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 282 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Rohit Agarwal (Co-Founder, SoraFinance)
  • Mike Alfred (Managing Partner, Alpine Fox)
  • Libet Anderson (President, Investment Solutions, Concourse Financial Group Securities)
  • Rich Aneser (Chief Strategy Officer, Envestnet)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Henry Ann (Business Head, Americas, ALLINDEX)
  • Adam Antoniades (CEO, Cetera Financial Group)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Jacob Armstrong (Business Head, Insurance Strategic Distribution, Franklin Templeton Investments)
  • Kevin Armstrong (General Counsel, Docupace Technologies)
  • Anil Arora (President, Wealth, The TIFIN Group)
  • Steve Atkinson (Executive Vice President, Advisor Relations, Buckingham Strategic Partners)
  • Kate Baird (Managing Director, Alternative Asset Management, First Rate)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Jon Baranko (Chief Investment Officer, Global Fundamental Investments, Allspring Global Investments)
  • Karen Barr (CEO, Investment Adviser Association (IAA))
  • Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Ryan Beach (Chief Operating Officer, Orion Advisor Solutions)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Raj Bector (Senior Partner, McKinsey & Company)
  • Jeb Bentley (Business Head, Wealth & Investment Management, Northwestern Mutual)
  • Jody Bhagat (President, Americas, Personetics)
  • Adam Birenbaum (CEO, Buckingham Wealth Partners)
  • Brian Bleasdell (Chief Product Officer, Flyer Financial Technologies)
  • Mike Blundin (President, Vestmark)
  • Mike Boese (CEO, Hearsay Systems)
  • 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)
  • Matt Brown (CEO, CAIS)
  • Sean Brown (CEO, Y Charts)
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Roy Burns (Managing Director, TA Associates)
  • Rich Calhoun (CEO, Laidlaw Wealth Management & Naples Wealth Planning)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Cleo Chang (Business Head, Investment Solutions, American Century Investments)
  • Tom Chard (CEO, North America, FNZ)
  • Stephen Chen (CEO, NewRetirement)
  • Roddy Chisholm (Chief Operating Officer, Eaglebrook Advisors)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Nat Clarkson (Partner, BankTech Ventures)
  • Alan Clopine (Chairman, Pure Financial Advisors)
  • Scott Colyer (CEO, Advisors Asset Management)
  • Robert Contreras (Co-President, Kovitz Investment Group)
  • Brendon Cooper (Senior Executive Vice President, Business Development, Copy Talk)
  • Cliff Corso (President, Advisors Asset Management)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Martin Cowley (Executive Vice President, Product Development, LifeYield)
  • Bill Crager (CEO, Envestnet)
  • Ben Cruikshank (President, Flourish 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)
  • Pete D'Arrigo (Chief Financial Officer, Envestnet)
  • Dana D'Auria (Co-Chief Investment Officer, Envestnet)
  • Alex David (CEO, Stifel Independent Advisors)
  • Jennifer Dempsey Fox (Former President, Bryn Mawr Trust Company)
  • Jon de St. Paer (President, Charles Schwab Investment Management)
  • Louis Diamond (President, Diamond Consultants)
  • Jim Dickson (CEO, Sanctuary Wealth Partners)
  • Amit Dogra (President, tru Independence)
  • 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)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Laura Dunne (Treasurer, Envestnet)
  • Mike Durbin (President, Fidelity Institutional)
  • Mark Earley (CEO, Hines Securities)
  • Robert Eaton (Managing Director, Business Development, Aladdin WealthTech, BlackRock)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
  • Kamila Elliott (CEO, Collective Wealth Partners)
  • 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)
  • Marty Erzinger (Founding Member, Sanctuary Wealth Advisors)
  • Bill Fahrbach (Chief Financial Officer, Facet Wealth)
  • Michael Falcon (CEO, 29 Feathers)
  • Alex Farman-Farmaian (Co-Founder, Alternativ)
  • Gene Farrell (CEO, Vanilla)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Brooke Forbes (Chief Iinformation Officer, Personal Investing, Fidelity Investments)
  • Heather Fortner (CEO, Signature FD)
  • Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
  • Scott Freeland (Business Head, Strategy, Investment & Wealth Solutions, London Stock Exchange Group)
  • Don Friedman (President, Digital Assets Council of Financial Professionals (DACFP))
  • Ben Fulton (CEO, Elkhorn Consulting)
  • Dave Fulton (CEO, Clearstead Advisors)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Lacy Garcia (CEO, Willow Partner Coaches)
  • George Gay (CEO, First Affirmative Financial Network)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Aditi Gokhale (President, Retail Investments, Northwestern Mutual)
  • Jim Gold (CEO, Steward Partners Global Advisory)
  • Adam Green (CEO, YieldX)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Chris Guerrieri (Managing Director, Integrated Distribution, Allspring Global Investments)
  • Christian Haigh (CEO, Alternativ)
  • 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)
  • Philipp Hecker (CEO, Bento Engine)
  • Ryan Hicke (CEO, SEI Investments)
  • Cor Hoekstra (Executive Vice President, TIFIN Wealth)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Mark Hoffman (CEO, LifeYield)
  • Pat Hoffmann (Managing Director, Strategic Relationships, Wealth Client Group, Allspring Global Investments)
  • Mike Hollander (Managing Director, GTCR)
  • Mike Holt (Chief Strategy Officer, Morningstar)
  • Anton Honikman (CEO, MyVest)
  • Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Rick Hough (CEO, Silvercrest Asset Management Group)
  • Anthony Hoye (Partner, The Copia Group)
  • Dave Hubbard (President, Exemplar Financial Network)
  • Jay Hummel (CEO, Wealth Advisor Growth Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James Financial)
  • Seth Johnson (CEO, Redi2 Technologies)
  • Anders Jones (CEO, Facet Wealth)
  • Joanna Kanakis (Executive Vice President, Institutional Business Development, Halo Investing)
  • Kunal Kapoor (CEO, Morningstar)
  • Mike Kazanjian (Chief Marketing Officer, FIDx)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Heather Kelly (Business Head, Advisory Sales & Strategic Accounts, Allianz Life Financial Services)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Dan Kern (Chief Investment Officer, TFC Financial Management)
  • Chris King (CEO, Eaglebrook Advisors)
  • Nick King (CEO, Vint)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Blake Kleinman (Partner, Hellman & Friedman)
  • David Knoch (CEO, Docupace Technologies)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • Matt Kolesky (President, Arbor Capital)
  • Gabe Krambs (Chief Technology Officer, Alternativ)
  • Venu Krishnamurthy (Business Head, Digital Wealth, BlackRock)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Christian Kronseder (CEO, ALLINDEX)
  • Biju Kulathakal (CEO, Halo Investing)
  • Alex Laipple (Chief Growth Officer, Ethic)
  • 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)
  • Leslie Leach (Chief Marketing & Strategy Officer, Hearsay Systems)
  • Tony Leal (President, Envestnet MoneyGuide)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Todd Mackay (President, Avantax)
  • Doug Magnolia (President, Vestwell State Savings, Vestwell Holdings)
  • Manish Malhotra (CEO, Income Discovery)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Jeff Masom (President, Franklin Distributors)
  • Joe Maxwell (Managing Partner, FINTOP Capital)
  • Pat McClain (Co-CEO, Allworth Financial)
  • Robert McGill (President, Compensation & Compliance, Docupace Technologies)
  • Brian McLaughlin (CEO, Redtail Technology)
  • Runik Mehrotra (President, Vise)
  • Doug Mento (Business Head, Bank & Institutional Channel, Financial Advisor Services, The Vanguard Group)
  • Jerry Michael (President, Smartleaf)
  • Larry Miles (CEO, Choreo)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Alan Moore (CEO, AdvicePay)
  • Mary Moore (Chief Operating Officer, AdvicePay)
  • RJ Moore (CEO, Private Advisor Group)
  • Fayez Muhtadie (Managing Director, Stone Point Capital)
  • Vinay Nair (CEO, The TIFIN Group)
  • Nalika Nanayakkara (Managing Partner, Americas, Financial Services Consulting, Ernst & Young)
  • Rich Napolitano (CEO, Advisor360)
  • Cheryl Nash (CEO, Financial Supermarket, InvestCloud)
  • Michael Nathanson (CEO, The Colony Group)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • Matt Newman (Chief Customer Officer, Hearsay Systems)
  • Bill Nook (Managing Director, Moelis & Company)
  • Mike O'Brien (Managing Partner, Stratos Wealth Partners)
  • Chris Oddy (Chief Financial Officer, Allworth Financial)
  • Claire O'Keefe (Partner, Corporate Development, Cerity Partners)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Bob Oros (CEO, Hightower Holding)
  • Siddhartha Oza (Co-Founder, SoraFinance)
  • Eric Pan (CEO, Investment Company Institute (ICI))
  • Jon Patullo (Chief Product Officer, Apex FinTech Solutions)
  • David Peacock (CEO, Messick, Peacock, & Associates)
  • Colby Penzone (Business Head, FundsNetwork and Fidelity Institutional Product & Consulting, Fidelity Investments)
  • Chris Perry (President, Global Sales, Marketing, & Client Solutions, Broadridge Financial Solutions)
  • Rob Pettman (Executive Vice President, Wealth Management Solutions, LPL Financial)
  • John Phillips (Executive Vice President, Platform Sales, Fidelity Institutional)
  • Ned Phillips (CEO, Bambu)
  • Alfred Pierce (Managing Director, Corporate Development, SEI Investments Company)
  • Jon Pincus (President, SMArtX Advisory Solutions)
  • Michael Pinsker (President, Docupace Technologies)
  • James Poer (CEO, Kestra Financial)
  • Alex Potts (President, Buckingham Strategic Partners)
  • John Prosperi (Senior Managing Director, AB Global)
  • Matt Radgowski (Chief Operations Officer, Halo Investing)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Max Rakhlin (Managing Director, Lightyear Capital)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Evan Rapoport (CEO, SMArtX Advisory Solutions)
  • Patrick Reed (CEO, YourStake.Org)
  • Matt Regan (President, Wealthcare Capital Management)
  • Emily Reitan (Managing Director, Financial Services, Project Consulting Group)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Noni Robinson (Business Head, New Market Opportunities, Fidelity Institutional)
  • Tony Rodrigues (Partner, Financial Services & Strategy, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Rich Romano (CEO, FIDx)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Joanna Rotenberg (President, Personal Investing, Fidelity Investments)
  • Scott Roulston (Advisory Partner, The Pritzker Organization)
  • Todd Rovak (CEO, Carefull)
  • 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)
  • Rachel Saunders (CEO, Apex Digital Assets)
  • Colin Savage (Partner, Atlas Merchant Capital)
  • Brian Schappert (Co-Business Head, Intermediary Distribution, American Century Investments)
  • Sarah Schneider (President, Northwestern Mutual Investment Services)
  • Dave Schrohe (Partner, Convergency Partners)
  • Jeff Schwantz (Business Head, Global Advisor Client Experience, Morningstar)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Kate Shackleton (Executive Vice President, Corporate Strategy & New Ventures, LPL Financial Holdings)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Chris Shutler (Business Head, Market Intelligence, Envestnet)
  • Michael Sidgmore (Partner, Broadhaven Ventures)
  • Brad Siegert (Partner, Ardea Partners)
  • Ainslie Simmonds (President, PershingX)
  • Darla Sipolt (Executive Vice President, Retail Growth, Allworth Financial)
  • Tom Sipp (Business Head, Wealth Solutions, Envestnet)
  • Babu Sivadasan (CEO, JIFFY.ai)
  • Frank Smith (President, Private Advisor Group)
  • Josh Smith (CEO, VRGL)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
  • Michelle Spellerberg (Chief Marketing Officer, Millennium Trust Company)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Dave Stone (CEO, First Rate)
  • Dave Stone (CEO, RetireOne)
  • Trina Stone (Executive Chairwoman, First Rate)
  • Jim Stueve (Executive Vice President, Strategic Accounts, Corebridge Financial)
  • Tony Svach (Managing Director, BlackRock)
  • Richard Tatum (President, Retirement Services, Vestwell Holdings)
  • Jonathan Thomas (CEO, American Century Investments)
  • Shundrawn Thomas (Managing Partner, The Copia Group & Former CEO, Northern Trust Asset Management)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Gui Trias (CEO, Tidal Financal Group)
  • Neil Turner (CEO, NewEdge Advisors)
  • Joe Ujobai (CEO, Alternative Investment Exchange)
  • Ben Upward (Partner, COSIMO Ventures)
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Samir Vasavada (CEO, Vise)
  • Chad Virgin (Managing Director, Business Development, Allianz Life Ventures)
  • Michael Vossler (Chief Revenue Officer, Docupace Technologies)
  • Petal Walker (Managing Director, Deloitte & Touche)
  • Sean Walters (CEO, Investments & Wealth Institute)
  • Corey Walther (President, Allianz Life Financial Services)
  • Dan Watanapongse (Chief Financial Officer, Hightower Holding)
  • Ben Webster (CEO, OWL ESG)
  • Jason Wenk (CEO, Altruist)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • Eric Woo (CEO, Revere VC)
  • Bill Wostoupal (Executive Vice President, Strategic Relationships, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Kim Wright-Violich (Managing Partner, Tideline)
  • John Yackel (CEO, Trucendent)
  • Ann Yeung (Chief Technology Officer, Northwestern Mutual Wealth Management Company)
  • Steve Zuschin (Executive Vice President, Enterprise Technology Adoption, LifeYield)