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 179 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXVI:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
  • Anil Arora (Vice Chairman, Envestnet Yodlee)
  • Bob Bachman (Executive Vice President, Relationship Management, Fidelity Institutional Asset Management)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • 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 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)
  • 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)
  • 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)
  • Eric Clarke (CEO, Orion Advisor Services)
  • John Clendening (CEO, Blucora)
  • 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)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Nate Dalton (CEO, Affiliated Managers Group (AMG))
  • 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 (President, North Capital)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ric Edelman (Chairman, Investor Education, Edelman Financial Engines)
  • Harold Evensky (Chairman, Evensky & Katz/Foldes Financial Management)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Kim Fleming (CEO, Hefren-Tillotson)
  • Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
  • 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, Hanson McClain Group)
  • Lori Hardwick (President, Advisor Innovation Labs)
  • Karl Heckenberg (CEO, Fiduciary Network, emigrant Savings Bank, New York Private Bank & Trust Company)
  • 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)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Michael Jantzi (CEO, Sustainalytics)
  • Anders Jones (CEO, Facet Wealth)
  • Ramya Joseph (CEO, Pefin)
  • 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 (President, Vestmark)
  • Jon Korngold (Managing Director, Global Financial Services Sector, General Atlantic)
  • 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)
  • David Lau (CEO, DPL Financial Partners)
  • 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)
  • 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)
  • Joe Mrak (CEO, FolioDynamix)
  • 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)
  • 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)
  • 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)
  • Knut Rostad (President, The Institute for the Fiduciary Standard)
  • Gary Roth (Chief Business Officer, United Capital Financial Advisers)
  • 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)
  • 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)
  • 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)
  • 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))
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Elliot Weissbluth (Chairman, HighTower)
  • 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)