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 XXXVII Confirmed Attendee List

Tiburon is pleased to announce that the following 231 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XXXVII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Matt Ahern (Managing Principal, Knightsbridge Advisors)
  • Rob Anderson (Partner, FTV Capital)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Ted Angus (General Counsel, AssetMark)
  • Adam Antoniades (President, Cetera Financial Group)
  • Mike Apker (Executive Vice President, Envestnet)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
  • Dan Arnold (CEO, LPL Financial Holdings)
  • Jim Ashton (Partner, Newspring Capital)
  • Barrett Ayers (President, Adhesion Wealth Solutions)
  • Kylee Beach (General Counsel, Orion Advisor Solutions)
  • Ryan Beach (President, Orion Advisor Solutions)
  • Patrick Beaudan (CEO, Emotomy)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Lee Beck (Managing Partner, Kudu Investment Management)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • Michael Bell (CEO, Global Financial Private Capital (GFPC))
  • Cat Berman (CEO, CNote)
  • Marc Blouin (Chief Financial Officer, Envestnet Yodlee)
  • Brad Boekestein (Executive Vice President, Allworth Financial)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Ben Brigeman (CEO, Cetera Financial Group)
  • Matt Brown (CEO, CAIS Group)
  • Brad Burgess (Chief Technical Officer, Orion Tech)
  • Roy Burns (Managing Director, TA Associates)
  • Kevin Byrne (CEO, Pacific Global Asset Management)
  • Bruce Cameron (Co-CEO, Berkshire Global Advisors)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Mike Carter (CEO, BizEquity)
  • Alex Chalekian (CEO, Lake Avenue Financial)
  • Jean-Marc Chapus (Managing Partner, Crescent Capital Group)
  • Hamesh Chawla (Chief Product Officer, Financial Engines)
  • Matt Chisholm (Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions)
  • Peter Cieszko (Business Head, Strategic Development Americas, American Century Investments)
  • Bernie Clark (Executive Vice President, Advisor Services, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • John Clendening (CEO, Blucora)
  • Crystal Clifford (Chief Operating Officer, Avantax Wealth Management)
  • Alan Clopine (CEO, Pure Financial Advisors)
  • Celine Colgan (Business Head, North American Institutional Business, Matthews International Capital Management)
  • Randy Conner (President, Churchill Management Group)
  • Chris Crawford (Chief Operating Officer, CAIS Group)
  • Todd Crockett (Managing Director, TA Associates)
  • Mike Curcio (Chief Brokerage Officer, E*Trade Financial)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Pam Cytron (CEO, Pendo Systems)
  • Peter deBoer (CEO, CFRA Research)
  • Robert DeChellis (CEO, Bonsai Personal Pensions)
  • Tony DeChellis (CEO, Boston Private Financial Holdings)
  • Mike Deggelman (Partner, Deggelman Parker Group)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Stuart DePina (CEO, Envestnet Data & Analytics)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Jim Dickson (CEO, Sanctuary Wealth Services)
  • Susan Dickson (Chief Operating Officer, Private Ocean)
  • Will Dolan (CEO, Financeware)
  • Sonya Dreizler (CEO, Solutions with Sonya)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ken Dychtwald (CEO, Age Wave)
  • Jason Early (Chief Revenue Officer, BizEquity)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Justin Ferri (Chairman, Buckingham Strategic Wealth)
  • Ken Fisher (Executive Chairman, Fisher Investments)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Greg Friedman (CEO, Private Ocean)
  • Jon Frojen (Chief Financial Officer, United Capital Financial Advisers)
  • Terry Gaines (Chief Business Development Officer, First Rate)
  • Adi Garg (Chief Technology Officer, Allworth Financial)
  • Praveen Ghanta (CEO, HiddenLevers)
  • Gregg Giaquinto (Executive Vice President, City National Rochdale)
  • Mat Gleason (CEO, FBL Marketing Services)
  • Mark Goldberg (CEO, Griffin Capital Securities)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Bomy Hagopian (Co-Business Head, Real Estate, Berkshire Global Advisors)
  • Dave Hanley (CEO, Tomorrow)
  • Carrie Hansen (President, Mutual Funds, AssetMark)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Neesha Hathi (Chief Digital Officer, The Charles Schwab Corporation)
  • Neil Hennessy (Chairman, Hennessy Advisors)
  • Bob Herrmann (CEO, Discovery Data)
  • Mark Hoffman (CEO, LifeYield)
  • Anton Honikman (CEO, MyVest Corporation)
  • Dan Houston (CEO, Principal Financial Group)
  • Chris Hufman (Chief Operating Officer, FacetWealth)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Anders Jones (CEO, Facet Wealth)
  • Chris Jones (Chief Investment Officer, Financial Engines)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kerins (CEO, RobustWealth)
  • Rob Klapprodt (Corporate Strategy Officer, Vestmark)
  • David Knoch (President, 1st Global Capital Corporation)
  • Andrew Korn (Partner, Sageview Capital)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (President, Orion Tech)
  • Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
  • John Largent (Chief Investment Strategist, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Chief Innovation Officer, CAIS Group)
  • Andrew Lewis (Executive Vice President, Business Development & Partnerships, InvestCloud)
  • Andrew Lill (Chief Investment Officer, Americas, Morningstar Investment Management)
  • Jay Lipman (President, Ethic)
  • John Longley (President, Western Region, Boston Private Financial Holdings)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada, Fidelity Investments)
  • Jud Mackrill (Chief Marketing Officer, Carson Group)
  • Manish Malhotra (CEO, Income Discovery)
  • Brooks Marston (Chief Revenue Officer, The Pacific Financial Group)
  • Mike Martin (Managing Director, Financial Services Group, Warburg Pincus)
  • Chris McClain (President, Ridgeline)
  • George McCuen (President, Napa Wealth Management)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
  • Ed McGill (Partner, McGill Junge Wealth Management)
  • 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)
  • John Michel (CEO, CircleBlack)
  • Jon Miller (Chief Technology Officer, Hearts & Wallets)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Christian Mitchell (President, Northwestern Mutual Wealth Management Company)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • David Mrazik (Managing Partner, Merchant Investment Management)
  • Mark Nerud (CEO, Jackson National Asset Management)
  • Jason Nicholls (Chief Data Officer, InvestCloud)
  • Terry Nilsen (President, Hennessy Advisors)
  • Cameron Nordholm (CEO, Gainfully)
  • Chris Oddy (Chief Financial Officer, Allworth Financial)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Gerard O’Reilly (Co-CEO, Dimensional Fund Advisors)
  • Bob Oros (CEO, HighTower)
  • Bill Parsons (Executive Vice President, Analytics & Global Product Solutions, Envestnet Yodlee)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Ethan Penner (Managing Partner, Mosaic Real Estate Investors)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • John Phillips (Executive Vice President, Bank & Broker/Dealer Sales, Fidelity Custody & Clearing Solutions)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Eric Poirier (CEO, Addepar)
  • Alex Potts (Chairman, BAM Advisor Services)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Dean Rager (President, Geneos RIA)
  • Al-Noor Ramji (Chief Digital Officer, Prudential PLC)
  • Mario Ramos (Chief Financial Officer, Edelman Financial Engines)
  • Lisa Rapuano (Chief Financial Officer, Facet Wealth)
  • Joanna Rees (Managing Partner, West)
  • Matt Regan (President, Wealthcare)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • James Rhodes (Chief Technology Officer, Morningstar)
  • Marco Riedl (Chief Product Officer, CAIS Group)
  • Rachel Robasciotti (CEO, Robasciotti & Philipson)
  • Noni Robinson (Business Head, Bank & Institutional Channel, Financial Advisor Services, The Vanguard Group)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Tony Rochte (Executive Vice President, Institutional Investment & Technology Solutions and FundsNetwork, Fidelity Investments)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Ann Rosevear (President, Dunham Trust Company)
  • Brian Ross (CEO, FIX Flyer)
  • Andrew Rudd (CEO, Advisor Software)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Nick Scalzo (Co-CEO, The Pacific Financial Group)
  • Aaron Schaben (Co-President, Carson Group)
  • Karen Schaeffer (President, Schaeffer Financial)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Marc Schechter (Senior Managing Partner, Schechter Wealth Management)
  • Eram Schlegel (Chief Product Officer, CFRA Research)
  • Megan Schmit (Executive Vice President, InvestCloud)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Michelle Seitz (CEO, Russell Investments)
  • Mike Sha (CEO, SigFig)
  • Tim Shannon (President, CAIS Group)
  • Jack Sharry (Chief Marketing Officer, LifeYield)
  • Sterling Shea (Business Head, Global Wealth & Asset Management, Dow Jones & Company)
  • Teri Shepherd (Co-President, Carson Group)
  • Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Paul Stamas (Managing Director, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest Corporation)
  • Andrew Stavaridis (Executive Managing Director, Enterprise & Advisor Sales, Envestnet)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • Rich Steinmeier (President, Business Development, LPL Financial)
  • Dave Stone (CEO, RetireOne)
  • Scott Strait (Chief Technology Officer, RetireOne)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Scott Stuart (Managing Partner, Sageview Capital)
  • Chris Sugden (Managing Partner, Financial Technology, Edison Partners)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Wes Thompson (CEO, M Financial Group)
  • Allen Thorpe (Partner, Hellman & Friedman)
  • Alex Trianine (Chief Revenue Officer, FIX Flyer)
  • Don Trone (CEO, 3ethos)
  • Don Truesdale (CEO, Ardea Partners)
  • Raj Udeshi (Founder, HiddenLevers)
  • Jason VanDeLoo (Chief Marketing Officer, Edelman Financial Engines)
  • Jeannine Vanian (Chief Operating Officer, Kayne, Anderson, & Rudnick Investment Management)
  • Rusty Vanneman (President, CLS Investments)
  • Laura Varas (CEO, Hearts & Wallets)
  • Enrique Vasquez (President, Avantax Wealth Management)
  • Brad Walker (Senior Managing Director, Alternative Investments, CAIS Group)
  • Corey Walther (President, Allianz Life Financial Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Steve Warren (Co-Founder, MyVest Corporation)
  • Ben Webster (CEO, Owl Analytics)
  • Elliot Weissbluth (Chairman, HighTower)
  • Dave Welling (CEO, Mercer Advisors)
  • Tim Whiting (Chief Marketing Officer, Investments & Wealth Institute (IMCA))
  • Craig Wietz (President, First Rate)
  • Matt Wilson (President, E*Trade Advisor Services)
  • Bill Wostoupal (Chief of Strategic Relationships, Orion Advisor Solutions)
  • Hussain Zaidi (CEO, Advizr)
  • Chris Zuczek (Chief Product Officer, Discovery Data)
  • Michael Zuna (Chief Marketing Officer, Cetera Financial Group)
  • Gary Zyla (Chief Financial Officer, AssetMark)