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 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 389 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)
  • Qub Ahmed (Co-Business Head, US Retirement, Insurance, & College Savings Businesses, Franklin Templeton Investments)
  • Joe Amato (President, Neuberger Berman Management)
  • Barrett Ayers (CEO, Adhesion Wealth Advisor Solutions)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Wayne Baker (Chief Investment Officer, TIAA Ventures)
  • Ananya Balaram (Chief Revenue Officer, Vestmark)
  • Robb Baldwin (CEO, TradePMR)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Colin Barber (Managing Director, Strategic Partnerships, Sierra Investment Management)
  • Cody Barbo (CEO, Trust & Will)
  • Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
  • Jason Barsema (President, Halo Investing)
  • Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
  • Michael Bell (CEO, Meketa Capital)
  • Heather Bellini (President, InvestCloud)
  • Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
  • 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 (Business Head, Wealth Management, Mass Mutual Financial Group)
  • Tom Bradley (Chief Client Officer, Schwab Advisor Services)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • 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)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • David Canter (CEO, Finley Point Strategy)
  • Blake Cargill (Partner, Republic Capital Group)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Michael Carvin (CEO, SmartAsset)
  • Mark Casady (Partner, Vestigo Ventures)
  • Marianne Caswell (President, Park Avenue Securities)
  • Chris Chambs (CEO, Allianz Investment Management)
  • Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
  • 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)
  • Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Mark Colvin (Chief of Staff, CAIS)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Chris Condelles (Deputy Chief Financial Officer, FS Investments)
  • Ziv Conen (Partner, New Era Capital Partners)
  • Brendon Cooper (Chief Revenue Officer, Streetbeat)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Cliff Corso (President, Advisors Asset Management)
  • Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
  • Eve Cout (Managing Director, Global Corporate Strategy, BlackRock)
  • Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
  • Ben Cruikshank (President, Flourish)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Sheldon Cummings (President, Corporate, Smarsh)
  • Chris Curtis (Partner, Cerity Partners)
  • Jeff Cusack (President, RetireOne)
  • Pam Cytron (President, The Founders Arena)
  • Lou D'Addario (Chief Revenue Officer, Foundation Source)
  • Ned Dane (Chief Growth Officer, AdvisorEngine)
  • Andrew D'Anna (Managing Director, Retail Experience & Specialized Relationships, Schwab Investor Services)
  • Travis Danysh (Chief Corporate Development Officer, Focus Financial Partners)
  • Cat Davies (CEO, Innovayte)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Leah Del Percio (CEO, Trustate)
  • 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)
  • Rob Dilbone (Managing Director, TradePMR)
  • 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)
  • Pete Dorsey (Chief Commercial Officer, Wing Financial)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • 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)
  • Jason Ehrlich (Managing Director, Investments, Emigrant Partners)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
  • Ahmad El-Katib (Chief Product Officer, First Rate)
  • Paul Emery (Partner, Altas Partners)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Vic Esclamado (Partner, Republic Capital Group)
  • John Euart (Partner, McKinsey & Company)
  • Shannon Eusey (CEO, Beacon Pointe Advisors)
  • Travis Fairchild (Co-Chief Investment Officer, Vise Technologies)
  • Michael Falcon (CEO, Eagle Capital Management)
  • Mike Fanning (CEO, Advisor360)
  • Rafay Farooqui (CEO, SUBSCRIBE)
  • Steven Feldman (CEO, GBI)
  • Pat Fels (Co-Business Head, Global Financial Institutions Group, Investment Banking, The Goldman Sachs Group)
  • Corey Fiedler (Chief Product Officer, Vestmark)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Heather Fortner (CEO, SignatureFD)
  • Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
  • Michael Freudenstein (Partner, PJT Partners)
  • Mark Friedenthal (CEO, Tolerisk)
  • Greg Friedman (Business Head, Exchange Traded Funds (ETFs) Management & Strategy, Fidelity Investments)
  • Ben Fulton (CEO, WEBs Investments)
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Andres Garcia-Amaya (CEO, Zoe Financial)
  • Praveen Ghanta (CEO, Fraction.Work)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Charles Goldman (Executive Chairman, Orion Advisor Solutions)
  • Nick Good (President, Ascensus)
  • Aaron Gordon (President, Hornor, Townsend, & Kent)
  • Sirisha Gorjala (Business Head, Digital Products, Franklin Templeton Investments)
  • Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
  • Rich Grant (Partner, Cerity Partners Ventures)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Christian Haigh (CEO, Compound Planning)
  • Jeff Haller (Senior Managing Director, Evercore)
  • Scott Hanson (Vice Chairman, Allworth Financial)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Scott Harrigan (CEO, Alto Securities)
  • Margaret Hartigan (CEO, Marstone)
  • Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
  • Paul Hatch (CEO, Vestria Capital)
  • Karl Heckenberg (CEO, Constellation Wealth 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)
  • 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)
  • Rick Hough (CEO, Silvercrest Asset Management Group)
  • Eric Housman (President, Fifth Third Wealth Advisors)
  • 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)
  • Era Jain (CEO, Zeplyn.ai)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Cristian Jitianu (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • Jenny Johnson (CEO, Franklin Resources)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Anders Jones (CEO, Facet)
  • Shruti Joshi (President, Facet)
  • Brad Joudrie (Chief Revenue Officer, Conquest Planning)
  • Dipti Kachru (Chief Marketing Officer, Broadridge Financial Solutions)
  • Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
  • Atul Kamra (Managing Partner, SixThirty Ventures)
  • Kunal Kapoor (CEO, Morningstar)
  • Dave Karr (Chairman, Equitable Advisors)
  • 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)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Brendan King (CEO, Wavvest)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Aaron Klein (Founder, Nitrogen)
  • 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)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • Michael Kopelman (Venture Partner, Armory Square Ventures)
  • Brian Kovack (CEO, Kovack Securities)
  • Brandon Krieg (Co-CEO, Stash Financial)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Ron Kruszewski (CEO, Stifel Financial Corporation)
  • Stephen Kump (President, Donor Advised Funds, Foundation Source)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Max Lane (CEO, Flourish)
  • Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
  • John Langston (CEO, Republic Capital Group)
  • Marvin Larbi-Yeboa (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Mike Lecours (Co-Founder, fpPathfinder)
  • Tom Lee (Co-President, Parametric Portfolio Associates)
  • Nate Lenz (CEO, Concurrent)
  • Vickie Lewin (Chief Growth Officer, Amplify Technology)
  • Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • Rafael Loureiro (CEO, Wealth.Com)
  • 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)
  • Daniel Magliocco (Partner, Patricof Company)
  • Lou Maiuri (CEO, AssetMark Financial Holdings)
  • Manish Malhotra (CEO, Income Discovery)
  • Hasan Malik (Chief Strategy Officer, Edward Jones & Company)
  • Peter Mallouk (CEO, Creative Planning)
  • Tom Manning (CEO, FL Putnam Investment Management Company)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Jeff Marsden (Chief Product Officer, PureFacts Financial Solutions)
  • Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
  • Suma Mathew (President, Paanini Foundation)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Brian McDonald (Managing Director, Direct & Institutional Businesses, Morgan Stanley)
  • Kate McKinley (Chief Legal Officer, Allspring Global Investments)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Runik Mehrotra (President, Vise Technologies)
  • Doris Meister (CEO, Cove Hollow Advisors)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Jerry Michael (President, Smartleaf)
  • Larry Miles (CEO, Choreo Advisors)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Chris Momsen (CEO, Summa Financial Technology)
  • John Moninger (Business Head, United States Distribution, Allspring Global Investments)
  • Colin Motley (Managing Director, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Eli Nagler (Senior Managing Director, Private Equity, The Blackstone Group)
  • Cheryl Nash (President, APL InvestCloud)
  • Michael Nathanson (CEO, Focus Financial Partners)
  • Charlie Nelson (CEO, Nelson Advisory Services)
  • Rob Nelson (CEO, NorthRock Partners)
  • Joe Nestlerode (Partner, Alpha FMC)
  • Liz Nesvold (Chairman, Emigrant Partners)
  • George Nichols (CEO, The American College)
  • Mark Nitzberg (Executive Director, Center for Human-Compatible Artificial Intelligence, University of California at Berkeley)
  • Bill Nook (Managing Director, Moelis & Company)
  • Mike Norman (President, Galliard Capital Management)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Bob Oros (CEO, Hightower Holding)
  • Siddhartha Oza (Co-CEO, SoraFinance)
  • Anton Padmasiri (CEO, WealthOS)
  • Matt Pallai (Chief Investment Officer, Nomura Capital Management)
  • Russell Parker (Chief Strategy Officer, RetireOne)
  • Stuart Parker (CEO, PGIM Investments)
  • Darshan Patel (Chief Financial Officer, Facet)
  • Mark Patricof (CEO, Patricof Company)
  • David Peacock (CEO, Messick, Peacock, & Associates)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Gary Pforzheimer (President, Planned Giving, Foundation Source)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • John Plansky (Business Head, State Street Alpha)
  • Alex Potts (President Emeritus, Buckingham Strategic Partners)
  • Christina Quinn (Managing Director, Enterprise RIA, BlackRock)
  • Jason Quinn (Chief Operating Officer, Advisor360)
  • Steve Quinn (Business Head, Asset Management, Fundstrat Capital)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Larry Raffone (Chairman, Edelman Financial Engines)
  • Kian Rafia (Chief Investment Officer, Vestwell Advisors)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Sumit Rajpal (CEO, GrowthCurve Capital)
  • Max Rakhlin (Managing Director, Lightyear Capital)
  • 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)
  • Adam Rein (CEO, CapShift)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Satricia Rice (Senior Managing Director, Private Client Group, Clearstead Advisors)
  • Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
  • Tom Rieman (CEO, Practice Intel)
  • 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)
  • Dave Robinson (Excutive Vice President, Strategic Relationship Management, SMArtX Advisory Soluitons)
  • James Rockwood (CEO, CapIntel)
  • Tony Rodrigues (Partner, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Gary Roth (Co-CEO, Modern Wealth Management)
  • Tricia Rothschild (Operating Partner, Advent International)
  • Jason Rowley (Chief of Staff, Amplify Technology)
  • April Rudin (CEO, The Rudin Group)
  • Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
  • Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
  • Daniel Satchkov (President, RiXtrema)
  • Eric Satz (CEO, Alto Solutions)
  • Damian Scavo (CEO, Streetbeat)
  • Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
  • Todd Schell (Managing Director, Warburg Pincus)
  • Michael Schnitman (Senior Managing Director, SLC Management)
  • Dave Schrohe (Partner, Convergency Partners)
  • 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)
  • Jay Shah (CEO, Edelman Financial Engines)
  • Sneha Shah (Executive Vice President, New Business Ventures, SEI Investments Company)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • John Sharpe (President, Wing Financial)
  • Jack Sharry (Managing Director, SEI Investments Company)
  • Larry Shumbres (CEO, Archive Intel)
  • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
  • Brad Siegert (Partner, Ardea Partners)
  • Madeleine Sinclair (Managing Director, North American Distribution, Private Wealth, Blue Owl Capital)
  • 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)
  • Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
  • Jenny Souza (CEO, Emigrant Partners)
  • Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
  • Shannon Spotswood (CEO, RFG Advisory)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Robert Stark (CEO, Nomura Capital Management)
  • 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 (CEO, Lido Advisors)
  • Dave Stone (CEO, RetireOne)
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Wilbur Swan (CEO, Catchlight)
  • Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
  • Steve Swain (Partner, Centana Growth Partners)
  • John Taft (Vice Chairman, Baird)
  • Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
  • Darren Tedesco (President, Advisor360)
  • Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
  • Eric Thomes (CEO, Allianz Life Financial Services)
  • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
  • Adriana Tullman (Managing Partner, Peak Altitude Partners)
  • Paul Uhlman (President, Federated Securities Corporation)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Officer, Orion Portfolio Solutions)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Laura Varas (CEO, Hearts & Wallets)
  • Samir Vasavada (CEO, Vise Technologies)
  • Swati Verma (Chief Commercial Officer, State Street Alpha)
  • Scott Victoria (Chief Operating Officer, TradePMR)
  • GV Vincent (Senior Partner, Deloitte Consulting)
  • Chad Virgin (Managing Director, Business Development, Allianz Life Ventures)
  • Kapin Vora (President, Digital Wealth, InvestCloud)
  • Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Corey Walther (President, Allianz Life Financial Services)
  • Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
  • Mike Watson (Business Head, Axos Advisor Services)
  • Molly Weiss (President, Wealth Management Platform, Envestnet)
  • Jason Wenk (CEO, Altruist)
  • Scott White (CEO, FMG Suite)
  • Jim Wiandt (Partner, Stack Ventures)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Spencer Williams (CEO, Retirement Clearinghouse)
  • Sean Wing (CEO, Wing Financial)
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Zofia Wright (Partner, Sierra Investment Management)
  • Jeff Yabuki (CEO, InvestCloud)
  • Helen Yang (CEO, Andes Risk)
  • Marwa Zakharia (CEO, AssetBook)
  • Vadim Zlotnikov (President, Fidelity Institutional)
  • Ross Znavor (President, Vise Technologies)
   
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