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 XLVI Confirmed Attendee List

Tiburon is pleased to announce that the following 380 Tiburon members have already confirmed their attendance for Tiburon CEO Summit XLVI:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • David Abbott (President, Cambridge International Partners)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
  • Rudy Adolf (Co-CEO, E-3 Tech and Former CEO, Focus Financial Partners)
  • Rohit Agarwal (Co-CEO, SoraFinance)
  • Omar Aguilar (CEO, Charles Schwab Investment Management)
  • Amar Ahluwalia (CEO, OneVest)
  • Chris Aitkens (Chief Sales Officer, FMG Suite)
  • Charles Almond (CEO, TaxStatus)
  • Rich Aneser (Chief Strategy Officer, Envestnet)
  • Haig Ariyan (CEO, Arax Investment Partners)
  • Madalyn Armijo (Chief Operating Officer, Dispatch)
  • Carolyn Armitage (CEO, Carolyn Armitage Consulting)
  • Steve Atkinson (Managing Director, Admired Leadership)
  • Craig Avery (Business Head, RIA Custody Services, Wells Fargo & Company)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Swati Bairathi (Chief Product Officer, 55ip)
  • 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)
  • Jason Barsema (President, Halo Investing)
  • Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
  • Noreen Beaman (Vice Chairman, Orion Advisor Solutions)
  • Brent Beardsley (Principal, Advisor Solutions, The Vanguard Group)
  • Guy Beaudoin (Managing Director, Northeast Regional Market, The Charles Schwab Corporation)
  • Nick Beim (Partner, Venrock)
  • Michael Bell (CEO, Meketa Capital)
  • Michael Benedek (President, LifeYield)
  • Jeff Benfield (Executive Managing Director, Advisory Solutions & Technology, SEI Investments Company)
  • Harshendu Bindal (Managing Director, Digital Strategy & Wealth Management, Franklin Templeton Investments)
  • Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
  • Adam Blumberg (Co-Founder, Interaxis)
  • Mike Blundin (President, Vestmark)
  • Mike Boese (CEO, Hearsay Systems)
  • James Bogart (CEO, Bogart Wealth)
  • Dave Bordeau (Managing Director, Berkshire Partners)
  • Matt Bosrock (Chairman, CloudVisor Wealth)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Jim Brown (Managing Partner, Long Ridge Equity Partners)
  • Matt Brown (CEO, CAIS)
  • Reggie Browne (Principal, GTS Securities)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • Kate Burke (President, Allspring Global Investments)
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (CEO, Finley Point Strategy)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Nick Cayer (Managing Director, Great Hill Partners)
  • Andrew Cedar (Partner, Long Ridge Equity Partners)
  • Jim Celico (CEO, Adaptive Distribution Group)
  • Joseph Chalom (Business Head, Strategic Ecosystem Partnerships, BlackRock)
  • Kevin Charleston (CEO, Loomis, Sayles, & Company)
  • Grace Chen (CEO, UpMarket)
  • Steve Chen (CEO, NewRetirement)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Steven Chubak (Managing Director, Wolfe Research)
  • Roman Ciosek (Partner, Hightower Westchester)
  • Bob Clare (CEO, FiSpoke)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Harry Clark (Executive Chairman, Clark Capital Management Group)
  • Dan Clifton (Partner, Strategas Research Partners)
  • Alan Clopine (Executive Chairman, Pure Financial Advisors)
  • Jim Collins (Chief Operating Officer, Republic Capital Group)
  • Scott Colyer (CEO, Advisors Asset Management)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Ziv Conen (Partner, New Era Capital Partners)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Tom Corra (Partner, Convergency Partners)
  • Connor Coughlin (Chief Commercial Officer, Apex FinTech Solutions)
  • Anya Coverman (CEO, Institute for Portfolio Alternatives (IPA))
  • Martin Cowley (Chief Product Officer, LifeYield)
  • Rob Crnkovic (Chief Revenue Officer, CapIntel)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Scott Curtis (President, Private Client Group, Raymond James Financial)
  • Jeff Cusack (President, RetireOne)
  • Pam Cytron (President, The Founders Arena)
  • Pete Czerepak (Senior Partner, Global Wealth & Asset Management, Boston Consulting Group)
  • Lou D'Addario (Chief Revenue Officer, Foundation Source)
  • Ned Dane (Chief Growth Officer, AdvisorEngine)
  • Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
  • Travis Danysh (Managing Director, Mergers & Acquisitions, Focus Financial Partners)
  • Dana D'Auria (President, Envestnet Solutions)
  • Cat Davies (CEO, Innovayte)
  • Kevin Dolsen (Chief Distribution Officer, Polen Capital Management)
  • Abby Domine (Chief Marketing Officer, Flourish)
  • Tobias Donath (Managing Director, Strategy & Go to Market, Fidelity Institutional)
  • Bryan Dori (CEO, Archer IMS)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Niya Dragova (CEO, Candor)
  • Chad Druvenga (CEO, CBS Brokerage)
  • Danya Dumbrill Early (Chief Strategy Officer, Vestwell Holdings)
  • Mike Durbin (CEO, Cetera Holdings)
  • Gerard du Toit (Senior Partner, Bain & Company)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
  • Paul Emery (Partner, Altas Partners)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Mark Evans (CEO, Conquest Planning)
  • Travis Fairchild (Managing Director, Investment Strategy, Vise Technologies)
  • Mike Fanning (Board Member, Advsior360)
  • Alex Farman-Farmaian (Chief Revenue Officer, Compound Planning)
  • Michael Finke (Professor, Wealth Management, The American College of Financial Services)
  • Markus Fischer (Business Head, Strategic Business Development, The Vanguard Group)
  • Brian Fitzgerald (CEO, CloudVisor Wealth)
  • Matt Fleissig (CEO, Pathstone)
  • Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
  • Michael Freudenstein (Partner, PJT Partners)
  • Don Friedman (President, Digital Assets Council of Financial Professionals (DACFP))
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Teddy Fusaro (President, Bitwise Asset Management)
  • Sal Gagliano (CEO, TIFIN AMP)
  • Gary Gallagher (Business Head, Wealth Advisory and Portfolio Solutions, Fidelity Institutional)
  • Daniel Gamba (President, Northern Trust Asset Management)
  • Lacy Garcia (CEO, Willow)
  • Steve Gaven (Chief Growth Officer, SageView Advisory Group)
  • Troy Gayesi (Chief Market Strategist, FS Investments)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Mark Gessner (Senior Managing Director, United States Retail, Alliance Bernstein)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Jack Ginter (CEO, Callan Family Office)
  • Charles Goldman (Executive Chairman, Orion Advisor Solutions)
  • Aaron Gordon (President, Hornor, Townsend, & Kent)
  • Matt Goulet (Business Head, Asset Manager Services, Fidelity Investments)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Jason Gurandiano (Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Brad Haag (Executive Vice President, Asset Manager Solutions, SMArtX Advisory Solutions)
  • Christian Haigh (CEO, Compound Planning)
  • Carrie Hansen (Chief Operating Officer, AssetMark Financial Holdings)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
  • Paul Hatch (CEO, Vestria Capital)
  • Mike Hemmert (Chief Revenue Officer, Asset-Map Holdings)
  • Ray Hennessey (CEO, Vocatus)
  • Sheryl Hickerson (President, Females & Finance)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • Cor Hoekstra (Chief Revenue Officer, TIFIN Wealth)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Mike Hollander (Managing Director, GTCR)
  • Anton Honikman (CEO, MyVest)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Rick Hough (CEO, Silvercrest Asset Management Group)
  • Steve Houston (Managing Director, Enterprise Solutions, iCapital Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Marc Irizarry (Partner, Republic Capital Group)
  • Craig Iskowitz (CEO, Ezra Group)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Adrian Johnstone (CEO, Practifi)
  • Shruti Joshi (President, Facet)
  • Ross Junge (Partner, McGill Junge Wealth Management)
  • Kunal Kapoor (CEO, Morningstar)
  • Erik Karanik (Managing Director, Independent Solutions, Wells Fargo Advisors)
  • David Karr (Chairman, Equitable Advisors)
  • Andrew Keiper (Business Head, Intermediary Platform Distribution, Dimensional Fund Advisors)
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Bill Kelly (CEO, Chartered Alternative Investment Analyst Association (CAIA Association))
  • Rick Kent (CEO, Merit Financial Advisors)
  • Tanya Kerrigan (General Counsel, Eaglebrook Advisors)
  • Rajeev Khurana (Chief Legal Officer, Apex FinTech Solutions)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Tom Kimberly (Chief Product & Technology Officer, Edelman Financial Engines)
  • Chris King (CEO, Eaglebrook Advisors)
  • Rob Kirk (CEO, InterGen Data)
  • Eric Kittner (CEO, Moneta Group Investment Advisors)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Blake Kleinman (Partner, Hellman & Friedman)
  • Brad Knapp (President, Clearstead Advisors)
  • Ari Koban (Business Head, Vise Aggregators, Vise Technologies)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Randy Lambert (Executive Vice President, Technology Operations, Orion Advisor Solutions)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Mike LaMena (CEO, Wealthspire Advisors)
  • Max Lane (CEO, Flourish)
  • Michael Lane (Business Head, Enterprise, United States Wealth Advisory, BlackRock)
  • John Langston (CEO, Republic Capital Group)
  • Jed Laskowitz (Business Head, Asset Management Solutions, JP Morgan Asset & Wealth Management)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Maurice Leger (Managing Director, Global Distribution, Loomis, Sayles, & Company)
  • Frieda Lewis (Chief Commercial Diversity Officer, Broadridge Financial Solutions)
  • Ron Lieber (Columnist, Your Money, The New York Times Company)
  • Julie Littlechild (CEO, Absolute Engagement)
  • Stephanie Lo (Chief Revenue Officer, NDVR)
  • Alex Long (Managing Director, Enterprise Sales, Pontera Solutions)
  • John Longley (CEO, SageView Advisory Group)
  • Chris Loveless (President, O'Shaughnessy Asset Management)
  • Jane Ma (Managing Director, Moelis & Company)
  • Jud Mackrill (CEO, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Doug Magnolia (Chief Revenue Officer, Vestwell Holdings)
  • Jaime Magyera (Co-Business Head, United States Wealth Business, BlackRock)
  • Rohit Mahna (Business Head, Client Growth, Fidelity Institutional Wealth Management Services)
  • Manish Malhotra (CEO, Income Discovery)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Taylor Matthews (CEO, Farther)
  • Alisa Maute (Executive Vice President, Wealth Management Solutions, LPL Financial Holdings)
  • Max Maxworthy (Co-Business Head, Technology Investment Banking, DA Davidson & Company)
  • Ali McCarthy (CEO, Amplify Your Voice)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Natalie McIntyre (Business Head, Technology Services, Alpha FMC)
  • Brian McLaughlin (CEO, Orion Advisor Technology)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Kevin McVeigh (Managing Director, Global Research, UBS Securities)
  • Kevin Meagher (Deputy General Counsel, Fidelity Investments)
  • Doris Meister (CEO, Wilmington Trust)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Erik Merkau (Managing Director, Client Strategy & Execution, Edelman Financial Engines)
  • Jerry Michael (President, Smartleaf)
  • Jeff Miller (Managing Partner, Convergency Partners)
  • Stan Milovancev (President, CBIZ Investment Advisory Services)
  • Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
  • Patrick Moeller (CEO, Entrustody)
  • Brian Moran (CEO, FLX Networks)
  • Colin Motley (Managing Director, Technology, Media, & Telecom Vertical, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Terry Mullen (Chief Revenue Officer, Windrose Advisors)
  • David Musto (CEO, Ascensus)
  • Eli Nagler (Senior Managing Director, Private Equity, The Blackstone Group)
  • Mohan Naidu (CEO, Alphathena)
  • Vinay Nair (CEO, The TIFIN Group)
  • Rob Nance (CEO, Dispatch)
  • Rich Napolitano (CEO, Advisor360)
  • Cheryl Nash (Chief Customer Executive, InvestCloud)
  • Daniel Needham (President, Morningstar Investment Management)
  • Charlie Nelson (CEO, Nelson Advisory Services)
  • Liz Nesvold (Chairman, Emigrant Partners)
  • Peter Nesvold (Partner, Republic Capital Group)
  • Matt Newman (Chief Revenue Officer, Hearsay Systems)
  • Darby Nielson (Chief Investment Officer, Fidelity Institutional Wealth Services)
  • Andrew Nigrelli (President, TIFIN AI)
  • Peter Nolan (Managing Director, Strategic Partnerships, Pontera Solutions)
  • Trevor Norton (Business Head, RIA and Family Office, Fidelity Institutional Wealth Management Services)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Michael O'Reilly (President, Fidelity Digital Assets)
  • Pete Ort (Managing Director, Product Development, FS Investments)
  • Patrick O'Shaughnessy (Managing Director, Capital Markets, Raymond James Financial)
  • Siddhartha Oza (CEO, SoraFinance)
  • Matt Pallai (Chief Investment Officer, Nomura Capital Management)
  • Darshan Patel (Chief Financial Officer, Facet)
  • Colby Penzone (Business Head, FundsNetwork and Fidelity Institutional Product & Consulting, Fidelity Investments)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Gary Pforzheimer (President, Planned Giving, Foundation Source)
  • Al Pierce (Managing Director, Corporate Development and Mergers & Acquisitions, SEI Investments Company)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • Michael Pinsker (President, Docupace Technologies)
  • Jed Plafker (Executive Vice President, Global Alliances & New Business Strategies, Franklin Templeton Investments)
  • John Plansky (Executive Vice President, Alpha & Corporate Strategy, State Street Corporation)
  • Alex Potts (President Emeritus, Buckingham Strategic Partners)
  • Arvind Purushotham (Business Head, Citi Ventures)
  • Jason Quinn (Chief Financial Officer, Advisor360)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Larry Raffone (Chairman, Edelman Financial Engines)
  • Mario Ramos (CEO, RWA Wealth Partners)
  • Ganesh Rao (Managing Director, Thomas Lee Partners)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Michael Reed (Partner, Republic Capital Group)
  • Patrick Reed (CEO, YourStake.Org)
  • Matt Regan (President, Wealthcare Capital Management)
  • Shannon Reid (President, Independent Contractors Division, Raymond James Financial)
  • Charles Reiling (Chief Risk Officer, TradePMR)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Tom Rieman (CEO, Practice Intel)
  • Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • Chip Robie (Chief Operating Officer, Eagle Capital Management)
  • Dave Robinson (Executive Vice President, Strategic Relationship Management, SmartX Advisory Soluitons)
  • James Rockwood (CEO, CapIntel)
  • Tony Rodrigues (Partner, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Sharon Rodriguez (CEO, High Peak)
  • Karl Roessner (CEO, Vestmark)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Trish Rothschild (CEO, Oehme Rothschild)
  • April Rudin (CEO, The Rudin Group)
  • Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
  • Tuppy Russo (Managing Director, Client Infrastructure Services, Alliance Bernstein)
  • Paul Saganey (CEO, Integrated Partners)
  • Abby Salameh (Chief Growth Officer, RFG Advisory)
  • Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
  • Ash Sawhney (President, North America, Insurance Solutions, Ebix)
  • David Schamis (Founding Partner, Atlas Merchant Capital)
  • Michael Schnitman (Senior Managing Director, SLC Management)
  • Dave Schrohe (Partner, Convergency Partners)
  • Joe Schultz (Chief Client Officer, American Century Investments)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Jeff Schwantz (Chief Revenue Officer, Advisor360)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Robert Seber (Partner, Vinson & Elkins)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Alex Serman (Managing Director, Wealth & Institutional, First Rate)
  • Sachin Shah (Chief Operating Officer, 55ip)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Chris Shutler (Managing Director, Strategic Development & Market Intelligence, Envestnet)
  • Brad Siegert (Partner, Ardea Partners)
  • Michael Simon (CEO, NDVR)
  • Christine Simone (CEO, Caribou)
  • Tom Sipp (Executive Vice President, Business Lines, Envestnet)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Ken Sleeper (Managing Director, Sierra Investment Management)
  • Glen Smith (CEO, GDS Wealth Management)
  • Marshall Smith (Managing Director, First Rate Ventures, First Rate)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Robert Sofia (CEO, Snappy Kraken)
  • Mitch Spector (Partner, FinTech, Berkshire Global Advisors)
  • Shannon Spotswood (President, RFG Advisory)
  • Marc Squires (Business Head, Wealth & Brokerage Platforms, Fidelity Institutional)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Peter Stanton (Founder, Advisor Credit Exchange)
  • Robert Stark (CEO, Nomura Capital Management)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Joe Stensland (CEO, BridgeFT)
  • Brian Stern (Partner, Growth Equity, Declaration Partners)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Connor Stewart (Partner, MoonTower)
  • Dave Stone (CEO, First Rate)
  • Dave Stone (CEO, RetireOne)
  • Matt Streisfeld (Partner, Oak HC/FT)
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Mike Sullivan (Chief Growth Officer, OneDigital)
  • Steve Swain (Partner, Centana Growth Partners)
  • Wilbur Swan (CEO, Catchlight)
  • John Sweeney (President, Alpha TrAI)
  • John Taft (Vice Chairman, Baird)
  • George Tamer (Business Head, Sales, Apex FinTech Solutions)
  • Darren Tedesco (President, Advisor360)
  • Brett Tejpaul (Business Head, Institutional, Coinbase Global)
  • Eric Thomes (CEO, Allianz Life Financial Srevices)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • John Tyers (Business Head, Independent Advisor Group, Wells Fargo Advisors)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Russell Valdez (Managing Partner, MoonTower)
  • Kara Valentine (Managing Director, High Net Worth & Registered Investment Advisor (RIA) Marketing Strategy, The Rudin Group)
  • Ryan VanGorder (CEO, Opto Investments)
  • Bill VanLaw (CEO, WVL Group)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Samir Vasavada (CEO, Vise Technologies)
  • Chad Virgin (Managing Director, Business Development, Allianz Life Ventures)
  • Kapin Vora (Chief Client Success Officer, InvestCloud)
  • Michael Vossler (Chief Revenue Officer, Docupace Technologies)
  • Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Brad Walker (Chief Client & Product Development Officer, CAIS)
  • Corey Walther (President, Allianz Life Financial Services)
  • Steven Wang (CEO, dub)
  • Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
  • Matt Watson (CEO, Origin Financial)
  • John Weitzer (Chief Investment Officer, First Command Financial Services)
  • Scott White (CEO, FMG Suite)
  • Tim White (Chief Partnership Officer, Wealth.Com)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • J. Womack (Business Head, Investment Solutions, SEI Investments Company)
  • Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company)
  • Nicole Zheng (Chief Marketing Officer, Pontera Solutions)
  • Vadim Zlotnikov (President, Fidelity Institutional)
  • Thierry Zuppinger (Chief Operating Officer, PureFacts Financial Solutions)
  • Yoav Zurel (CEO, Pontera Solutions)
   
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