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 XXXVIII Confirmed Attendee List

Tiburon is pleased to announce that the following 121 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XXXVIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rob Arnott (Chairman, Research Affiliates)
  • Ted Angus (General Counsel, AssetMark)
  • Adam Antoniades (President, Cetera Financial Group)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • Kylee Beach (General Counsel, Orion Advisor Solutions)
  • Ryan Beach (Chief Operations Officer, Orion Advisor Solutions)
  • Brent Beardsley (Chief Strategy Officer, The Vanguard Group)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA))
  • Roy Burns (Managing Director, TA Associates)
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Caleb Callahan (President, ValMark Financial Group)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Ron Carson (CEO, Carson Group)
  • Hamesh Chawla (Chief Technology Officer, Edelman Financial Engines)
  • Peter Cieszko (Business Head, Strategic Development, Americas, American Century Investments)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Randy Conner (President, Churchill Management Group)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Mike Curcio (Executive Vice President, Institutional, E*Trade Financial)
  • Robert DeChellis (CEO, Bonsai Personal Pensions)
  • Steve Deschenes (Partner, Product Management & Analytics,American Funds)
  • Will Dolan (CEO, Financeware)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Jason Early (Chief Revenue Officer, BizEquity)
  • Ric Edelman (Executive Chairman, Investor Education, Edelman Financial Engines)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg)
  • Greg Friedman (CEO, Private Ocean)
  • Jim Gold (CEO, Steward Partners Global Advisory)
  • Cynthia Greenfield (Principal, Client Engagement & Success, Private Ocean)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Bob Herrmann (CEO, Discovery Data)
  • Anders Jones (CEO, Facet Wealth)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • David Knoch (President, Tax Smart Institute, Blucora)
  • Andrew Korn (Partner, Sageview Capital)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (Chief Operating Officer, Orion Advisor Solutions)
  • John Largent (Chief Investment Strategist, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Alex Maggi (Chief Financial Officer, Members Trust Company)
  • Manish Malhotra (CEO, Income Discovery)
  • Brooks Marston (Chief Revenue Officer, The Pacific Financial Group)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Bo McWilliams (Chief Operations Officer, First Rate)
  • Megan Meade (Co-CEO, The Pacific Financial Group)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • Ed Mercier (President, RetireOne)
  • Robert Merton (Professor, Sloan School of Management)
  • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Joe Moglia (Chairman, TD Ameritrade)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • James Molloy (Chief Operations Officer, The Pacific Financial Group)
  • Ed Moore (Executive Vice President, Financial Planning Strategy, Edelman Financial Engines)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • Vali Nasr (CEO, Claraphi Advisory Network)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • Peter Nesvold (Chief Operating Officer, Financial Services, Investment Banking, Raymond James Financial)
  • Chris Oddy (Chief Financial Officer, Allworth Financial)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Bob Oros (CEO, HighTower Holding)
  • Shannon O'Toole (Chief Talent Officer, Buckingham Family of Financial Services)
  • Ray Padron (Managing Partner, Brightworth)
  • Bob Palmer (President, Wealth Management, Plante & Moran)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Alex Potts (Chairman, BAM Advisor Services)
  • Mario Ramos (Chief Financial Officer, Edelman Financial Engines)
  • Lisa Rapuano (Chief Financial Officer, Facet Wealth)
  • David Remstein (President, FinMason)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Brian Ross (CEO, FIX Flyer)
  • Andrew Rudd (CEO, Advisor Software)
  • Larry Rybka (Junior) (CEO, ValMark Financial Group)
  • Abby Salameh (Chief Marketing Officer, HighTower Holding)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Nick Scalzo (Co-CEO, The Pacific Financial Group)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Bonnie Sewell (CEO, American Capital Planning)
  • Tim Shannon (President, CAIS Group)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Peter Spinelli (Business Head, Asset Management Investment Banking, RBC Capital Markets)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest Corporation)
  • Robert Stark (Senior Managing Director, Corporate Development, FS Investments)
  • Mark Steffe (President, First Command Financial Services)
  • Dave Stone (CEO, RetireOne)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Scott Stuart (Managing Partner, Sageview Capital)
  • Steve Swain (Partner, Centana Growth Partners)
  • Mark Tapling (CEO, Docupace Technologies)
  • Cyrus Taraporevala (CEO, State Street Global Advisors)
  • Philip Taylor (Chief Analytics Officer, FinMason)
  • Sue Thompson (Executive Vice President, State Street Global Advisors)
  • Alex Trianine (Chief Revenue Officer, FIX Flyer)
  • Bill VanLaw (CEO, WVL Group)
  • Kendrick Wakeman (CEO, FinMason)
  • Sean Walters (CEO, Investments & Wealth Institute (IMCA))
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Solutions)
  • Steve Warren (Co-Founder, MyVest Corporation)
  • Craig Welch (CEO, Long Road Risk Management Services)
  • Craig Wietz (President, First Rate)
  • Matt Wilson (President, E*Trade Advisor Services)
  • Matt Witkos (President, Eaton Vance Distributors)
  • Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech)
  • Chris Zuczek (Chief Product Officer, Discovery Data)