Tiburon CEO Summits


Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLIX will be held October 27-29, 2025 at the Boston InterContinental Hotel in Boston, MA. Please click here to review the tentative meeting agenda and here to view the Tiburon member attendee list for this upcoming Tiburon CEO Summit.

Tiburon CEO Summit XLVIII was held April 28-30, 2025 at the Boston InterContinental Hotel in Boston, MA; please click here to read about this hugely successful Tiburon CEO Summit and the preceding Tiburon CEO Summits as well.

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses. Tiburon's CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through fireside chats, Tiburon Talks (akin to TED Talks), CEO panel discussions, & CEO roundtable sessions. Fireside chats are wide ranging conversations between current and prior Tiburon CEO Summit award recipients and Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. Panel discussions are structured to solicit alternative views from four CEOs each and/or from various industry players, including consumers, financial advisors, gatekeepers, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & others. CEO roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.

The Tiburon CEO Summits have become a hot ticket for industry executives. There is no cost to attend beyond one's travel & lodging expenses. Attendance is by invitation only; all attendees are ongoing Tiburon members.

Tiburon CEO Summit XLIX: October 27-29, 2025

Tiburon CEO Summit XLIX will be held October 27-29, 2025 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit XLIX will begin with a welcome reception on Monday, October 27, 2025, at 5:00pm at the Boston InterContinental Hotel, Boston, MA, continue with the core meeting agenda at 7:45am on Tuesday, October 28, 2025, including a group dinner that night, and will finish at 1:00pm on Wednesday, October 29, 2025. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XLVIII will include speakers Jim Abbott (Partner, Business Transactions Group, Seward & Kissel); Jon Beatty (Business Head, Schwab Advisor Services); Shlomo Benartzi (Professor, Behavioral Decision Making, UCLA Anderson School of Management); David Callanan (CEO, AE Wealth Management); Jason Carver (Managing Partner, Pure Financial Advisors); Tom Chard (CEO, North America, FNZ Group); Jean Chatzky (CEO, HerMoney Media); Steve Chen (CEO, NewRetirement (DBA Boldin)); Rob Contreras (Co-President, Kovitz Investment Group); Matt Cooper (President, Beacon Pointe Advisors); Jon Dauphine (CEO, Foundation for Financial Planning); Matt Deitch (Vice Chairman, Commonwealth Financial Network); Dave DeVoe (Managing Partner, DeVoe & Company); Mike Durbin (CEO, Cetera Holdings); Ric Edelman (CEO, Digital Assets Council of Financial Professionals); Tash Elwyn (President, Private Client Group, Raymond James Financial); Dan Fannon (Managing Director, Research, Jefferies); Bill Frayer (Managing Director, Kelso & Company); Lacy Garcia (CEO, Willow); Ryan Gilbert (Founder, Launchpad Capital); Sherrie Grabot (CEO, GuidedChoice); Christian Haigh (CEO, Compound Planning); Margaret Hartigan (CEO, Marstone); Karl Heckenberg (CEO, Constellation Wealth Capital); Rob Heyvaert (Managing Partner, Motive Partners); Ryan Hicke (CEO, SEI Investments Company); Vince Hockett (President, XY Planning Network); Mike Hollander (Managing Director, GTCR); Adam Holt (CEO, Asset-Map Holdings); Samir Kaji (CEO, Allocate); Aaron Klein (Founder, Nitrogen); Brendan Lake (CEO, PPB Advisors); Paul Lussow (CEO, TIFIN Give); Tobin McDaniel (President, NinjaTrader); Fielding Miller (CEO, CAPTRUST); Michael Milstein (Partner, New York Private Bank & Trust Company); Alan Moore (CEO, AdvicePay); Eric Poirier (CEO, Addepar); Max Rakhlin (Managing Director, Lightyear Capital); Daniel Satchkov (President, RiXtrema); Ken Schapiro (CEO, Condor Capital Wealth Management); Dan Seivert (CEO, Echelon Partners); Yelena Shkolnik (Partner, Jump Capital); Jenny Souza (CEO, Emigrant Partners); Jenny Spradling (CEO, FreeWill); John Taft (Vice Chairman, Baird); Scott White (CEO, FMG Suite); Mike Woods (President, World Investment Advisors); Dean Zayed (CEO, Brookstone Capital Management); & others. Tiburon CEO Summit XLVIII will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVIII: April 28-30, 2025

Tiburon CEO Summit XLVIII was held April 28-30, 2025 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit XLVIII officially started at 7:45am on Tuesday, April 29, 2025, included a group dinner that night, and finished at 1:00pm on Wednesday, April 30, 2025. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XLVIII included speakers Joe Amato (President, Neuberger Berman Group); Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments); Heather Bellini (President, InvestCloud); Dave Blair (CEO, Ridgeline); Michael Blaugrund (CEO, DriveWealth Holdings); Mike Blundin (President, Vestmark); Tim Bonacci (CEO, Luma Financial Technologies); Vaughn Bowman (CEO, MML Investors Services, MassMutual); Brent Brodeski (CEO, Savant Capital); Dale Brown (CEO, Financial Services Institute (FSI)); Mark Casady (Partner, Vestigo Ventures); Bob Clare (CEO, FiSpoke); Scott David (CEO, Fiduciary Services Group); Jeff Dekko (CEO, Wealth Enhancement Group); Kerim Derhalli (CEO, Invstr); Jim Dickson (CEO, Elevation Point); Dan Doonan (Executive Director, National Institute on Retirement Security); Ric Edelman (CEO, Digital Assets Council of Financial Professionals); Ryan Eisenman (CEO, Arch); John Euart (Partner, McKinsey & Company); Shannon Eusey (CEO, Beacon Pointe Advisors); Rafay Farooqui (CEO, SUBSCRIBE); Steven Feldman (CEO, GBI); Mark Friedenthal (CEO, Tolerisk); John Furey (Managing Partner, Advisor Growth Strategies); Praveen Ghanta (CEO, Fraction.Work); Nick Good (President, Ascensus); Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors); Lori Hardwick (Senior Strategic Advisor, Genstar Capital); Robbie Heeger (CEO, Endaoment); Eric Housman (President, Fifth Third Wealth Advisors); Era Jain (CEO, Zeplyn.ai); Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO)); Atul Kamra (Managing Partner, SixThirty Ventures); Brendan King (CEO, Wavvest); Michael Kopelman (Venture Partner, Armory Square Ventures); Brian Kovack (CEO, Kovack Securities); Brandon Krieg (Co-CEO, Stash Financial); Mike Lecours (Co-Founder, fpPathfinder); Tom Lee (Co-President, Parametric Portfolio Associates); Nate Lenz (CEO, Concurrent); Sam Lewis (CEO, Fruitful); Rafael Loureiro (CEO, Wealth.Com); Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company); Jud Mackrill (Co-Founder, Milemarker); Hasan Malik (Chief Strategy Officer, Edward Jones); Peter Mallouk (CEO, Creative Planning); Kurt Miscinski (CEO, Cerity Partners); Chris Momsen (CEO, Summa Financial Technology); Colin Motley (Managing Director, Bain Capital Private Equity); Michael Nathanson (CEO, Focus Financial Partners); George Nichols (CEO, The American College); Mike Norman (President, Galliard Capital Management); Anton Padmasiri (CEO, WealthOS); Stuart Parker (CEO, PGIM Investments); Mark Patricof (CEO, Patricof Company); Gary Pforzheimer (President, Planned Giving, Foundation Source); John Plansky (Business Head, State Street Wealth Services); Lisa Roberts (Business Head, Wealth Management, Wilmington Trust); Robert Roberts (Managing Director, New Mountain Capital); Damian Scavo (CEO, Streetbeat); Craig Schedler (Managing Director, Northwestern Mutual Future Ventures); Jean-Roch Sibille (CEO, Allianz Investment Management United States); Ken Stern (President, Lido Advisors); Dave Stone (CEO, RetireOne); Joe Sullivan (CEO, Allspring Global Investments); Chris Todd (CEO, Envestnet); Paul Uhlman (President, Federated Securities Corporation); Pete VanDeventer (Managing Director, The Goldman Sachs Group); Laura Varas (CEO, Hearts & Wallets); GV Vincent (Senior Partner, Deloitte Consulting); Jason Wenk (CEO, Altruist); Spencer Williams (CEO, Retirement Clearinghouse); Sean Wing (CEO, Wing Financial); Dan Zitting (CEO, Nitrogen); Ross Znavor (President, Vise Technologies); & others. Tiburon CEO Summit XLVIII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVIII Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLVIII Keynote Presentation focused on United States of America Wealth Management (& WealthTech) Key Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image below. If you need a Tiburon username & password, please contact Sarah Sage.


Tiburon CEO Summit XLVIII: Photographs

Tiburon engages the services of a professional photographer to record the events and capture the spirit of the Tiburon CEO Summits for the benefit of Tiburon members. All Tiburon CEO Summit members and journalists are welcome to view, download, and share these images across traditional and social media.


Please click here to view the photo gallery from Tiburon CEO Summit XLVIII.


Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XLIX: October 27-29, 2025 in Boston, MA
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      • Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
      • Jon Beatty (Business Head, Schwab Advisor Services)
      • Shlomo Benartzi (Professor, Behavioral Decision Making, UCLA Anderson School of Management)
      • David Callanan (CEO, AE Wealth Management)
      • Jason Carver (Managing Partner, Pure Financial Advisors)
      • Tom Chard (CEO, North America, FNZ Group)
      • Jean Chatzky (CEO, HerMoney Media)
      • Steve Chen (CEO, NewRetirement (DBA Boldin))
      • Rob Contreras (Co-President, Kovitz Investment Group)
      • Matt Cooper (President, Beacon Pointe Advisors)
      • Jon Dauphine (CEO, Foundation for Financial Planning)
      • Matt Deitch (Vice Chairman, Commonwealth Financial Network)
      • Dave DeVoe (Managing Partner, DeVoe & Company)
      • Mike Durbin (CEO, Cetera Holdings)
      • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
      • Tash Elwyn (President, Private Client Group, Raymond James Financial)
      • Dan Fannon (Managing Director, Research, Jefferies)
      • Bill Frayer (Managing Director, Kelso & Company)
      • Lacy Garcia (CEO, Willow)
      • Ryan Gilbert (Founder, Launchpad Capital)
      • Sherrie Grabot (CEO, GuidedChoice)
      • Christian Haigh (CEO, Compound Planning)
      • Margaret Hartigan (CEO, Marstone)
      • Karl Heckenberg (CEO, Constellation Wealth Capital)
      • Rob Heyvaert (Managing Partner, Motive Partners)
      • Ryan Hicke (CEO, SEI Investments Company)
      • Vince Hockett (President, XY Planning Network)
      • Mike Hollander (Managing Director, GTCR)
      • Adam Holt (CEO, Asset-Map Holdings)
      • Samir Kaji (CEO, Allocate)
      • Aaron Klein (Founder, Nitrogen)
      • Brendan Lake (CEO, PPB Advisors)
      • Paul Lussow (CEO, TIFIN Give)
      • Tobin McDaniel (President, NinjaTrader)
      • Fielding Miller (CEO, CAPTRUST)
      • Michael Milstein (Partner, New York Private Bank & Trust Company)
      • Alan Moore (CEO, AdvicePay)
      • Eric Poirier (CEO, Addepar)
      • Max Rakhlin (Managing Director, Lightyear Capital)
      • Daniel Satchkov (President, RiXtrema)
      • Ken Schapiro (CEO, Condor Capital Wealth Management)
      • Dan Seivert (CEO, Echelon Partners)
      • Yelena Shkolnik (Partner, Jump Capital)
      • Jenny Souza (CEO, Emigrant Partners)
      • Jenny Spradling (CEO, FreeWill)
      • John Taft (Vice Chairman, Baird)
      • Scott White (CEO, FMG Suite)
      • Mike Woods (President, World Investment Advisors)
      • Dean Zayed (CEO, Brookstone Capital Management)
  • Tiburon CEO Summit L: April 20-22, 2026 in New York, NY
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      • Sarah Levy (CEO, Betterment)
      • Justin Miller (Partner, Financial Services & FinTech, Bain & Company)
      • James Poer (CEO, Kestra Financial)
      • Keith Taylor (Managing Director, The Cynosure Group)
      • Bob Veres (Publisher, Inside Information)
  • Tiburon CEO Summit LI: October 19-21, 2026 in Chicago, IL
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Tiburon CEO Summit LII: April 12-15, 2027 in New York, NY
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Tiburon CEO Summit LIII: October 25-27, 2027 in Chicago, IL
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)


© 2025 Tiburon Strategic Advisors