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 500+ corporate members and other clients. 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 XLIV Confirmed Attendee List

Tiburon is pleased to announce that the following 315 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLIV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Bill McNabb (Former CEO, The Vanguard Group)
  • Qub Ahmed (Business Head, Retirement, Insurance, & College Savings Businesses, Franklin Templeton Investments)
  • Rich Aneser (Chief Strategy Officer, Envestnet)
  • Gary Anetsberger (Executive Chairman, Millennium Trust Company)
  • Frank Apollo (Senior Managing Director, Finance, Hines Securities)
  • Carolyn Armitage (President, Thrivent Advisor Network)
  • Sabrina Bailey (Business Head, Investment & Wealth Solutions, London Stock Exchange Group)
  • Toussaint Bailey (CEO, Uplifting Capital)
  • Ananya Balaram (Chief Revenue Officer, Vestmark)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Jason Barsema (President, Halo Investing)
  • Jeff Baumert (Executive Vice President, Financial Services, Allworth Financial)
  • Ryan Beach (President, Orion Wealth Management)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Todd Bertucci (Executive Vice President, Orion Advisor Solutions)
  • Harshendu Bindal (Managing Director, Digital Strategy & Wealth Management, Franklin Templeton Investments)
  • Brian Bleasdell (Chief Product Officer, Flyer Financial Technologies)
  • Mike Blundin (President, Vestmark)
  • Mike Boese (CEO, Hearsay Systems)
  • James Bogart (CEO, Bogart Wealth)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom SMAs, Allspring Global Investments)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Jeff Brand (Managing Director, Global Investment Banking, Raymond James & Associates)
  • Bill Brennan (Chief Administrative Officer, Apex FinTech Solutions)
  • Daniel Brenhouse (Partner, Permira Advisers)
  • Ben Brigeman (Strategic Advisor, Genstar Capital)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Josh Brown (CEO, Ritholtz Wealth Management)
  • Joel Bruckenstein (President, Technology Tools for Today)
  • John Burmeister (CEO, Lion Street Financial)
  • Roy Burns (Managing Director, TA Associates)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (President, Bluespring Wealth Partners)
  • Bill Capuzzi (CEO, Apex FinTech Solutions)
  • Michael Capella (Managing Director, United States Strategic Relationship Group, AllianceBernstein)
  • Julia Carlson (CEO, Financial Freedom Wealth Management Group)
  • Ron Carson (CEO, Carson Group)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
  • Jean-Marc Chapus (Managing Partner, Crescent Capital Group)
  • Tom Chard (CEO, North America, FNZ Group)
  • Stephen Chen (CEO, NewRetirement)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Peter Cieszko (Partner, Convergency Partners)
  • Kevin Cimring (CEO, Paperwork)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Jon Cleborne (Business Head, Vanguard Personal Advisor Services)
  • Alan Clopine (Chairman, Pure Financial Advisors)
  • Scott Colyer (CEO, Advisors Asset Management)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Jason Coots (Chief Marketing Officer, Battle Financial)
  • Tom Corra (Partner, Convergency Partners)
  • Cliff Corso (President, Advisors Asset Management)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Martin Cowley (Executive Vice President, Product Development, LifeYield)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cruikshank (President, Flourish)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Scott Curtis (President, Private Client Group, Raymond James Financial)
  • Jeff Cusack (Senior Managing Director, Strategic Business Development, RetireOne)
  • Pam Cytron (Advisory Board Member, First Rate)
  • Andrew D'Anna (Managing Director, Retail Experience & Specialized Relationships, Schwab Investor Services)
  • Dana D'Auria (President, Envestnet Solutions)
  • Alex David (CEO, Stifel Independent Advisors)
  • Nancy Davis (Managing Partner, Quadratic Capital Management)
  • Marco DeFreitas (Business Head, Client Experience & Digital, Individual Investor Business, The Vanguard Group)
  • David DiPetrillo (Senior Executive Vice President, North American Distribution, BNY Mellon Investment Management)
  • Ryan Dolan (Business Head, Consumer, Millennium Trust Company)
  • Bryan Dori (CEO, Archer IMS)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Mike Downing (Chief Operating Officer, Athene Holdings)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Joe Duran (Former CEO, Goldman Sachs Personal Financial Management)
  • Mike Durbin (Senior Advisor, Fidelity Investments)
  • Robert Eaton (Managing Director, Business Development, Aladdin WealthTech)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals (DACFP))
  • Tash Elwyn (CEO, Raymond James & Associates)
  • Paul Emery (Partner, Altas Partners)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Randy Epright (Chief Information Officer, Athene Holdings)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Private Wealth & Global Client Group, AllianceBernstein)
  • Chuck Failla (CEO, Sovereign Financial Group)
  • Michael Falcon (CEO, 29 Feathers)
  • Alex Farman-Farmaian (Co-Founder, Alternativ)
  • Dani Fava (President, Product Innovation, Envestnet)
  • Farouk Ferchichi (President, Data & Analytics Solutions, Envestnet)
  • Dan Ferguson (Chief Financial Officer, Vestmark)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Kevin Fitzwilson (Managing Partner, Coldstream Holdings)
  • Brooke Forbes (Chief Information Officer, Personal Investing, Fidelity Investments)
  • Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
  • Dave Fulton (CEO, Clearstead Advisors)
  • Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Paul Gamble (CEO, 55ip)
  • Lacy Garcia (CEO, Willow Partner Coaches)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Paul Germain (President, Stone Ridge Asset Management Group)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Brad Goodman (Business Head, Platform, SYSTM Wealth Solutions)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Mark Gormley (Partner, Lee Equity Partners)
  • Chris Grady (Executive Vice President, Retail Sales, Athene Annuity & Life Assurance Company)
  • Adam Green (CEO, YieldX)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Christian Haigh (CEO, Alternativ)
  • Brian Hamburger (CEO, MarketCounsel)
  • Rasheed Hammouda (Chief Product Officer, Alternativ)
  • Lori Hardwick (Senior Advisor, Genstar Capital)
  • Ben Harrison (Managing Director, Wealth Solutions, Pershing Advisor Solutions)
  • Sal Hasnain (Managing Director, Financial Services, Ontario Teachers Pension Plan)
  • Paul Hatch (CEO, Vestria Capital)
  • Pete Hess (President, Mid-Market Division, InvestCloud)
  • Joe Hipsky (Chief Strategy Officer, IRALogix)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Mark Hoffman (CEO, LifeYield)
  • Mike Hollander (Managing Director, GTCR)
  • Anton Honikman (CEO, MyVest)
  • Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group)
  • Dave Hubbard (CEO, Exemplar Financial Network)
  • Jay Hummel (CEO, Wealth Advisor Growth Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James Financial)
  • Jasmine Jirele (CEO, Allianz Life Insurance Company of North America)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Alli Jordan (President, LibertyFi)
  • Shruti Joshi (Chief Operating Officer, Facet)
  • James Joyce (Chief Operating officer, Lion Street Financial)
  • Joanna Kanakis (Executive Vice President, Institutional Business Development, Halo Investing)
  • Kunal Kapoor (CEO, Morningstar)
  • David Karr (Chairman, Equitable Advisors)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Heather Kelly (Business Head, Advisory & Strategic Accounts, Allianz Life Financial Services)
  • Mike Kelly (Co-President, FS Investments)
  • Ryan Kerry (CEO, Knowledger)
  • Tom Kimberly (Chief Product & Technology Officer, Edelman Financial Engines)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Harry Kirkpatrick (Chief Revenue Officer, Facet)
  • 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)
  • Gabe Krambs (Chief Technology Officer, Alternativ)
  • Venu Krishnamurthy (Business Head, Digital Wealth, BlackRock)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Biju Kulathakal (CEO, Halo Investing)
  • Rick Kushel (Partner, FINTOP Capital)
  • Renee Kwok (CEO, TFC Financial Management)
  • Alex Laipple (Chief Growth Officer, Ethic Investing)
  • Randy Lambert (Executive Vice President, Technology Operations, Orion Advisor Solutions)
  • Max Lane (CEO, Flourish)
  • Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock)
  • Dan Laszlo (CEO, Millennium Trust Company)
  • Christian Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Randy Little (Managing Director, Financial Technology Partners)
  • Todd Mackay (President, Avantax Wealth Management)
  • Rob Madej (CEO, PureFacts WealthTech Solutions)
  • Manish Malhotra (CEO, Income Discovery)
  • Carter Malloy (CEO, AcreTrader)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Frank Massa (President, Broker/Dealer & Network Services, Axa Advisors)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Allyson McDonald (CEO, Boston Common Asset Management)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
  • Patrick McKenna (Executive Chairman, Facet)
  • Brian McLaughlin (CEO, Orion Advisor Technology)
  • Mick McLaughlin (Chief Distribution Officer, Bitwise Asset Management)
  • Kevin Meagher (Deputy General Counsel, Fidelity Investments)
  • Ed Mercier (President, RetireOne)
  • Chris Merla (Chief Operations Officer, Lion Street Financial)
  • Jerry Michael (President, Smartleaf)
  • Liz Michaels (Co-Business Head, Aperio Group)
  • Jeff Miller (Managing Partner, Convergency Partners)
  • Evan Mizrachy (Managing Director, Business Development, Aperio Group)
  • Tim Monnin (Business Head, FinTech Investment Banking, KeyBanc Capital Markets)
  • Hans Morris (Managing Partner, Nyca Partners)
  • Maree Moscati (CEO, CopyTalk)
  • Ed Murphy (CEO, Empower)
  • Rich Napolitano (CEO, Advisor360)
  • Cheryl Nash (CEO, Financial Supermarket, InvestCloud)
  • Matt Newman (Chief Customer Officer, Hearsay Systems)
  • Tim Oden (Managing Director, Business Development & New Client Acquisition, Schwab Advisor Services)
  • Thomas Olsen (Partner, Web3, Digital Asset, & Metaverse Practice, Bain & Company)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Pete Ort (Managing Director, FS Investments)
  • Rose Palazzo (President, Financial Planning, Envestnet)
  • Roger Park (Partner, Innovation, Ernst & Young)
  • Russell Parker (Chief Strategy Officer, RetireOne)
  • Jon Patullo (Chief Product Officer, Advisory, Apex FinTech Solutions)
  • Mike Paul (Senior Advisor, Flexpoint Ford)
  • Steve Peacher (President, SLC Management)
  • David Peacock (CEO, Messick, Peacock, & Associates)
  • Lauren Pearson (Partner, Hightower Somerset Advisory)
  • Colby Penzone (Business Head, FundsNetwork and Fidelity Institutional Product & Consulting, Fidelity Investments)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Craig Pfeiffer (CEO, Money Management Institute (MMI))
  • Kirsten Pickens (Co-Business Head, United States Distribution, FS Investments)
  • Stephanie Pierce (CEO, Dreyfus, Mellon & Exchange Traded Funds, The Bank of New York Mellon Corporation)
  • Michael Pinsker (President, Docupace Technologies)
  • Jed Plafker (Executive Vice President, Global Alliances & New Business Strategies, Franklin Templeton Investments)
  • John Prosperi (Senior Managing Director, United States Service & Sales, AB Global)
  • Sisi Provost (Co-Founder, Succession Advisors)
  • Matt Radgowski (Chief Operations Officer, Halo Investing)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Max Rakhlin (Managing Director, Lightyear Capital)
  • Mario Ramos (CEO, Adviser Investments)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Patrick Reed (CEO, YourStake.Org)
  • Matt Regan (President, Wealthcare Capital Management)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Tom Rieman (Business Head, Wealth Solutions, JD Power)
  • Karin Risi (Managing Director, Strategy, Product, Marketing, & Communications, The Vanguard Group)
  • Anthony Rochte (Business Head, Exchange Traded Funds (ETFs), Morgan Stanley Investment Management)
  • James Rockwood (CEO, CapIntel)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Dan Rosen (Founder, Commerce Ventures)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Scott Roulston (Advisory Partner, The Pritzker Organization)
  • April Rudin (CEO, The Rudin Group)
  • Mitchell Sabshon (CEO, Inland Real Estate Investment Corporation)
  • Abby Salameh (Chief Marketing Officer, CAIS)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Kristen Santerian (Managing Director, BlackRock)
  • Khash Sarrafi (CEO, TeleMeet)
  • Colin Savage (Partner, Atlas Merchant Capital)
  • Brian Schappert (Co-Business Head, Intermediary Distribution, American Century Investments)
  • Dave Schrohe (Partner, Convergency Partners)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Jeff Schwantz (Managing Director, Channel Partnerships, Morningstar)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Alex Serman (Managing Director, Wealth, First Rate)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Chris Shutler (Managing Director, Strategic Development & Market Intelligence, Envestnet)
  • Evan Siegal (Partner, Asset & Wealth Management, PwC Strategy&)
  • Brad Siegert (Partner, Ardea Partners)
  • Darla Sipolt (Executive Vice President, Retail Growth, Allworth Financial)
  • Tom Sipp (Executive Vice President, Business Lines, Envestnet)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Josh Smith (CEO, VRGL Wealth)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
  • Sallie Squire (Chief Operating Officer, Allspring Global Investments)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Peter Stanton (CEO, Advisor Credit Exchange)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Katie Stockton (Managing Partner, Fairlead Strategies)
  • Dave Stone (CEO, RetireOne)
  • Keith Styrcula (Chairman, Structured Products Association)
  • Ram Subramaniam (Executive Vice President, Brokerage & Cash Management, Fidelity Investments)
  • Steve Swain (Partner, Centana Growth Partners)
  • Jack Swift (President, The TIFIN Group)
  • Rebecca Tadikonda (Executive Vice President, Strategy & Innovation, Athene Holdings)
  • John Taft (Vice Chairman, Baird)
  • Richard Tatum (President, Retirement Services, Vestwell Holdings)
  • Darren Tedesco (President, Advisor360)
  • Susan Theder (Chief Marketing & Experience Officer, FMG Suite)
  • Eric Thomes (Chief Distribution Officer, Allianz Life Insurance Company of North America)
  • Allen Thorpe (Partner, Hellman & Friedman)
  • Carl Tippit (President, Clearstead Advisors)
  • Gene Todd (Executive Vice President, Regional Markets, Fiduciary Trust Company International)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Frank Trotter (President, Battle Financial)
  • John Tyers (Business Head, Independent Advisor Group, Wells Fargo Advisors)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Tanya Van Court (CEO, Goalsetter)
  • Jason Van de Loo (Executive Vice President, Wealth Planning, Edelman Financial Engines)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Strategist, Orion Advisor Solutions)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Samir Vasavada (CEO, Vise)
  • Chad Virgin (Managing Director, Business Development, Allianz Life Ventures)
  • Kendrick Wakeman (Managing Partner, qSpur)
  • Brad Walker (Chief Client & Product Development Officer, CAIS)
  • Corey Walther (President, Allianz Life Financial Services)
  • Chris Walters (CEO, Avantax)
  • Bob Ward (CEO, QUODD)
  • Dan Watanapongse (Chief Financial Officer, Hightower Holding)
  • Dave Welling (CEO, Mercer Advisors)
  • Scott White (CEO, FMG Suite)
  • Jim Wiandt (CEO, Spark Network Group)
  • Craig Wietz (President, First Rate)
  • Cara Williams (Senior Partner, Global ESG and Sustainability, Mercer Investments)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • Eric Woo (CEO, Revere VC)
  • Greg Woolf (CEO, Fiverity)
  • Bill Wostoupal (Executive Vice President, Orion OCIO, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Ann Yeung (Chief Technology Officer, Northwestern Mutual Wealth Management Company)
  • Mike Zebrowski (Chief Operating Officer, Docupace Technologies)
  • Victor Zhang (Chief Investment Officer, American Century Investments)
  • Steve Zuschin (Executive Vice President, Business Development, LifeYield)