Tiburon CEO Summit XLVIII: April 28-30, 2025

Tiburon CEO Summit XLVIII will be held April 28-30, 2025 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit XLVIII will begin with a welcome reception on Monday, April 28, 2025, at 5:00pm at the Boston InterContinental Hotel, Boston, MA, continue with the core meeting agenda at 7:45am on Tuesday, April 29, 2025, including a group dinner that night, and will finish at 1:00pm on Wednesday, April 30, 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 Joe Amato (President, Neuberger Berman Group); Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments); Dave Blair (CEO, Ridgeline); Michael Blaugrund (CEO, DriveWealth Holdings); Mike Blundin (President, Vestmark); Tim Bonacci (CEO, Luma Financial Technologies); Vaughn Bowman (Business Head, Wealth Management, Mass Mutual Financial Group); Brent Brodeski (CEO, Savant Capital); Dale Brown (CEO, Financial Services Institute (FSI)); Mark Casady (Partner, Vestigo Ventures); Bob Clare (CEO, FiSpoke); Jeff Dekko (CEO, Wealth Enhancement Group); Jim Dickson (CEO, Elevation Point); Ric Edelman (CEO, Digital Assets Council of Financial Professionals); Ryan Eisenman (CEO, Arch); Shannon Eusey (CEO, Beacon Pointe Advisors); Rafay Farooqui (CEO, SUBSCRIBE); Steven Feldman (CEO, GBI); John Furey (Managing Partner, Advisor Growth Strategies); Dan Fuss (Vice Chairman, Loomis, Sayles, & Company); Praveen Ghanta (CEO, Fraction.Work); Nick Good (President, Ascensus); Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors); Christian Haigh (CEO, Compound Planning); Lori Hardwick (Senior Strategic Advisor, Genstar Capital); Margaret Hartigan (CEO, Marstone); Karl Heckenberg (CEO, Constellation Wealth Capital); Eric Housman (President, Fifth Third Wealth Advisors); Era Jain (CEO, Zeplyn.ai); Jenny Johnson (CEO, Franklin Resources); Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO)); Atul Kamra (Managing Partner, SixThirty Ventures); Brendan King (CEO, Wavvest); Aaron Klein (Founder, Nitrogen); Michael Kopelman (Venture Partner, Armory Square Ventures); Brian Kovack (CEO, Kovack Securities); Brandon Krieg (Co-CEO, Stash Financial); Ron Kruszewski (CEO, Stifel Financial Corporation); Mike Lecours (Co-Founder, fpPathfinder); Tom Lee (Co-President, Parametric Portfolio Associates); Nate Lenz (CEO, Concurrent); Rafael Loureiro (CEO, Wealth.Com); Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company); Jud Mackrill (Co-Founder, Milemarker); Peter Mallouk (CEO, Creative Planning); Brian McDonald (Managing Director, Direct & Institutional Businesses, Morgan Stanley); 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 Alpha); Lisa Roberts (Business Head, Wealth Management, Wilmington Trust); Robert Roberts (Managing Director, New Mountain Capital); Daniel Satchkov (President, RiXtrema); Damian Scavo (CEO, Streetbeat); Craig Schedler (Managing Director, Northwestern Mutual Future Ventures); Jean-Roch Sibille (CEO, Allianz Investment Management United States); Ken Stern (CEO, Lido Advisors); Dave Stone (CEO, RetireOne); Joe Sullivan (CEO, Allspring Global Investments); John Taft (Vice Chairman, Baird); Paul Uhlman (President, Federated Securities Corporation); Laura Varas (CEO, Hearts & Wallets); GV Vincent (Senior Partner, Deloitte Consulting); Spencer Williams (CEO, Retirement Clearinghouse); Sean Wing (CEO, Wing Financial); Marwa Zakharia (CEO, AssetBook); Ross Znavor (President, Vise Technologies); & 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 XLVII: October 28-30, 2024

Tiburon CEO Summit XLVII was held October 28-30, 2024 at the Four Seasons San Francisco Hotel, San Francisco, CA. Tiburon CEO Summit XLVII officially started at 7:45am on Tuesday, October 29, 2024, included a group dinner that night, and finished at 1:00pm on Wednesday, October 30, 2024. 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 XLVII included speakers Cody Barbo (CEO, Trust & Will); David Benskin (CEO, Wealth Access); Patrick Berry (Partner, Flyover Capital); Cynthia Bessette (Business Head, Digital Asset Management, Fidelity Investments); Matt Boersen (Chairman, Certified Financial Planner Board of Standards (CFP Board)); Caleb Brown (CEO, New Planner Recruiting); Zach Buchwald (CEO, Russell Investments); John Bunch (CEO, Allworth Financial); Lawrence Calcano (CEO, iCapital); Meg Carpenter (CEO, FiComm Partners); Michael Carvin (CEO, SmartAsset); Alessandro Chesser (CEO, Dynasty); Mike Cklamovski (President, Northern California, Wealth Management, Northern Trust); Susie Cranston (President, Cresset Capital Management); Ryan Diachok (CEO, Geneos Wealth Management); Jason Eiswerth (CEO, Canoe Intelligence); Colin Falls (CEO, GeoWealth Management); Mike Fanning (CEO, Advisor360); Alex Farman-Farmaian (Co-Founder, Compound Planning); John Faustino (Business Head, Retirement Products, Broadridge Financial Solutions); Gary Gallagher (President, Fidelity Institutional Wealth Advisor); Andres Garcia-Amaya (CEO, Zoe Financial); Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines); Vlad Golyk (Partner, McKinsey & Company); Alex Goss (Co-CEO, NewEdge Advisors); Daniel Gourvitch (President, Mercer Advisors); Tom Haught (CEO, Sequoia Financial Group); Jamie Hopkins (CEO, Bryn Mawr Capital Management); Anders Jones (CEO, Facet); Will Kangas (Partner, Financial Services, PwC Strategy&); Catherine Keating (CEO, BNY Mellon Wealth Management); Rick Kent (CEO, Merit Financial Advisors); Michael Konialian (CEO, Modern Life); Stephen Kump (CEO, Charityvest); John Langston (CEO, Republic Capital Group); Ran Leshem (Co-Business Head, Aperio Group); Cynthia Lo Bessette (Business Head, Digital Asset Management, Fidelity Investments); Akhil Lodha (CEO, StratiFi Technologies); Randy Long (Chairman, SageView Advisory Group); Rebecca Lynn (Partner, Canvas Ventures); Scott MacKenzie (President, Canadian Brokerage, Fidelity Investments); Lou Maiuri (CEO, AssetMark Financial Holdings); Ritik Malhotra (CEO, Savvy Wealth); Jade Mandel (Managing Director, Goldman Sachs Venture Capital & Growth Equity); Patrick McKenna (Executive Chairman, Facet); Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup); Mohan Naidu (CEO, Alphathena); Ryan O'Connor (CEO, Global X ETFs); Bob Oros (CEO, Hightower Holding); Neil Pardasani (Senior Partner, Boston Consulting Group); Yon Perullo (CEO, RiXtrema); Govinda Quish (Business Head, Wealth Management Product, MSCI); Eduardo Repetto (Chief Investment Officer, Avantis Investors); Larry Restieri (Business Head, Goldman Sachs Ayco); Alex Robinson (CEO, Juniper Square); Collin Roche (Co-CEO, GTCR); Graham Rose (Senior Partner, Financial Investors Practice, Americas, Bain & Company); April Rudin (CEO, The Rudin Group); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Andrew Salesky (Managing Director, Stock Plan Services & Workplace Financial Services Digital, The Charles Schwab Corporation); Mike Sha (CEO, SigFig); Sneha Shah (Business Head, New Business Ventures, SEI Investments Company); Michael Sidgmore (Partner, Broadhaven Ventures); Jon Stein (CEO, Warmer); Bill Stone (CEO, SS&C Technologies Holdings); Wilbur Swan (CEO, Catchlight); Gene Todd (President, Regional Markets, Fiduciary Trust Company International); Jennifer Valdez (President, Americas, Intelliflo); Molly Weiss (President, Wealth Management Platform, Envestnet); Tarah Williams (President, Prospera Financial Services); Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley); Mike Wunderli (Managing Director, Echelon Partners); Jeff Yabuki (CEO, InvestCloud); Yoav Zurel (CEO, Pontera Solutions); & others. Tiburon CEO Summit XLVII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVII Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLVII Keynote Presentation focused on United States of America Wealth & Investment 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 XLVII: 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 XLVII.

Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

• Tiburon CEO Summit XLVIII: April 28-30, 2025 in Boston, MA
  • Speakers confirmed:
    • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      
    • Joe Amato (President, Neuberger Berman Group)
      
    • Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
      
    • Dave Blair (CEO, Ridgeline)
      
    • Michael Blaugrund (CEO, DriveWealth Holdings)
      
    • Mike Blundin (President, Vestmark)
      
    • Tim Bonacci (CEO, Luma Financial Technologies)
      
    • Vaughn Bowman (Business Head, Wealth Management, Mass Mutual Financial Group)
      
    • Brent Brodeski (CEO, Savant Capital)
      
    • Dale Brown (CEO, Financial Services Institute (FSI))
      
    • Mark Casady (Partner, Vestigo Ventures)
      
    • Bob Clare (CEO, FiSpoke)
      
    • Jeff Dekko (CEO, Wealth Enhancement Group)
      
    • Jim Dickson (CEO, Elevation Point)
      
    • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
      
    • Ryan Eisenman (CEO, Arch)
      
    • Shannon Eusey (CEO, Beacon Pointe Advisors)
      
    • Rafay Farooqui (CEO, SUBSCRIBE)
      
    • Steven Feldman (CEO, GBI)
      
    • John Furey (Managing Partner, Advisor Growth Strategies)
      
    • Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
      
    • Praveen Ghanta (CEO, Fraction.Work)
      
    • Nick Good (President, Ascensus)
      
    • Rich Grant (Partner, Cerity Partners Ventures)
      
    • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
      
    • Christian Haigh (CEO, Compound Planning)
      
    • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
      
    • Margaret Hartigan (CEO, Marstone)
      
    • Karl Heckenberg (CEO, Constellation Wealth Capital)
      
    • Eric Housman (President, Fifth Third Wealth Advisors)
      
    • Era Jain (CEO, Zeplyn.ai)
      
    • Jenny Johnson (CEO, Franklin Resources)
      
    • Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
      
    • Atul Kamra (Managing Partner, SixThirty Ventures)
      
    • Brendan King (CEO, Wavvest)
      
    • Aaron Klein (Founder, Nitrogen)
      
    • Michael Kopelman (Venture Partner, Armory Square Ventures)
      
    • Brian Kovack (CEO, Kovack Securities)
      
    • Brandon Krieg (Co-CEO, Stash Financial)
      
    • Ron Kruszewski (CEO, Stifel Financial Corporation)
      
    • Mike Lecours (Co-Founder, fpPathfinder)
      
    • Tom Lee (Co-President, Parametric Portfolio Associates)
      
    • Nate Lenz (CEO, Concurrent)
      
    • Rafael Loureiro (CEO, Wealth.Com)
      
    • Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company)
      
    • Jud Mackrill (Co-Founder, Milemarker)
      
    • Peter Mallouk (CEO, Creative Planning)
      
    • Brian McDonald (Managing Director, Direct & Institutional Businesses, Morgan Stanley)
      
    • 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 Alpha)
      
    • Lisa Roberts (Business Head, Wealth Management, Wilmington Trust)
      
    • Robert Roberts (Managing Director, New Mountain Capital)
      
    • Daniel Satchkov (President, RiXtrema)
      
    • Damian Scavo (CEO, Streetbeat)
      
    • Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
      
    • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
      
    • Ken Stern (CEO, Lido Advisors)
      
    • Dave Stone (CEO, RetireOne)
      
    • Joe Sullivan (CEO, Allspring Global Investments)
      
    • John Taft (Vice Chairman, Baird)
      
    • Paul Uhlman (President, Federated Securities Corporation)
      
    • Laura Varas (CEO, Hearts & Wallets)
      
    • GV Vincent (Senior Partner, Deloitte Consulting)
      
    • Spencer Williams (CEO, Retirement Clearinghouse)
      
    • Sean Wing (CEO, Wing Financial)
      
    • Marwa Zakharia (CEO, AssetBook)
      
    • Ross Znavor (President, Vise Technologies)
      
• Tiburon CEO Summit XLIX: October 27-29, 2025 in Chicago, IL
  • Speakers confirmed:
    • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      
    • Jon Beatty (Business Head, Schwab Advisor Services)
      
    • David Callanan (CEO, AE Wealth Management)
      
    • Jason Carver (Managing Partner, Pure Financial Advisors)
      
    • Steve Chen (CEO, NewRetirement (DBA Boldin))
      
    • Rob Contreras (Co-President, Kovitz Investment Group)
      
    • Matt Cooper (President, Beacon Pointe Advisors)
      
    • Mike Durbin (CEO, Cetera Holdings)
      
    • Tash Elwyn (President, Private Client Group, Raymond James Financial)
      
    • Lacy Garcia (CEO, Willow)
      
    • Ryan Hicke (CEO, SEI Investments Company)
      
    • Brendan Lake (CEO, PPB Advisors)
      
    • Paul Lussow (CEO, TIFIN Give)
      
    • Tobin McDaniel (President, NinjaTrader)
      
    • Justin Miller (Partner, Financial Services & FinTech, Bain & Company)
      
    • Alan Moore (CEO, XY Planning Network)
      
    • James Poer (CEO, Kestra Financial)
      
    • Eric Poirier (CEO, Addepar)
      
    • Max Rakhlin (Managing Director, Lightyear Capital)
      
    • Ken Schapiro (CEO, Condor Capital Wealth Management)
      
    • Dan Seivert (CEO, Echelon Partners)
      
    • Jenny Souza (CEO, Emigrant Partners)
      
    • Scott White (CEO, FMG Suite)
      
    • Mike Woods (President, World Investment Advisors)
      
• Tiburon CEO Summit L: April 20-22, 2026 in New York, NY
  • Speakers confirmed:
    • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      
• Tiburon CEO Summit LI: October 26-28, 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)