor Solutions)
- Skip Schweiss (CEO, Sierra Investment Management)
- Doug Scott (CEO, Ethic Investing)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Katie Sessions (Managing Director, Business Development, Americas, Aladdin WealthTech, BlackRock)
- Tom Severance (Chief Revenue Officer, OneVest)
- Patrick Shaddow (CEO, Syntax Data)
- Sachin Shah (CEO, Mantri Advisory)
- Sunay Shah (Managing Director, Business Development & Partnerships, OneVest)
- Yaela Shamberg (Chief Product Officer, Communify)
- Tim Shannon (Co-President, CAIS)
- Gaurav Sharma (CEO, Capitalize)
- Brad Siegert (Partner, Wealth Management, Ardea Partners)
- Justin Singer (Partner, United States Wealth & Asset Management Consulting, Ernst & Young)
- Jeff Sippel (Chief Strategy Officer, Northwestern Mutual)
- Babu Sivadasan (CEO, Jiffy.ai)
- Evan Skalski (Senior Partner, Asset & Wealth Management, Alpha Financial Markets Consulting)
- Craig Sklar (Partner, Business Transactions Group, Seward & Kissel)
- Greg Smith (Managing Director, Financial Technology Partners)
- Kirk Smith (Managing Director, GTCR)
- Marshall Smith (Managing Director, First Rate Ventures, First Rate)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Brad Smithy (President, Wealth Management, Elevation Point)
- Dane Snowden (CEO, Certified Financial Planner Board of Standards)
- Robert Sofia (CEO, Snappy Kraken)
- Ammer Soliman (Chief Operating Officer, Moment Technology)
- Matt Somma (Managing Director, Asset & Wealth Management, Investment Banking, Piper Sandler)
- Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
- Eric Sontag (President, Wealthspire Advisors)
- Brooke Southall (Principal, RIA Biz)
- Jenny Souza (CEO, Emigrant Partners)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Michael Spellacy (Managing Director, Financial Services Industry, Alvarez & Marsal)
- Peter Spinelli (Managing Director, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Sallie Squire (Chief Operations Officer, Allspring Global Investments)
- Paul Stamas (Managing Director, Financial Services, General Atlantic)
- Robert Stark (CEO, Nomura Capital Management)
- Brian Stern (Partner, Private Investments, Declaration Partners)
- Jon Stern (Partner, Berkshire Global Advisors)
- Jon Stevenson (President, Astraeus Wealth Tech)
- Andy Stewart (Executive Chairperson, Wilshire)
- Dave Stone (CEO, FirstRate)
- Trina Stone (Executive Chairperson, First Rate)
- Terry Sullivan (Chairman, Global Financial Institutions Group, UBS investment Bank)
- Steve Swain (Partner, Centana Growth Partners)
- Ken Swan (CEO, LMCG Investments)
- Mark Swan (CEO, Nevis Wealth)
- Wilbur Swan (CEO, Catchlight Insights)
- Danielle Sweeney (Business Head, Large Market RIA Sales, Financial Advisor Services, The Vanguard Group)
- Binoy Talati (Managing Director, RIA Business Development & Enterprise Relationship Management, iCapital Network)
- Martin Tarlie (Chief Product Officer, Nebo Wealth, Grantham, Mayo, & Van Otterloo (GMO))
- Darren Tedesco (President, Advisor360)
- Clare Teeling (Chief of Staff, Humanity Labs)
- John Telling (Managing Director, Institutional Advisor Business, JP Morgan Asset Management)
- Susan Theder (Chief Marketing & Experience Officer, FMG Suite)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Eric Thomes (CEO, Allianz Life Financial Services)
- Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Andrew Tropp (CEO, Anchor Mill Group)
- Jason VandeLoo (CEO, Choreo)
- Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
- Bill Van Law (CEO, WVL Group)
- Wim VanLerberghe (CEO, Advintro)
- Swati Verma (Business Head, Wealth & Advisor Platforms, Charles River Development)
- Scott Victoria (President, TradePMR)
- Gaurav Vohra (Managing Director, Wealth & WealthTech, Investment Banking, JP Morgan)
- Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Brad Walker (Co-President, CAIS)
- Tom Walrond (President, Private Client Group, Raymond James & Associates)
- Ed Walters (President, World Investment Advisors)
- Corey Walther (President, Allianz Life Financial Services)
- Steven Wang (CEO, dub)
- Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
- Marcus Ward (Investment Director, Inflexion Private Equity Partners)
- Mike Watling (Partner, Litigation & Investigations, Asset & Wealth Management, Seward & Kissel)
- Mike Watson (Executive Vice President, Axos Securities)
- John Weitzer (Chief Investment Officer, First Command Financial Services)
- Dave Welling (CEO, Mercer Advisors)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers, Aintree Capital)
- Tarah Williams (President, Prospera Financial Services)
- Matt Wilson (Managing Director, Central South Division, Chase Wealth Management)
- Sam Winkler (Chief Strategy Officer, Apex Fintech Solutions)
- David Winokur (Partner, Clayton, Dubilier & Rice)
- Justin Wisz (Founder, Thicket Ventures)
- Rick Wurster (CEO, The Charles Schwab Corporation)
- Kyle Zasky (CEO, VRGL)
- Vadim Zlotnikov (President, Fidelity Institutional, Fidelity Investments)
- Ross Znavor (President, Vise Technologies)
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