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 169 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XXXVIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rob Arnott (Chairman, Research Affiliates)
  • Mark Casady (Partner, Vestigo Ventures)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Rudy Adolf (CEO, Focus Financial Partners)
  • Larry Allen (CEO, NYPPEX)
  • Rob Anderson (Partner, Payments & Transaction Processing, FTV Capital)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Ted Angus (General Counsel, AssetMark)
  • Adam Antoniades (CEO, Cetera Financial Group)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Barrett Ayers (President, Adhesion Wealth Advisor Solutions)
  • Nathan Bachrach (Partner, Allworth Financial)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • John Baum (Executive Chairman, Orion Advisor Solutions)
  • Kylee Beach (General Counsel, Orion Advisor Solutions)
  • Ryan Beach (Chief Operations Officer, Orion Advisor Solutions)
  • Brent Beardsley (Chief Strategy Officer, The Vanguard Group)
  • Brad Bernstein (Managing Partner, Enterprise Technology & Financial Services, FTV Capital)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Woody Brock (President, Strategic Economic Decisions)
  • Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA))
  • Josh Brown (CEO, Ritholtz Wealth Management)
  • Matt Brown (CEO, CAIS Group)
  • 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)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Harry Clark (Executive Chairman, Clark Capital Management Group)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Randy Conner (President, Churchill Management Group)
  • Ron Cordes (Co-Founder, Cordes Foundation)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Mike Curcio (Executive Vice President, Institutional, E*Trade Financial)
  • Scott Curtis (President, Private Client Group, Raymond James Financial)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Robert DeChellis (CEO, Bonsai Personal Pensions)
  • stuart DePina (CEO, Envestnet Data & Analytics)
  • Steve Deschenes (Partner, Product Management & Analytics,American Funds)
  • Will Dolan (CEO, Financeware)
  • Adam Durrett (Partner, Hellman & Friedman)
  • 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)
  • Tom Florence (CEO, 361 Capital)
  • Praveen Ghanta (CEO, HiddenLevers)
  • Mat Gleason (President, FBL Marketing Services)
  • Jim Gold (CEO, Steward Partners Global Advisory)
  • Aaron Gordon (Business Head, Managed Accounts, Lincoln Financial Group)
  • Kyle Griswold (Partner, Payments & Transaction Processing and Financial Services, FTV Capital)
  • Jim Hale (CEO, Columbus Strategic)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Bob Herrmann (CEO, Discovery Data)
  • Mike Hogan (President, Tax Smart Innovation, Blucora)
  • Mike Hollander (Managing Director, GTCR Golder Rauner)
  • Anders Jones (CEO, Facet Wealth)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Operating Officer, FIX Flyer)
  • Pete Kirtland (CEO, Aspire Financial Services)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Mark Klein (CEO, Professional Capital Services)
  • 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)
  • Jed Laskowitz (CEO, Intelligent Digital Solutions, JP Morgan Asset & Wealth Management)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Executive Vice President, Corporate Development & Partnerships, InvestCloud)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Jud Mackrill (Chief Marketing Officer, Carson Group)
  • 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)
  • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services,Fiserv)
  • Eric Mogelof (Business Head, United States Global Wealth Management, PIMCO)
  • 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)
  • Mary Nelson (CEO, Allstate Financial Services)
  • 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)
  • 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)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Mario Ramos (Chief Financial Officer, Edelman Financial Engines)
  • Lisa Rapuano (Chief Financial Officer, Facet Wealth)
  • Matt Regan (President, Wealthcare Capital Management)
  • David Remstein (President, FinMason)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • 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)
  • Sterling Shea (Business Head, Global Wealth & Asset Management, Dow Jones & Company)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Milo Sprague (Senior Advisor, Technology, FTV Capital)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest Corporation)
  • Robert Stark (Senior Managing Director, Corporate Development, FS Investments)
  • Andrew Stavaridis (Executive Managing Director, Enterprise Sales, Envestnet)
  • Mark Steffe (President, First Command Financial Services)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • JOn Stern (Partner, Berkshire Global Advisors)
  • Dave Stone (CEO, RetireOne)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Scott Stuart (Managing Partner, Sageview Capital)
  • Steve Swain (Partner, Centana Growth Partners)
  • Zohar Swaine (Chief Operating Officer, Professional Capital Services)
  • 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)
  • Raj Udeshi (Founder, HiddenLevers)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Invetsment Officer, CLS Investments)
  • Kendrick Wakeman (CEO, FinMason)
  • Brad Walker (Senior Managing Director, Alternative Investments, CAIS Group)
  • Sean Walters (CEO, Investments & Wealth Institute (IMCA))
  • Corey Walther (President, Allianz Life Financial Services)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Solutions)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • 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)
  • Kevin Winters (Executive Vice President, Alternative Credits & Private Strategies, PIMCO)
  • Matt Witkos (President, Eaton Vance Distributors)
  • Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech)
  • Chris Zuczek (Chief Product Officer, Discovery Data)