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 450+ corporate members. Tiburon invites the top 0.7% of its corporate members' executives after verifying 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. The Tiburon CEO Summit sponsor group has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.

Tiburon CEO Summit XXXIX Confirmed Attendee List

Tiburon is pleased to announce that the following 34 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XXXIX:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rudy Adolf (CEO, Focus Financial Partners)
  • Ori Brafman (Lecturer, University of California at Berkeley)
  • Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA))
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Adam Durrett (Partner, Hellman & Friedman)
  • Nick Eatock (CEO, Intelliflo)
  • Ric Edelman (Executive Chairman, Investor Education & Client Experience, Edelman Financial Engines)
  • Aaron Gordon (Business Head, Managed Accounts, Lincoln Financial Group)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Mark Hoffman (CEO, LifeYield)
  • Mike Hollander (Managing Director, GTCR Golder Rauner)
  • Jenny Johnson (CEO, Franklin Resources)
  • Kunal Kapoor (CEO, Morningstar)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Jenn Kenning (CEO, Align Impact)
  • Tariq Khan (CEO, Global Diversity Marketing)
  • Sanjeev Kumar (CEO, Skience)
  • John Largent (CEO, Members Trust Company)
  • Patrick McKenna (Managing Partner, Catalyst Opportunity Funds)
  • Rene Nourse (CEO, Urban Wealth Management Group)
  • Alex Potts (Chairman, Buckingham Strategic Partners)
  • Heather Redman (Managing Partner, Flying Fish Partners)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • John Rooney (Managing Principal, Commonwealth Financial Network)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Michelle Thetford (Chief Operating Officer, Hightower Advisors)
  • Margret Trilli (President, Impact Assets)
  • Sean Walters (CEO, Investments & Wealth Institute (IMCA))
  • Matt Witkos (President, Eaton Vance Distributors)
  • Steve Zuschin (Executive Vice President, LifeYield)