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, & select other business heads 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 insiders group has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.

Tiburon CEO Summit XLII Confirmed Attendee List

Tiburon is pleased to announce that the following 144 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Mike Alexander (President, Wealth Management & Global Managed Services, Broadridge Financial Solutions)
  • Mike Alfred (Managing Partner, Alpine Fox)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Jason Barsema (President, Halo Investing)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • Jody Bhagat (President, Americas, Personetics)
  • Adam Birenbaum (CEO, Buckingham Wealth Partners)
  • Mike Blundin (CEO, Vestmark)
  • Sandy Bolton (Chief Integration Officer, FS Investments)
  • Jeff Brand (Managing Director, Raymond James Financial)
  • Greg Brown (Managing Director, The Caprock Group)
  • Roy Burns (Managing Director, TA Associates)
  • Ron Carson (CEO, Carson Group)
  • Mark Casady (Partner, Vestigo Ventures)
  • Bernie Clark (Managing Director, Schwab Advisor Services)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Todd Clegg (Managing Director, OneX)
  • Randy Conner (President, Churchill Management Group)
  • Bill Crager (CEO, Envestnet)
  • Todd Crockett (Managing Director, TA Associates)
  • Chris Curtis (Chief Financial Officer, Cerity Partners)
  • Edward Daffron (Executive Vice President, Advisor Services, First Command Financial Services)
  • Alex D'Amico (Partner, McKinsey & Company)
  • Lule Demmissie (CEO, eToro USA)
  • Amy Doherty (Chief Operating Officer, First Command Financial Services)
  • Lisa Dolly (CEO, LD Executive Services)
  • Bryan Dori (CEO, Archer IMS)
  • Jeffrey Dunham (CEO, Dunham & Associates)
  • Mike Durbin (President, Fidelity Institutional)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Bill Fahrbach (Chief Financial Officer, Facet Wealth)
  • Michael Falcon (CEO, 29 Feathers)
  • Bill Gilbert (Managing Director, The Caprock Group)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Sunday Grace (Chief Financial Officer, First Command Financial Services)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Lori Hardwick (Senior Advisor, Genstar Capital)
  • Chris Harrington (Partner, KKR)
  • Matt Harris (Partner, Bain Capital Ventures)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Paul Hatch (Managing Partner, Convergency Partners)
  • Jim Hays (CEO, Wells Fargo Advisors)
  • Karl Heckenberg (CEO, Emigrant Partners)
  • Mark Hoffman (CEO, LifeYield)
  • Pat Hoffmann (Managing Director, Strategic Relationships, Wealth Client Group, Allspring Global Investments)
  • Mike Hollander (Managing Director, GTCR)
  • Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group)
  • Ron Joelson (Chairman, Northwestern Mutual Investment Management (NMIMC))
  • Bevon Joseph (CEO, Greenwood Project)
  • Kunal Kapoor (CEO, Morningstar)
  • David Karr (Chairman, Equitable Investors)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Heather Kelly (Executive Vice President, Advisory Sales & Strategic Accounts, Allianz Life Financial Services)
  • Mike Kelly (Co-President, FS Investments)
  • Dan Kern (Chief Investment Officer, TFC Financial Management)
  • James Kim (President, First Command Bank)
  • Chris King (CEO, Eaglebrook Advisors)
  • Harry Kirkpatrick (Chief Revenue Officer, Facet Wealth)
  • Michael Kitces (Publisher, The Kitces Report)
  • Aaron Klein (CEO, Riskalyze)
  • Bill Koehler (CEO, FCI Advisors)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (Chief Operations Officer, Orion Advisor Solutions)
  • John Largent (CEO, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • Jill Lyttle (Executive Vice President, Human Resources & Leadership Development, First Command Financial Services)
  • Hugh MacArthur (Business Head, Global Private Equity Practice, Bain & Company)
  • Todd Mackay (President, Avantax)
  • Jud Mackrill (CEO, Milemarker)
  • Manish Malhotra (CEO, Income Discovery)
  • Tobin McDaniel (Business Head, SoFi Invest)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Milind Mehere (CEO, YieldStreet)
  • Ed Mercier (President, RetireOne)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
  • Maree Moscati (CEO, Copy Talk)
  • Nalika Nanayakkara (Partner, Wealth & Asset Management, Ernst & Young)
  • Cheryl Nash (CEO, Financial Supermarket, InvestCloud)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • David Obrand (President, Addepar)
  • Claire O'Keefe (Partner, Corporate Development, Cerity Partners)
  • Bob Oros (CEO, HighTower Holding)
  • John Osarczuk (Executive Vice President, Advisor Operations, First Command Financial Services)
  • Russell Parker (Chief Strategy Officer, RetireOne)
  • Lauren Pearson (Partner, Hightower Somerset Advisory)
  • Dan Picard (Managing Director, New Product Development, FS Investments)
  • Kirsten Pickens (Co-Business Head, United States Distribution, FS Investments)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Michael Raneri (Chief Digital & Innovation Officer, AssetMark Financial Holdings)
  • Brandon Rembe (Chief Product Officer, Envestnet)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Bob Reynolds (CEO, Putnam Investments)
  • Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
  • Collin Roche (Managing Director, GTCR)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Tyrone Ross (CEO, Onramp Invest)
  • April Rudin (CEO, The Rudin Group)
  • Charlie Ruffel (Chairman, Kudu Investment Management)
  • Abby Salameh (Chief Marketing Officer, CAIS)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Michael Sapir (CEO, ProShares)
  • Aaron Schaben (Co-President, Carson Group)
  • Dave Scherer (Co-CEO, Origin Investments)
  • Evamarie Schoenborn (CEO, Northwestern Mutual Wealth Management Company)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Doug Scott (CEO, Ethic)
  • Mike Sha (CEO, SigFig)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Hugh Simpson (Chief Legal Officer, First Command Financial Services)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Marshall Smith (Chief Operating Officer, First Rate)
  • Michael Sonnenshein (CEO, Grayscale Investments)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Mark Steffe (CEO, First Command Financial Services)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • John Streur (CEO, Calvert Research & Management)
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Jack Swift (CEO, The TIFIN Group)
  • John Taft (Vice Chairman, Baird)
  • Andy Tang (Partner, Draper Associates)
  • Cyrus Taraporevala (CEO, State Street Global Advisors)
  • Fred Thiel (CEO, Marathon Digital Holdings)
  • Scott Underwood (CEO, Socium Advisors)
  • Jason VanDeLoo (Chief Marketing Officer, Edelman Financial Engines)
  • Bill VanLaw (CEO, WVL Group)
  • Corey Walther (President, Allianz Life Financial Services)
  • Bob Ward (CEO, Financeware)
  • Craig Wietz (President, First Rate)
  • Bill Wostoupal (Executive Vice President, Strategic Relationships, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Rick Wurster (President, The Charles Schwab Corporation)