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 600+ corporate members and other clients. Tiburon invites the top 0.7% of its corporate members' executives after verifying titles through company websites & 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 XLVIII Confirmed Attendee List

Tiburon is pleased to announce that the following 458 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLVIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
  • Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
  • Rohit Agarwal (Co-CEO, Sora Finance)
  • Omar Aguilar (CEO, Charles Schwab Investment Management)
  • Amar Ahluwalia (CEO, OneVest)
  • Qub Ahmed (Business Head, Retirement, Workplace and Wealth (FIRST), Franklin Templeton)
  • Andrew Altfest (CEO, FP Alpha)
  • Joe Amato (President, Neuberger Berman Management)
  • James Amen (Partner, Ardea Partners)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Wayne Baker (Chief Investment Officer, TIAA Ventures)
  • Robb Baldwin (CEO, TradePMR)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Colin Barber (Managing Director, Strategic Partnerships, Ocean Park Asset Management)
  • Cody Barbo (CEO, Trust & Will)
  • Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
  • Jason Barsema (President, Halo Investing)
  • Michael Bell (CEO, Meketa Capital)
  • Heather Bellini (President, InvestCloud)
  • Michael Benedek (Managing Director, SEI Investments Company)
  • Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
  • Sinon Bennett (Chief Investment Officer, Wavvest)
  • Dan Berg (Chief Financial Officer, Hightower Holding)
  • Rob Bethmann (Managing Director, First Rate)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Philip Bianchi (Managing Partner, nFleXion Capital Partners)
  • Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
  • Dan Bjerke (President, Digital Wealth, InvestCloud)
  • Dave Blair (CEO, Ridgeline)
  • Michael Blaugrund (CEO, DriveWealth Holdings)
  • Mike Blundin (President, Vestmark)
  • James Bogart (CEO, Bogart Wealth)
  • Tim Bonacci (CEO, Luma Financial Technologies)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
  • Vaughn Bowman (CEO, MML Investors Services, MassMutual)
  • Tom Bradley (Chief Client Officer, Schwab Advisor Services)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Ben Brigeman (Strategic Advisor, Genstar Capital)
  • Brent Brodeski (CEO, Savant Capital)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Matt Brown (CEO, CAIS)
  • Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
  • Jason Buck (Managing Director, National Sales, Ocean Park Asset Management)
  • Todd Buck (Chief Sales Officer, Income Discovery)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • Michael Burns (Senior Partner, America, Asset & Wealth Management Consulting, AlphaFMC)
  • Bill Buzaid (Managing Director, Sales & Relationship Management, Moment Technology)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Michael Camp (Managing Director, 55ip)
  • David Canter (CEO, Finley Point Strategy)
  • Mike Capella (Business Head, US Strategic Relations Group, Alliance Bernstein)
  • Mike Capelle (Co-CEO, Modern Wealth Management)
  • Kristen Capuano (Co-Chief Operating Officer, Active Strategies, VanEck Associates)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Michael Carvin (CEO, SmartAsset)
  • Mark Casady (Partner, Vestigo Ventures)
  • Adam Casella (Managing Director, Blue Owl Capital)
  • Chip Castille (Chief Product Officer, Wilshire Associates)
  • Marianne Caswell (President, Park Avenue Securities)
  • Chris Chambs (CEO, Allianz Investment Management)
  • Howard Chen (Co-Business Head, North America Financial Institutions Group, Investment Banking, JP Morgan)
  • Steve Chen (CEO, Boldin)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Bob Clare (CEO, FiSpoke)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Steven Clark (President, DA Kreuter Associates)
  • Colin Close (President, Communify Fincentric)
  • Lauren Clough (CEO, bQuest)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Chris Condelles (Chief Strategy & Corporate Development Officer, FS Investments)
  • David Connor (Managing Director, North America, InvestSuite)
  • Brendon Cooper (Chief Revenue Officer, Streetbeat)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Todd Cooper (Chief Revenue Officer, TIFIN AG)
  • Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
  • Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cruikshank (President, Flourish)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Amy Cunningham (Partner, Republic Capital Group)
  • Jeff Cusack (President, RetireOne)
  • Lou D'Addario (Chief Revenue Officer, Foundation Source)
  • Jonathan Dane (Chief Investment Officer, Quinn)
  • Gerard Daniels (PureFacts Financial Solutions)
  • Travis Danysh (Chief Corporate Development Officer, Focus Financial Partners)
  • Dana D'Auria (President, Envestnet)
  • Scott David (CEO, Fiduciary Services Group)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Kerim Derhalli (CEO, Invstr)
  • Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
  • Steve Deschenes (Partner, Client Research, American Funds)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (CEO, Geneos Wealth Management)
  • Michael DiBiasio (Chief Operating Officer, Hightower Holding)
  • Jim Dickson (CEO, Elevation Point)
  • Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
  • Tobias Donath (Managing Director, Strategy & Go to Market, Fidelity Institutional Wealth Management Services)
  • Dave Donnelly (Partner, SpiderRock Advisors)
  • Dan Doonan (Executive Director, National Institute on Retirement Security)
  • Pete Dorsey (Chief Commercial Officer, Wing Financial)
  • Raj Doshi (President, April)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Brock Dunlop (Chief Financial Officer, Fidelity Capital Structure)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Mike Durbin (CEO, Cetera Holdings)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
  • Paul Ehrlichman (CEO, Flextion AI)
  • Jason Ehrlich (Managing Director, Investments, Emigrant Partners)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
  • Carmen Elio (Chief Revenue Officer, Helix)
  • Ahmad El-Katib (Chief Product Officer, First Rate)
  • Paul Emery (Partner, Altas Partners)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Erkko Etula (CEO, Brooklyn Investment Group)
  • John Euart (Partner, McKinsey & Company)
  • Shannon Eusey (CEO, Beacon Pointe Advisors)
  • John Ezekowitz (Managing Director, Bain Capital)
  • Jackson Fallon (Managing Director, RIA Strategic Accounts, Private Wealth, Blue Owl Capital)
  • Mike Fanning (CEO, Advisor360)
  • Rafay Farooqui (CEO, SUBSCRIBE)
  • Steven Feldman (CEO, GBI)
  • Corey Fiedler (Chief Product Officer, Vestmark)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Heather Fortner (CEO, SignatureFD)
  • Michael Freudenstein (Partner, PJT Partners)
  • Mark Friedenthal (CEO, Tolerisk)
  • Ben Fulton (CEO, WEBs Investments)
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
  • Praveen Ghanta (CEO, Fraction.Work)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Eric Golden (CEO, Canopy Capital Group)
  • Charles Goldman (Executive Chairman, Orion Advisor Solutions)
  • Nick Good (President, Ascensus)
  • Alex Goodwin (CEO, Bridge)
  • Alex Goss (Co-CEO, NewEdge Advisors)
  • Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
  • Rich Grant (Partner, Cerity Partners Ventures)
  • Adam Gross (Chief Revenue Officer, Optifino)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Brad Haag (Executive Vice President, Asset Manager Solutions, SMArtX Advisory Solutions)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Jeff Haller (Senior Managing Director, Evercore)
  • Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
  • Jack Hansen (Partner, Altas Partners)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Robbie Heeger (CEO, Endaoment)
  • Magnus Helgason (Managing Director, GrowthCurve Capital)
  • Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • Kim Hill (Chief Financial Officer, Amplify Technology)
  • Mark Hoffman (Managing Director, SEI Investments Company)
  • Mike Hollander (Managing Director, GTCR)
  • Adam Holt (CEO, Asset-Map Holdings)
  • Anton Honikman (CEO, MyVest)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Eric Housman (President, Fifth Third Wealth Advisors)
  • Noelle Hozumi (Executive Vice President, Global Sales, Communify Fincentric)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Marc Irizarry (Partner, Republic Capital Group)
  • Craig Iskowitz (CEO, Ezra Group)
  • Shawn Jaberzadeh (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Clara Jackson (Managing Director, TA Associates)
  • Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
  • Amit Jain (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Era Jain (CEO, Zeplyn.ai)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital Private Equity)
  • Andrew Johnson (CEO, Testimonial IQ)
  • Ben Johnson (Managing Director, Asset Management Solutions, Morningstar)
  • Anders Jones (CEO, Facet)
  • Shruti Joshi (President, Facet)
  • Brad Joudrie (Chief Revenue Officer, Conquest Planning)
  • Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
  • Atul Kamra (Managing Partner, SixThirty Ventures)
  • Will Kangas (Partner, Wealth Strategy, PwC)
  • Kunal Kapoor (CEO, Morningstar)
  • Sonny Kapoor (CEO, OneDigitalTrust)
  • Mark Karasik (Business Head, United States Asset & Wealth Management, Fenchurch Advisory Partners)
  • Dave Karr (Chairman, Equitable Advisors)
  • Anish Karyat (Chief Markets Officer, Moment Technology)
  • Roland Kastoun (Partner, Asset & Wealth Management Consulting Solutions, PwC)
  • Mike Kazanjian (Chief Marketing Officer, FIDx, Envestnet)
  • Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Brendan King (CEO, Wavvest)
  • Jonathan Kingery (Business Head, United States Wealth Management, Franklin Templeton Investments)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • David Kleinhandler (CEO, Optifino)
  • Kevin Knull (President, TaxStatus)
  • Kirsten Knull (Chief Revenue Officer, AcquireUp)
  • Ari Koban (Business Head, Vise Aggregators, Vise Technologies)
  • Gregg Kobelski (Business Head, Wealth & Brokerage Platform Sales, Fidelity Institutional)
  • Bill Koehler (CEO, FCI Advisors)
  • Michael Konialian (CEO, Modern Life)
  • Michael Kopelman (Venture Partner, Armory Square Ventures)
  • Brian Kovack (CEO, Kovack Securities)
  • Eli Koven (Executive Vice President, Strategy & Operations, Moment Technology)
  • Brandon Krieg (Co-CEO, Stash Financial)
  • Nitya Kowtha (Managing Director, Partnerships, Willow)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
  • Stephen Kump (President, Donor Advised Funds, Foundation Source)
  • Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Max Lane (CEO, Flourish)
  • John Langston (CEO, Republic Capital Group)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Mike Lecours (Co-Founder, fpPathfinder)
  • Michael Lee (Chief Sales Officer, Agent IQ)
  • Tom Lee (Co-President, Parametric Portfolio Associates)
  • Nate Lenz (CEO, Concurrent)
  • Patrick Leonard (Managing Director, Citigroup)
  • Vickie Lewin (Chief Growth Officer, Amplify Technology)
  • Andrew Lewis (Executive Vice President, Partnerships, Communify Fincentric)
  • Sam Lewis (CEO, Fruitful)
  • Bill Lorenz (Co-President, Advisor Teams, Indivisible Partners)
  • Rafael Loureiro (CEO, Wealth.Com)
  • Chris Loveless (President, O'Shaughnessy Asset Management)
  • Jane Ma (Managing Director, Moelis & Company)
  • Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company)
  • Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
  • Jud Mackrill (Co-Founder, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Satayan Mahajan (CEO, Datalign Advisory)
  • Rohit Mahna (Business Head, Client Growth, Fidelity Institutional)
  • Lou Maiuri (CEO, AssetMark Financial Holdings)
  • Paul Majerus (Partner, Republic Capital Group)
  • Priya Malani (CEO, Stash Wealth)
  • Manish Malhotra (CEO, Income Discovery)
  • Hasan Malik (Chief Strategy Officer, Edward Jones)
  • Peter Mallouk (CEO, Creative Planning)
  • Tom Manning (CEO, FL Putnam Investment Management Company)
  • Greg Mashinter (Partner, Peloton Capital Management)
  • Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
  • Kate McKinley (Chief Legal Officer, Allspring Global Investments)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Kapil Mehra (Business Head, Wealth Management, Mergers & Acquisitions, Financial Institutions Group, Investment Banking, RBC Capital Markets)
  • Doris Meister (CEO, Cove Hollow Advisors)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Eric Metz (President, SpiderRock Advisors)
  • Jerry Michael (President, Smartleaf)
  • Dave Michaud (Co-Business Head, United States Intermediary Distribution, Eaton Vance)
  • Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Ranjan Mishra (CEO, PCR)
  • Christian Mitchell (President, Cetera Solutions)
  • Chris Momsen (CEO, Summa Financial Technology)
  • John Moninger (Business Head, United States Distribution, Allspring Global Investments)
  • Kevin Moran (President, AlTi Tiedemann Global)
  • Colin Motley (Partner, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Vinay Nair (CEO, TIFIN Group)
  • Rob Nance (CEO, Dispatch)
  • Cheryl Nash (President, APL InvestCloud)
  • Michael Nathanson (CEO, Focus Financial Partners)
  • Nina Naydenova (Managing Director, Mergers & Acquisitions, Investment Banking, JP Morgan)
  • Daniel Needham (President, Morningstar Investment Management)
  • Rob Nelson (CEO, NorthRock Partners)
  • Liz Nesvold (Chair, Emigrant Partners)
  • Peter Nesvold (Managing Partner, Nesvold Capital Partners)
  • George Nichols (CEO, The American College)
  • Darby Nielson (Chief Investment Officer, Fidelity Institutional Wealth Services)
  • Peter Nolan (Executive Vice President, Strategic Sales & Partnerships, Pontera Solutions)
  • Bill Nook (Managing Director, Moelis & Company)
  • Mike Norman (President, Galliard Capital Management)
  • Rob O'Boyle (Chief Revenue Officer, Pure Facts Financial Solutions)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Eden Ovadia (CEO, Finny.ai)
  • Siddhartha Oza (Co-CEO, SoraFinance)
  • Anton Padmasiri (CEO, WealthOS)
  • Matt Pallai (Chief Investment Officer, Nomura Capital Management)
  • Lauren Palumbo (Chief Risk Officer, Prudential Annuities)
  • Stuart Parker (CEO, PGIM Investments)
  • Mark Patricof (CEO, Patricof Company)
  • Rob Pettman (President, Tifin Group)
  • Gary Pforzheimer (President, Planned Giving, Foundation Source)
  • Dan Picard (Managing Director, Alternative Products, Morgan Stanley Investment Management)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • Jakob Pizzera (Chief Operating Officer, OneVest)
  • Nick Platt (Chief Operating Officer, Kudu Investment Management)
  • John Plansky (Business Head, State Street Wealth Services)
  • Emil Polito (Board Member, First Rate)
  • Maurits Pot (CEO, Tema ETFs)
  • Alex Potts (President Emeritus, Buckingham Strategic Partners)
  • Johnny Poulsen (CEO, Income Lab)
  • Christina Quinn (Managing Director, Enterprise RIA, BlackRock)
  • Jason Quinn (Chief Operating Officer, Advisor360)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Larry Raffone (Chairman, Edelman Financial Engines)
  • Nick Raffone (Chief Financial Officer, Vise Technologies)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Sumit Rajpal (CEO, GrowthCurve Capital)
  • Max Rakhlin (Partner, Lightyear Capital)
  • Sid Ramakrishnan (Managing Director, Genstar Capital)
  • Ramesh Rao (Professor, Finance, McCombs School of Business)
  • Vishal Rawal (Partner, Strategy&, PwC)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Chelsea Reed (Managing Director, Republic Capital Group)
  • Michael Reed (Partner, Republic Capital Group)
  • Matt Regan (President, Wealthcare Capital Management)
  • Shannon Reid (President, Independent Contractors Division, Raymond James Financial)
  • Chaz Reiling (Chief Legal Officer, TradePMR)
  • Adam Rein (CEO, CapShift)
  • Adam Reinmann (CEO, Wendel NA)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Satricia Rice (Senior Managing Director, Private Client Group, Clearstead Advisors)
  • Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
  • Rita Robbins (President, Affiliated Advisors)
  • Lisa Roberts (Business Head, Wealth Management, Wilmington Trust)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • Chip Robie (Chief Operating Officer, Eagle Capital Management)
  • Ben Robins (Managing Partner, TRIA Capital Partners)
  • Collin Roche (Co-CEO, GTCR)
  • James Rockwood (CEO, CapIntel)
  • Tony Rodrigues (Partner, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Rich Romano (CEO, FIDx)
  • Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Gary Roth (Co-CEO, Modern Wealth Management)
  • Michael Roth (Chief Product Officer, Digital Wealth, InvestCloud)
  • Tricia Rothschild (Operating Partner, Advent International)
  • April Rudin (CEO, The Rudin Group)
  • Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
  • Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
  • Tuppy Russo (Chief Technology Officer, Bernstein Private Wealth)
  • Debasis Sahu (Partner, Asset & Wealth Management Deals, PwC)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
  • Eric Satz (CEO, Alto Solutions)
  • Damian Scavo (CEO, Streetbeat)
  • Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
  • Michael Schnitman (Senior Managing Director, SLC Management)
  • Dave Schrohe (Partner, Convergency Partners)
  • Thomas Schulte (Partner, Financial Planning, Napier Financial)
  • Joe Schultz (Chief Client Officer, American Century Investments)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Manu Seth (Business Head, Fidelity Institutional Managed & Advisory Solutions)
  • Kabir Sethi (CEO, Kabir Sethi)
  • Patrick Shaddow (CEO, Syntax Data)
  • Jay Shah (CEO, Edelman Financial Engines)
  • Ruchit Shah (CEO, Council Oak Partners)
  • Sachin Shah (Managing Director, 55ip)
  • Yaela Shamberg (Chief Product Officer, Communify Fincentric)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • John Sharpe (President, Wing Financial)
  • Jack Sharry (Managing Director, SEI Investments Company)
  • Ian Sheridan (Managing Partner, Vestigo Ventures)
  • Estee Shor (Chief Operating Officer, Foundation Source Phianthropic Solutions)
  • Larry Shumbres (CEO, Archive Intel)
  • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
  • Brad Siegert (Partner, Ardea Partners)
  • Michael Simon (CEO, NDVR)
  • Darla Sipolt (Chief Client Officer, Allworth Financial)
  • Jeff Sippel (Chief Strategy Officer, Northwestern Mutual)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Ammer Soliman (Co-Founder, Moment Technology)
  • Matt Somma (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
  • Jenny Souza (CEO, Emigrant Partners)
  • Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
  • Peter Spinelli (Business Head, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
  • Shannon Spotswood (CEO, RFG Advisory)
  • Jenny Spradling (CEO, FreeWill)
  • John Stadtler (Partner, Financial Services, PwC)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stein (CEO, Warmer)
  • Brian Stern (Partner, Growth Equity, Declaration Partners)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Ken Stern (President, Lido Advisors)
  • Dave Stone (CEO, RetireOne)
  • Matt Straut (Managing Director, RIA Channel, Blue Owl Capital)
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
  • Steve Swain (Partner, Centana Growth Partners)
  • Mark Swan (CEO, Nevis Wealth)
  • Wilbur Swan (CEO, Catchlight)
  • Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
  • Andrew Tarver (President, Private Markets Account Network, InvestCloud)
  • Darren Tedesco (President, Advisor360)
  • Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
  • Eric Thomes (CEO, Allianz Life Financial Services)
  • Chris Todd (CEO, Envestnet)
  • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
  • Bonnie Tomczak (CEO, Northwestern Mutual Wealth Management Company)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
  • Adriana Tullman (Managing Partner, Peak Altitude Partners)
  • Neil Turner (Co-CEO, NewEdge Advisors)
  • Paul Uhlman (President, Federated Securities Corporation)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Frank Vallario (Senior Managing Director, rpmAUM)
  • Pete VanDeventer (Managing Director, The Goldman Sachs Group)
  • Kyle VanFleet (Managing Director, Americas, Asset Management Investment Banking, The Goldman Sachs Group)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Laura Varas (CEO, Hearts & Wallets)
  • Samir Vasavada (CEO, Vise Technologies)
  • Dan Vene (Managing Partner, Investment Solutions, iCapital Network)
  • GV Vincent (Senior Partner, Deloitte Consulting)
  • Gaurav Vohra (Managing Director, Fintech, Wealth & Asset Management, Investment Banking, JP Morgan)
  • Kapin Vora (President, Digital Wealth, InvestCloud)
  • Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Fred Waldman (Partner, North American Distribution, UpMarket)
  • Corey Walther (President, Allianz Life Financial Services)
  • Alex Weiss (President, Napier Financial)
  • Jason Wenk (CEO, Altruist)
  • Scott White (CEO, FMG Suite)
  • Justin Whitehead (CEO, Pebble Finance)
  • Jim Wiandt (Partner, Stack Ventures)
  • Jim Wiandt (Partner, Stack Ventures)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Weston Wilkinson (Partner, Investcorp)
  • Spencer Williams (CEO, Retirement Clearinghouse)
  • Sean Wing (CEO, Wing Financial)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • John Wise (CEO, Communify Fincentric)
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • J. Womack (Chief Product Officer, SEI Investments Company)
  • Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
  • Jeff Yabuki (CEO, InvestCloud)
  • Helen Yang (CEO, Andes Risk)
  • Alaoui Zenere (Managing Director, Equity Capital Markets, JP Morgan)
  • Victor Zhang (Chief Investment Officer, American Century Investments)
  • Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company)
  • Dan Zitting (CEO, Nitrogen)
  • Vadim Zlotnikov (President, Fidelity Institutional)
  • Ross Znavor (President, Vise Technologies)
  • Yoav Zurel (CEO, Pontera Solutions)
   
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