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 clients. Tiburon invites the top 0.7% of its corporate clients' executives. Tiburon verifies 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 very detailed attendee rules which can be reviewed here.

Tiburon CEO Summit XXXVII
Confirmed Attendee List

Tiburon is pleased to announce that the following 74 Tiburon clients 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)
  • Rob Anderson (Partner, FTV Capital)
  • Adam Antoniades (President, Cetera Financial Group)
  • Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
  • Noreen Beaman (CEO, Brinker Capital)
  • Michael Bell (CEO, Global Financial Private Capital (GFPC))
  • Matt Brown (CEO, CAIS Group)
  • Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
  • Mike Capelle (Chief Platform Officer, United Capital Financial Partners)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Mike Carter (CEO, BizEquity)
  • John Clendening (CEO, Blucora)
  • Eric Colson (CEO, Artisan Partners)
  • Randy Conner (President, Churchill Management Group)
  • Todd Crockett (Managing Director, TA Associates)
  • Tony DeChellis (CEO, Boston Private Financial Holdings)
  • Stuart DePina (CEO, Envestnet Data & Analytics)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Susan Duvall-Dickson (Chief Operating Officer, Private Ocean)
  • Ken Dychtwald (CEO, Age Wave)
  • Jason Early (Chief Revenue Officer, BizEquity)
  • Ric Edelman (Executive Chairman, Investor Education, Edelman Financial Engines)
  • Ken Fisher (Executive Chairman, Fisher Investments)
  • Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Greg Friedman (CEO, Private Ocean)
  • Jon Frojen (Chief Financial Officer, United Capital Financial Partners)
  • Mark Goldberg (CEO, Griffin Capital Securities)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Bomy Hagopian (Partner, Berkshire Global Advisors)
  • Carrie Hansen (President, Mutual Funds, AssetMark)
  • Neil Hennessy (Chairman, Hennessy Advisors)
  • Bob Herrmann (CEO, Discovery Data)
  • Anton Honikman (CEO, MyVest Corporation)
  • Anders Jones (CEO, Facet Wealth)
  • Kunal Kapoor (CEO, Morningstar)
  • Carl Katerndahl (Senior Executive Vice President, Global Retail, Nuveen Investments)
  • 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)
  • Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Executive Vice President, Business Development & Partnerships, InvestCloud)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • Gerard O’Reilly (Co-CEO, Dimensional Fund Advisors)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Kevin Rafferty (CEO, Financeware)
  • Matt Regan (President, Wealthcare)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Brian Ross (CEO, FIX Flyer)
  • Andrew Rudd (CEO, Advisor Software)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Chuck Schwab (Chairman, The Charles Schwab Corporation)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Sterling Shea (Business Head, Global Wealth & Asset Management, Dow Jones & Company)
  • Bryce Skaff (Business Head, United States Financial Advisor Services, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Paul Stamas (Managing Director, General Atlantic)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • Tony Stich (Chief Operating Officer, Advicent Solutions)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Marie Swift (CEO, Impact Communications)
  • Rusty Vanneman (President, CLS Investments)
  • Corey Walther (Business Head, Business Development & Relationship Management, Allianz Life Financial Services)
  • Elliot Weissbluth (Chairman, HighTower)
  • Craig Wietz (President, First Rate)