|
|
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 clients. Tiburon invites the top 0.7% of its corporate clients' 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.
Tiburon CEO Summit XXXVI
Confirmed
Attendee List
Tiburon is pleased to announce that the following 215 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXVI:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
- Frank Apollo (Chief Operating Officer, Hines Securities)
- Daniel Applegarth (Chief Financial Officer, NorthStar Financial Services Group)
- Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
- Anil Arora (Former Vice Chairman, Envestnet)
- Barrett Ayers (President, Adhesion Wealth Advisor Solutions)
- Bob Bachman (Executive Vice President, Relationship Management, Fidelity Institutional Asset Management)
- Dave Barton (Vice Chairman, Mercer Advisors)
- Jon Baum (Executive Chairman, NorthStar Financial Services Group)
- Ryan Beach (CEO, CLS Investments)
- Brent Beene (Managing Partner, Regent Atlantic Capital)
- Steve Begleiter (Managing Director, Flexpoint Ford)
- Michael Bell (CEO, Global Financial Private Capital (GFPC))
- Walt Bettinger (CEO, The Charles Schwab Corporation)
- Adam Birenbaum (CEO, Buckingham Family of Financial Services)
- Scott Blandford (Chief Digital Officer, TIAA)
- Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
- Tom Bradley (CEO, Tom Bradley Advisors)
- Jason Brausewetter (Executive Vice President, Discovery Data)
- Ben Brigeman (Strategic Advisor, Financial Services, Genstar Capital)
- Jay Brown (Chief Compliance Officer, Boulay Financial Advisors)
- Matt Brown (CEO, CAIS Group)
- John Bunch (President, Edelman Financial Engines)
- Brad Burgess (Chief Technical Officer, Orion Advisor Services)
- Roy Burns (Managing Director, TA Associates)
- Caleb Callahan (Chief Operating Officer, ValMark Financial Group)
- Bruce Cameron (Co-CEO, Berkshire Global Advisors)
- Robbie Cannon (CEO, Horizon Investments)
- David Canter (Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions, Fidelity Investments)
- Bill Capuzzi (CEO, Apex Clearing Corporation)
- Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
- Danielle Carnett (Senior Managing Director, Global Strategic Relations, Independent Broker/Dealers & Registered Investment Advisors, Nuveen Investments)
- Tim Carroll (CEO, New York Private Trust Company)
- Ron Carson (CEO, Carson Wealth Management Group)
- Joe Celentano (Executive Vice President, Retirement Solutions Division, Pacific Life Insurance Company)
- Tracy Chadwell (Founding Partner, 1843 Capital)
- Peter Cieszko (Business Head, Strategic Development, Americas, American Century Investments)
- Roman Ciosek (Partner, HighTower Westchester)
- Carolyn Clancy (Executive Vice President, Broker/Dealer Segment, Fidelity Clearing & Custody Solutions)
- Brendan Clark (CEO, Clark Capital Management Group)
- Harry Clark (Executive Chairman, Clark Capital Management Group)
- Eric Clarke (CEO, Orion Advisor Services)
- John Clendening (CEO, Blucora)
- Alan Clopine (Co-CEO, Pure Financial Advisors)
- Randy Conner (President, Churchill Management Group)
- Bill Crager (CEO, Envestnet Wealth)
- Todd Crockett (Managing Director, TA Associates)
- Gayle Crowell (Former Senior Advisor, Warburg Pincus)
- Ben Cukier (Partner, Centana Growth Partners)
- Scott Curtis (President, Raymond James Financial Services)
- Nate Dalton (CEO, Affiliated Managers Group (AMG))
- Scott David (Chairman, Investor Services, T. Rowe Price Group)
- Peter deBoer (CEO, CFRA Research)
- Bruno del Ama (Former CEO, Global X)
- Harry Dent (Founder, Dent Research)
- Stuart DePina (CEO, Envestnet Yodlee)
- Ryan Diachok (President, Geneos Wealth Management)
- Will Dolan (Business Head, Fidelity Corporate Actions Solutions)
- Jim Dowd (CEO, North Capital Private Securities)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Danny Dunn (Chief Revenue Officer, Morningstar)
- Adam Durrett (Managing Director, Hellman & Friedman)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Ric Edelman (Executive Chairman, Investor Education, Edelman Financial Engines)
- Tad Edwards (CEO, Benjamin Edwards & Company)
- Harold Evensky (Chairman, Evensky & Katz/Foldes Financial Management)
- Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg)
- Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
- Kim Fleming (CEO, Hefren-Tillotson)
- Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
- Rob Foregger (Executive Vice President, NextCapital Group)
- Isabelle Friedheim (CEO, Open SeSaFi)
- Greg Friedman (CEO, Private Ocean)
- Charles Goldman (CEO, AssetMark)
- Brett Goodman (Chief Communications Officer, E*Trade Financial Corporation)
- Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
- Cynthia Greenfield (Principal, Client Engagement & Success, Private Ocean)
- Scott Greenwald (Chief Operating Officer, Backend Benchmarking)
- Cheryl Gustitus (Executive Vice President, Marketing & Corporate Communications, Sustainalytics)
- Scott Hanson (Co-CEO, Allworth Financial)
- Lori Hardwick (President, Advisor Innovation Labs)
- Karl Heckenberg (CEO, Fiduciary Network, emigrant Savings Bank, New York Private Bank & Trust Company)
- John Heinen (Chief Technology Officer, Advicent Solutions)
- Jessica Henrickson (Chief Operating Officer, RobustWealth)
- Bob Herrmann (CEO, Discovery Data)
- Salene Hitchcock-Gear (President, Prudential Individual Life Insurance)
- Tim Hockey (CEO, TD Ameritrade Holding Corporation)
- Anton Honikman (CEO, MyVest Corporation)
- Hunter Horsley (CEO, Bitwise Asset Management)
- Sheena Iyengar (Professor, Business, Columbia Business School)
- Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
- Michael Jantzi (CEO, Sustainalytics)
- Anders Jones (CEO, Facet Wealth)
- Ramya Joseph (CEO, Pefin)
- Terri Kallsen (Executive Vice President, Schwab Investor Services, The Charles Schwab Corporation)
- Kunal Kapoor (CEO, Morningstar)
- Carl Katerndahl (Senior Executive Vice President, Global Retail, Nuveen Investments)
- Craig Katz (Executive Vice President, Discovery Data)
- Deena Katz (Chairman, Evensky & Katz/Foldes Financial Management)
- Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Brad Kellogg (Chief Strategy Officer, FIX Flyer)
- Mike Kelly (President, FS Investments)
- Mike Kerins (CEO, RobustWealth)
- Michael Kim (Chief Client Officer, AssetMark)
- Rob Klapprodt (Corporate Strategy Officer, Vestmark)
|
- Jon Korngold (Senior Managing Director, Growth Investing, The Blackstone Group)
- Brandon Krieg (CEO, StashInvest)
- Matthias Kuhlmey (Executive Vice President, Enterprise Investments & Acquisitions, HighTower)
- Randy Lambert (President, Orion Advisor Services)
- Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
- Kevin Laraia (Executive Vice President, Enterprise Sales, Docupace Technologies)
- Chris Lau (Chief Distribution Officer, DPL Financial Partners)
- David Lau (CEO, DPL Financial Partners)
- Andrew Lewis (Executive Vice President, Business Development & Partnerships, InvestCloud)
- Michael Lovett (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
- Lon Macdonald (Chief Marketing Officer, Vestmark)
- Todd Mackay (Interim CEO, HD Vest Financial Services)
- Scott MacKenzie (CEO, Fidelity Clearing Canada)
- Kevin Mahn (President, Hennion & Walsh Asset Management)
- Pete Masucci (Managing Director, New Mountain Capital)
- Michael McClary (Chief Investment Officer, Valmark Advisers)
- Brendan McConnell (Chief Operating Officer, Brinker Capital)
- Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
- Patrick McKenna (Executive Chairman, Facet Wealth)
- Bridget McNamara-Fenesy (CEO, M Holdings Securities)
- Muk Mehta (Chief Information Officer, AssetMark)
- John Michel (CEO, CircleBlack)
- Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
- Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
- Eric Mogelof (Business Head, United States Global Wealth Management, PIMCO)
- Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
- Jan Molino (CEO, Aspire Ascend)
- Ed Moore (Executive Vice President, Financial Planning Strategy, Edelman Financial Engines)
- Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
- Bob Mulcare (Managing Director, New Mountain Capital)
- Jim Nagengast (CEO, Securities America)
- Cheryl Nash (President, Fiserv Investment Services)
- Sandra Nesbit (Managing Director, Mercer Advisors)
- Bob Oros (CEO, HighTower)
- Josh Pace (President, TCA by E*Trade)
- Ron Pachura (Chief Financial Officer, Fiserv Investment Services)
- Jim Patrick (Executive Vice President, Sales, Envestnet)
- Lauren Pearson (Partner, HighTower Somerset)
- Angela Pecoraro (CEO, Advicent Solutions)
- Anthony Perkins (Chief Information Officer, Fiserv Investment Services)
- Rob Pinkerton (Chief Marketing Officer, Morningstar)
- Michael Pinsker (Chairman, Docupace Technologies)
- Randy Prager (Chief Technology Officer, FIX Flyer)
- Lowell Putnam (CEO, Quovo)
- 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)
- Dean Rager (President, Geneos RIA, Geneos Wealth Management)
- Lisa Rapuano (Chief Financial Officer, Facet Wealth)
- Matt Regan (President, Wealthcare)
- George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
- Noni Robinson (Business Head, Bank & Institutional Channel, Financial Advisor Services, The Vanguard Group)
- Tony Rochte (Executive Vice President, Institutional Investment & Technology Solutions and FundsNetwork, Fidelity Investments)
- Mark Rodrigues (Partner, Illuminate Financial Management)
- Karl Roessner (CEO, E*Trade Financial Corporation)
- Rich Rosenbaum (Partner, Aquiline Capital Partners)
- Brian Ross (CEO, FIX Flyer)
- Kristi Ross (Co-CEO, tastytrade)
- Knut Rostad (President, The Institute for the Fiduciary Standard)
- Gary Roth (Chief Business Officer, United Capital Financial Advisers)
- Doug Rubenstein (Chief Operating Officer, Benjamin Edwards & Company)
- Larry Rybka (Junior) (CEO, ValMark Financial Group)
- Tony Salewski (Managing Director, Genstar Capital)
- Paul Schaeffer (Advisor, Aquiline Capital Partners)
- Ken Schapiro (President, Condor Capital Management)
- Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
- Aaron Schumm (CEO, Vestwell Holdings)
- Skip Schweiss (President, TD Ameritrade Trust Company)
- Tim Shannon (President, CAIS Group)
- Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Dow Jones Media Group, Dow Jones & Company)
- Clara Shih (CEO, Hearsay Systems)
- Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services)
- Babu Sivadasan (President, Envestnet Retirement Solutions)
- Marshall Smith (Chief Product Officer, First Rate)
- Steven Spiegel (Partner, Aquiline Capital Partners)
- Paul Stamas (Managing Director, General Atlantic)
- Robert Stark (Senior Managing Director, Corporate Development, FS Investments)
- Andrew Stavaridis (Executive Managing Director, Enterprise & Advisor Sales, Envestnet)
- Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
- Jeff Stein (Managing Director, Warburg Pincus)
- Jon Stern (Partner, Berkshire Global Advisors)
- Andy Stewart (Founding Partner, Motive Partners)
- Hal Strong (Operating Executive, Financial Services, Genstar Capital)
- Ram Subramaniam (President, Fidelity Brokerage Services)
- Eric Sutherland President, PIMCO Investments)
- Steve Swain (Partner, Centana Growth Partners)
- Marie Swift (CEO, Impact Communications)
- Mark Tapling (CEO, Docupace Technologies)
- Allen Thorpe (Managing Director, Hellman & Friedman)
- Raj Udeshi (Founder, Hidden Levers)
- Rusty Vanneman (Chief Investment Officer, CLS Investments)
- James Waldinger (CEO, Artivest)
- Mike Walliser (Chief Operating Officer, Condor Capital Management)
- Sean Walters (CEO, Investments & Wealth Institute (IMCA))
- Corey Walther (Business Head, Business Development & Relationship Management, Allianz Life Financial Services)
- Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
- Bob Ward (Chief Revenue Officer, Financeware)
- Elliot Weissbluth (Chairman, HighTower)
- Craig Welch (CEO, Long Road Risk Management Services)
- Dave Welling (CEO, Mercer Advisors)
- Craig Wietz (President, First Rate)
- Greg Willsey (Managing Partner, GFS Private Wealth, Mercer Advisors)
- Kevin Winters (Executive Vice President, Global Wealth Management, PIMCO)
- Natalie Wolfsen (Chief Solutions Officer, AssetMark)
- Bill Wostoupal (President, Northern Lights Distributors)
- Ed Yardeni (President, Yardeni Research)
- Al Zdenek (Execuitve Vice President, Mercer Advisors)
- Vadim Zlotnikov (President, Global Asset Allocation, Fidelity Investments)
|
|
|
|
