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, & managing directors 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. 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.

Tiburon CEO Summit XLIII Confirmed Attendee List

Tiburon is pleased to announce that the following 157 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Steve Anderson (Managing Director, Affluent Client Services, The Charles Schwab Corporation)
  • Rich Aneser (Chief Strategy Officer, Envestnet)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Kevin Armstrong (General Counsel, Docupace Technologies)
  • Anil Arora (President, Wealth, The TIFIN Group)
  • Souheil Badran (Chief Operating Officer, Northwestern Mutual)
  • Sabrina Bailey (Business Head, Global Wealth Solutions, Data, & Analytics Division, London Stock Exchange Group)
  • Ryan Beach (Chief Operating Officer, Orion Advisor Solutions)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Jody Bhagat (President, Americas, Personetics)
  • Adam Birenbaum (CEO, Buckingham Wealth Partners)
  • Mike Boese (CEO, Hearsay Systems)
  • Manjunath Boraiah (Business Head, Systematic Fixed Income, Allspring Global Investments)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Jeff Brand (Managing Director, Global Investment Banking, Raymond James & Associates)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA))
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • James Capps (Managing Director, Cash Technology, BlackRock)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Roddy Chisholm (Executive Vice President, Investment Platform, Eaglebrook Advisors)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Alan Clopine (Chairman, Pure Financial Advisors)
  • Matt Cobb (Business Head, Financial Institutions Group, American Century Investments)
  • Scott Colyer (CEO, Advisors Asset Management)
  • Tom Corra (Partner, Convergency Partners)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Chris Curtis (Chief Financial Officer, Cerity Partners)
  • Jeff Cusack (Senior Managing Director, Strategic Business Development, RetireOne)
  • Pam Cytron (Advisory Board Member, First Rate)
  • Dana D'Auria (Co-Chief Investment Officer, Envestnet)
  • Ryan Dolan (Business Head, Consumer, Millennium Trust Company)
  • Bryan Dori (CEO, Archer IMS)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Laura Dunne (Treasurer, Envestnet)
  • Mike Durbin (President, Fidelity Institutional)
  • Robert Eaton (Managing Director, Business Development, Aladdin WealthTech, BlackRock)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals (DACFP))
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Marty Erzinger (Founding Member, Sanctuary Wealth Advisors)
  • Michael Falcon (CEO, 29 Feathers)
  • Alex Farman-Farmaian (Co-Founder, Alternativ)
  • Heather Fortner (CEO, Signature FD)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Aditi Gokhale (President, Retail Investments, Northwestern Mutual)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Adam Green (CEO, YieldX)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Christian Haigh (CEO, Alternativ)
  • Jamie Hale (CEO, Ladder Life)
  • Rasheed Hammouda (Chief Product Officer, Alternativ)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Lori Hardwick (Senior Advisor, Strategic Advisory Board, Genstar Capital)
  • Paul Hatch (CEO, Vestria Capital)
  • Tom Haught (President, Sequoia Financial Group)
  • Ryan Hicke (CEO, SEI Investments)
  • Mark Hoffman (CEO, LifeYield)
  • Mike Hollander (Managing Director, GTCR)
  • Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group)
  • Dave Hubbard (President, Exemplar Financial Network)
  • Jay Hummel (CEO, Wealth Advisor Growth Network)
  • Lisa Hunt (Managing Director, International Services, The Charles Schwab Corporation)
  • Ron Joelson (Chairman, Northwestern Mutual Investment Management (NMIMC))
  • James Joyce (Chief Operating Officer, Lion Street Financial)
  • Joanna Kanakis (Executive Vice President, Institutional Business Development, Halo Investing)
  • Kunal Kapoor (CEO, Morningstar)
  • David Karr (CEO, Equitable Advisors)
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Heather Kelly (Business Head, Advisory Sales & Strategic Accounts, Allianz Life Financial Services)
  • Mike Kelly (Co-President, FS Investments)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Dan Kern (Chief Investment Officer, TFC Financial Management)
  • Tom Kimberly (Chief Product & Technology Officer, Edelman Financial Engines)
  • Chris King (CEO, Eaglebrook Advisors)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Blake Kleinman (Partner, Hellman & Friedman)
  • David Knoch (CEO, Docupace Technologies)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • Venu Krishnamurthy (Business Head, Digital Wealth, BlackRock)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (Chief Operations Officer, Orion Advisor Solutions)
  • Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock)
  • Christian Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Ben Littman (Chief Solutions Officer, Pure Financial Advisors)
  • Todd Mackay (President, Avantax)
  • Manish Malhotra (CEO, Income Discovery)
  • Jeff Masom (President, Franklin Distributors)
  • Ed Mercier (President, RetireOne)
  • Ann Miletti (Chief Diversity Officer, Allspring Global Investments)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Alan Moore (CEO, AdvicePay)
  • Vinay Nair (CEO, The TIFIN Group)
  • Cheryl Nash (CEO, Financial Supermarket, InvestCloud)
  • Daniel Needham (President, Morningstar Wealth Management Solutions)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • Claire O'Keefe (Partner, Corporate Development, Cerity Partners)
  • Bob Oros (CEO, Hightower Holding)
  • Kirsten Pickens (Co-Business Head, United States Distribution, FS Investments)
  • Alex Potts (President, Buckingham Strategic Partners)
  • John Prosperi (Senior Managing Director, AB Global)
  • Max Rakhlin (Managing Director, Lightyear Capital)
  • Matt Regan (President, Wealthcare Capital Management)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Rich Romano (CEO, FIDx)
  • Joanna Rotenberg (President, Personal Investing, Fidelity Investments)
  • April Rudin (CEO, The Rudin Group)
  • Abby Salameh (Chief Marketing Officer, CAIS)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Sarah Schneider (President, Northwestern Mutual Investment Services)
  • Dave Schrohe (Partner, Convergency Partners)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Tim Shannon (President, CAIS)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Chris Shutler (Business Head, Market Intelligence, Envestnet)
  • Tito Singh (Chief Revenue Officer, Financial Supermarket, InvestCloud)
  • Tom Sipp (Business Head, Wealth Solutions, Envestnet)
  • Babu Sivadasan (CEO, JIFFY.ai)
  • Ken Sleeper (Managing Director, Sierra Investment Management)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Sallie Squire (Chief Operating Officer, Allspring Global Investments)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Dave Stone (CEO, First Rate)
  • Dave Stone (CEO, RetireOne)
  • Trina Stone (Executive Chairwoman, First Rate)
  • Eric Sutherland (President, PIMCO Investments)
  • Jack Swift (President, The TIFIN Group)
  • Darren Tedesco (President, Advisor360)
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Strategist, Orion Advisor Solutions)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Sean Walters (CEO, Investments & Wealth Institute)
  • Corey Walther (President, Allianz Life Financial Services)
  • Bob Ward (CEO, Financeware)
  • John Weitzer (Chief Investment Officer, First Command Financial Services)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers)
  • Eric Woo (CEO, Revere VC)
  • Bill Wostoupal (Executive Vice President, Strategic Relationships, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Ann Yeung (Chief Technology Officer, Northwestern Mutual Wealth Management Company)
  • Steve Zuschin (Executive Vice President, Enterprise Technology Adoption, LifeYield)