Prior Tiburon CEO Summits (2018-2019)

Tiburon has held 37 prior CEO Summits, with the first Tiburon CEO Summit taking place in 2001. Details of Tiburon CEO Summits XXXVI, XXXV, & XXXIV are included below; for details of other Tiburon CEO Summits, please click here: Most Recent, (2018-2019), 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

Tiburon CEO Summit XXXVI: April 1-3, 2019

Tiburon CEO Summit XXXVI was held April 1-3, 2019, at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXVI officially started at 7:45am on Tuesday, April 2, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, April 3, 2019. 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 XXXVI included speakers Walt Bettinger (CEO, The Charles Schwab Corporation); Dave Barton (Vice Chairman, Mercer Advisors); Adam Birenbaum (CEO, Buckingham Family of Financial Services); Tom Bradley (CEO, Tom Bradley Advisors); Ron Carson (CEO, Carson Wealth Management Group); Brendan Clark (CEO, Clark Capital Management Group); Bill Crager (CEO, Envestnet Wealth); Gayle Crowell (Senior Advisor, Warburg Pincus); Scott Curtis (President, Raymond James Financial Services); Nate Dalton (CEO, Affiliated Managers Group (AMG)); Bruno del Ama (Former CEO, Global X); Harry Dent (Founder, Dent Research); Jim Dowd (CEO, North Capital Private Securities); Tad Edwards (CEO, Benjamin Edwards & Company); Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg); Kim Fleming (CEO, Hefren-Tillotson); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Scott Hanson (Co-CEO, Allworth Financial); Lori Hardwick (President, Advisor Innovation Labs); Salene Hitchcock-Gear (President, Prudential Individual Life Insurance); Tim Hockey (CEO, TD Ameritrade); Hunter Horsley (CEO, Bitwise Asset Management); Sheena Iyengar (Professor, Columbia Business School); Ramya Joseph (CEO, Pefin); Brandon Krieg (CEO & Co-Founder, STASH); Kevin Mahn (President, Hennion & Walsh Asset Management); Bridget McNamara-Fenesy (CEO, M Holdings Securities); Jan Molino (CEO, Aspire Ascend); Jim Nagengast (CEO, Securities America); Sandra Nesbit (Managing Partner, GFS Private Wealth Advisors); Steve Piaker (Partner, Napier Park Financial Partners); Alison Reyes (Partner, 1843 Capital); Karl Roessner (CEO, E*Trade Financial Corporation); Mark Rodrigues (Partner, Illuminate Financial Management); Kristi Ross (Co-CEO, tastytrade); Knut Rostad (President, The Institute for the Fiduciary Standard); Charlie Ruffel (Chairman, Kudu Investment Management); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Systems); Andy Stewart (Founding Partner, Motive Partners); Ram Subramaniam (President, Fidelity Brokerage Services); Raj Udeshi (Founder, HiddenLevers); James Waldinger (CEO, Artivest); Elliot Weissbluth (Chairman, HighTower); Craig Wietz (President, First Rate); Ed Yardeni (President, Yardeni Research); Al Zdenek (Execuitve Vice President, Mercer Advisors); & others. Tiburon CEO Summit XXXVI also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXVI Keynote Presentation

Chip Roame's Tiburon CEO Summit XXXVI Keynote Presentation focused on The Top Seven Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity. The full presentation can be viewed here:

Tiburon CEO Summit XXXVI: Attendee Videos

Tiburon CEO Summit XXXVI videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.

Elliot Weissbluth of HighTower Holding Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Dave Barton of Mercer Advisors Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Lori Hardwick of Advisor Innovation Labs Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Babu Sivadasan of Envestnet Retirement Solutions Interviewed at Tiburon CEO Summit XXXVI in New York in April 2019

Adam Birenbaum of Buckingham Wealth Partners Interviewed at Tiburon CEO Summit XXXVI in New York in April 2019

Cheryl Nash of Fiserv Investment Services Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

David Lyon of Oranj Interviewed at Tiburon CEO Summit
XXXVI in New York in April 2019

Sandra Nesbit of Mainsail Capital Group Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Ron Carson of Carson Group Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Ron Fiske of Apex Clearing Corporation Interviewed
at Tiburon CEO Summit XXXVI in New York in April 2019

Knut Rostad of The Institute for the Fiduciary Standard Interviewed at Tiburon CEO Summit XXXVI in New York in April 2019

Craig Wietz of First Rate Interviewed at Tiburon CEO
Summit XXXVI in New York in April 2019

Tiburon CEO Summit XXXVI: 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 sponsors, members, and journalists are welcome to view, download, and share these images across traditional and social media.

Click here to view photographs from Tiburon CEO Summit XXXVI.

Tiburon CEO Summit XXXVI: Attendee List

Tiburon is pleased to announce that the following 229 Tiburon members attended Tiburon CEO Summit XXXVI:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Alvi Abuaf (Partner, Motive Partners)
  • Adam Antoniades (President, Cetera Financial Group)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, NorthStar Financial Services Group)
  • Chad Arnold (Senior Managing Director, Direct Investor Services, TIAA)
  • Barrett Ayers (President, Adhesion Wealth Advisor Solutions)
  • Bob Bachman (Executive Vice President, Relationship Management, Fidelity Institutional Asset Management)
  • David Ballard (President, Docupace Technologies)
  • Dave Barton (Vice Chairman, Mercer Advisors)
  • Jon Baum (Executive Chairman, NorthStar Financial Services Group)
  • Ryan Beach (CEO, CLS Investments)
  • Brent Beardsley (Chief Strategy Officer, The Vanguard Group)
  • Michael Bell (CEO, Global Financial Private Capital (GFPC))
  • Tim Bello (Managing Partner, Merchant Investment Management)
  • Jud Bergman (CEO, Envestnet)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • Adam Birenbaum (CEO, Buckingham Family of Financial Services)
  • Scott Blandford (Chief Digital Officer, TIAA)
  • Michael Blundin (Executive Vice President, Client Delivery, Vestmark)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Tom Bradley (CEO, Tom Bradley Advisors)
  • Ben Brigeman (Strategic Advisor, Financial Services, Genstar Capital)
  • Jay Brown (Chief Compliance Officer, Boulay Financial Advisors)
  • Matt Brown (CEO, CAIS Group)
  • John Bunch (President, Edelman Financial Engines)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Roy Burns (Managing Director, TA Associates)
  • Don Calcagni (Chief Investment Officer, Mercer Advisors)
  • Caleb Callahan (President, ValMark Financial Group)
  • Bruce Cameron (Co-CEO, Berkshire Global Advisors)
  • Robbie Cannon (CEO, Horizon Investments)
  • David Canter (Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions, Fidelity Investments)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Danielle Carnett (Senior Managing Director, Global Strategic Relations, Independent Broker/Dealers & Registered Investment Advisors, Nuveen Investments)
  • Tim Carroll (CEO, New York Private Trust Company)
  • Ron Carson (CEO, Carson Wealth Management Group)
  • Mike Carter (CEO, BizEquity)
  • Joe Celentano (Executive Vice President, Retirement Solutions Division, Pacific Life Insurance Company)
  • Peter Cieszko (Business Head, Strategic Development, Americas, American Century Investments)
  • Michael Cichowski (Partner, Aquiline Technology Growth)
  • Carolyn Clancy (Executive Vice President, Broker/Dealer Segment, Fidelity Clearing & Custody Solutions)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Harry Clark (Executive Chairman, Clark Capital Management Group)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Alan Clopine (Co-CEO, Pure Financial Advisors)
  • Dan Concannon (Chief Revenue Officer, CFRA Research)
  • Randy Conner (President, Churchill Management Group)
  • Bill Crager (CEO, Envestnet Wealth)
  • John Crittenden (Chief Strategy Officer, Pefin)
  • Todd Crockett (Managing Director, TA Associates)
  • Gayle Crowell (Senior Advisor, Warburg Pincus)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Chris Curtis (Chief Financial Officer, Envestnet Enterprise, Envestnet)
  • Scott Curtis (President, Private Client Group, Raymond James Financial)
  • Nate Dalton (CEO, Affiliated Managers Group (AMG))
  • Bruno del Ama (Former CEO, Global X)
  • Harry Dent (Founder, Dent Research)
  • Stuart DePina (CEO, Envestnet Yodlee)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Mark Donohue (Chief Financial Officer, Vestmark)
  • Jim Dowd (CEO, North Capital Private Securities)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ric Edelman (Executive Chairman, Investor Education, Edelman Financial Engines)
  • Tad Edwards (CEO, Benjamin Edwards & Company)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Kim Fleming (CEO, Hefren-Tillotson)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Isabelle Friedheim (CEO, Open SeSaFi)
  • Zach Gast (Executive Vice President, Global Research, CFRA Research)
  • Praveen Ghanta (Co-Founder, HiddenLevers)
  • Charles Goldman (CEO, AssetMark)
  • Brett Goodman (Chief Communications Officer, E*Trade Financial Corporation)
  • Aaron Gordon (Business Head, Managed Accounts, Lincoln Financial Group)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Kyle Griswold (Partner, FTV Capital)
  • Lori Hardwick (President, Advisor Innovation Labs)
  • Karl Heckenberg (CEO, Fiduciary Network, emigrant Savings Bank, New York Private Bank & Trust Company)
  • John Heinen (Chief Technology Officer, Advicent Solutions)
  • Bob Herrmann (CEO, Discovery Data)
  • Salene Hitchcock-Gear (President, Prudential Individual Life Insurance)
  • Tim Hockey (CEO, TD Ameritrade Holding Corporation)
  • John Hoehn (Chief Product Officer, Ridgeline)
  • Anton Honikman (CEO, MyVest Corporation)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Sheena Iyengar (Professor, Business, Columbia Business School)
  • Anders Jones (CEO, Facet Wealth)
  • Ramya Joseph (CEO, Pefin)
  • Terri Kallsen (Executive Vice President, Schwab Investor Services, The Charles Schwab Corporation)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Chris Keller (Chief Information Officer, Benjamin Edwards & Company)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kelly (President, FS Investments)
  • Mike Kerins (CEO, RobustWealth)
  • Michael Kim (Chief Client Officer, AssetMark)
  • Rob Klapprodt (Corporate Strategy Officer, Vestmark)
  • Mark Klein (CEO, Professional Capital Services)
  • Dominic Knauf (Managing Partner, NorthRock Capital Partners)
  • David Knoch (President, 1st Global)
  • Brandon Krieg (CEO, Stash)
  • Matthias Kristol (Co-Business Head, FinTech, Wealth, & Asset Management, Financial Institutions Group, Investment Banking, JP Morgan)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (President, Orion Advisor Services)
  • 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
  • Jack Lynch (Chief Strategy Officer, Ridgeline)
  • David Lyon (CEO, Oranj) )
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Todd Mackay (Interim CEO, HD Vest Financial Services)
  • Steve Maginn (President, AIG Life & Retirement Distributors)
  • Kevin Mahn (President, Hennion & Walsh Asset Management)
  • Manish Malhotra (CEO, Income Discovery, Fiducioso)
  • Lee McAdoo (Chief of Staff, TD Ameritrade)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Phil McDowell (Chief Financial Officer, Fidelity Investments Canada)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Bridget McNamara-Fenesy (CEO, M Holdings Securities)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Eric Mogelof (Business Head, United States Global Wealth Management, PIMCO)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • Jan Molino (CEO, Aspire Ascend)
  • Ed Moore (Executive Vice President, Financial Planning Strategy, Edelman Financial Engines)
  • Bill Morrissey (CEO, Morrissey Strategic Consulting)
  • Alex Mostovoi (Chief Operating Officer, Wealth Management, Emigrant Bank)
  • Bob Mulcare (Managing Director, New Mountain Capital)
  • Jim Nagengast (CEO, Securities America)
  • Cheryl Nash (President, Fiserv Investment Services)
  • Sandra Nesbit (Managing Director, Mercer Advisors)
  • Paul Nobile (Chief Marketing Officer, Artivest)
  • Wendu Nwakanma (Executive Vice President, Strategic Sales, InvestCloud)
  • Athena Ole (Business Head, Private Funds, NASDAQ Private Markets)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (President, E*Trade Advisor Services)
  • Sal Papa (General Counsel, Buckingham Family of Companies)
  • Jim Patrick (Executive Vice President, Sales, Envestnet)
  • Angela Pecoraro (CEO, Advicent Solutions)
  • John Perugini (General Counsel, Millennium Trust Company)
  • Anthony Perkins (Chief Information Officer, Fiserv Investment Services)
  • John Phillips (Executive Vice President, Strategic & Global Sales, Fidelity Custody & Clearing Solutions, Fidelity Investments)
  • Steve Piaker (Partner, Napier Park Financial Partners)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Alex Potts (CEO, Loring Ward Group)
  • Randy Prager (Chief Technology Officer, FIX Flyer)
  • Marc Premselaar (Business Head, Capital Markets, CAIS Group)
  • Lowell Putnam (CEO, Quovo)
  • Kevin Rafferty (CEO, Financeware)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Dean Rager (President, Geneos RIA, Geneos Wealth Management)
  • Mario Ramos (Chief Financial Officer, Edelman Financial Engines)
  • Lisa Rapuano (Chief Financial Officer, Facet Wealth)
  • Reno Regalbuto (CEO, AdvisorTrust)
  • Matt Regan (President, Wealthcare)
  • Alison Reyes (Partner, 1843 Capital)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Tony Rochte (Executive Vice President, Institutional Investment & Technology Solutions and FundsNetwork, Fidelity Investments)
  • Mark Rodrigues (Partner, Illuminate Financial Management)
  • Karl Roessner (CEO, E*Trade Financial Corporation)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Brian Ross (CEO, FIX Flyer)
  • Kristi Ross (Co-CEO, tastytrade)
  • Knut Rostad (President, The Institute for the Fiduciary Standard)
  • Doug Rubenstein (Chief Operating Officer, Benjamin Edwards & Company)
  • Charlie Ruffel (Chairman, Kudu Investment Management)
  • Larry Rybka (Junior) (CEO, ValMark Financial Group)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Ben Sax (Partner, Kore Private Wealth)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Ken Schapiro (President, Condor Capital Management)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Tim Shannon (President, CAIS Group)
  • Sterling Shea (Associate Publisher, Advisory & Wealth Management Programs, Dow Jones Media Group, Dow Jones & Company)
  • Clara Shih (CEO, Hearsay Systems)
  • Tirdad Shojaie (Chief Strategy Officer, Fiserv Investment Services)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Jennie Sowers (Partner, Kore Private Wealth)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Marc Spilker (Executive Chairman, Merchant Investment Management)
  • Peter Spinelli (Business Head, Asset Management, Investment Banking, RBC Capital Markets)
  • Robert Stark (Senior Managing Director, Corporate Development, FS Investments)
  • Andrew Stavaridis (Executive Managing Director, Enterprise & Advisor Sales, Envestnet)
  • Letha Steffey (Chief Marketing Officer, Facet Wealth)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Andy Stewart (Founding Partner, Motive Partners)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Ram Subramaniam (President, Fidelity Brokerage Services)
  • Eric Sutherland President, PIMCO Investments)
  • Steve Swain (Partner, Centana Growth Partners)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Benjamin Thomason (Executive Vice President, Sales, Vestwell Holdings)
  • Allen Thorpe (Managing Director, Hellman & Friedman)
  • Raj Udeshi (Founder, Hidden Levers)
  • Rusty Vanneman (Chief Investment Officer, CLS Investments)
  • Laura Varas (CEO, Hearts & Wallets)
  • Karsten Voermann (Chief Financial Officer, Mercer Advisors)
  • James Waldinger (CEO, Artivest)
  • Brad Walker (Business Head, Alternative Investments, CAIS Group)
  • Mike Walliser (Chief Operating Officer, Condor Capital Management)
  • Sean Walters (CEO, Investments & Wealth Institute (IMCA))
  • Corey Walther (Business Head, Business Development & Relationship Management, Allianz Life Financial Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Elliot Weissbluth (Chairman, HighTower)
  • Craig Welch (CEO, Long Road Risk Management Services)
  • Dave Welling (CEO, Mercer Advisors)
  • Craig Wietz (President, First Rate)
  • Greg Willsey (Managing Partner, GFS Private Wealth, Mercer Advisors)
  • Natalie Wolfsen (Chief Solutions Officer, AssetMark)
  • Bill Wostoupal (President, Northern Lights Distributors)
  • John Yackel (Executive Managing Director, Institutional Business Development, Envestnet)
  • Ed Yardeni (President, Yardeni Research)
  • Al Zdenek (Execuitve Vice President, Mercer Advisors)
  • Mike Zebrowski (CEO, Advisor Innovation Labs)
  • Vadim Zlotnikov (President, Global Asset Allocation, Fidelity Investments)
  • Chris Zuczek (Chief Product Officer, Discovery Data)

Tiburon CEO Summit XXXV: October 8-10, 2018

Tiburon CEO Summit XXXV was held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXV officially started at 7:45am on Tuesday, October 9, 2018, included a group dinner that night, and finished at 2:00pm on Wednesday, October 10, 2018. 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 XXXV included speakers Mike Alfred (CEO, Digital Assets Data); David Benskin (CEO, Wealth Access); Dale Brown (CEO, Financial Services Institute (FSI)); Bruce Cameron (Co-CEO, Berkshire Global Advisors); Dean Cook (CEO, FTJ FundChoice); Joe Deitch (Chairman, Commonwealth Financial Network); Adam Durrett (Managing Director, Hellman & Friedman); Tash Elwyn (CEO, Raymond James & Associates); Dave Garff (President, Accuvest Global Advisors); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Barnaby Grist (Executive Chairman, RIA in a Box); Jason Grumet (CEO, Bipartisian Policy Center); Raphael Haas (CEO, Melting Point Solutions); Brian Hamburger (CEO, MarketCounsel); Scott Hanson (Co-CEO, Hanson McClain Group); Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation); Bob Herrmann (CEO, Discovery Data); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Heather Holmes (CEO, Genivity); Steve Janachowski (CEO, Brouwer & Janachowski); Aaron Klein (CEO, Riskalyze); David Knoch (President, 1st Global Capital Corporation); Tim Kochis (Former CEO, Aspiriant); Steve Lockshin (CEO, Advice Period); Stephanie Luedke (Global Head, Citi Investment Management); Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial); Pat McClain (Co-CEO, Hanson McClain Group); Kathryn Morrison (CEO, Sun Star Strategic); Rob Nail (CEO, Singularity University); Vinay Nair (Chairman, 55ip); Liz Nesvold (Managing Partner, Silver Lane Advisors); Nathana O'Brien-Sharma (Faculty, Singularity University); Will Quist (Partner, Slow Ventures); Kevin Rafferty (CEO, Financeware); Larry Raffone (CEO, Financial Engines Edelman); John Rome (Co-Founder, Intensity Analytics Corporation); Rich Rosenbaum (Partner, Aquiline Capital Partners); James Rowe (Managing Partner, Entoro Capital); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Tony Salewski (Managing Director, Genstar Capital); Ken Schapiro (CEO, BackEnd Benchmarking); Skip Schweiss (President, TD Ameritrade Trust Company); Dan Seivert (CEO, Echelon Partners); Jay Shah (CEO, Personal Capital Corporation); Tim Shannon (President, CAIS Group); Raghav Sharma (CEO, GuideVine); Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University); Jeff Stein (Managing Director, Warburg Pincus); Laura Varas (CEO, Hearts & Wallets); Hardeep Walia (CEO, Motif Investing); Cathy Weatherford (CEO, Insured Retirement Institute (IRI)); Craig Wietz (President, First Rate); & others. Tiburon CEO Summit XXXV also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXV: Attendee Videos

Tiburon CEO Summit XXXV videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.

Tiburon CEO Summit XXXV: 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 sponsors, members, and journalists are welcome to view, download, and share these images across traditional and social media.

Click here to view all photographs.

Tiburon CEO Summit XXXV: Attendee List

Tiburon is pleased to announce that the following 176 Tiburon members attended Tiburon CEO Summit XXXV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Blaine Aikin (Executive Chairman, fi360)
  • Shai Akabas (Director, Economic Policy, Bipartisan Policy Center)
  • Mike Alfred (CEO, Digital Assets Data)
  • Ted Angus (General Counsel, AssetMark)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Steve Atkinson (Executive Vice President, Advisor Relations, Loring Ward Group)
  • Jason Barg (Partner, Lovell Minnick Partners)
  • Dave Barton (Vice Chairman, Mercer Advisors)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • David Benskin (CEO, Wealth Access)
  • Jeff Brand (Managing Director, Silver Lane Advisors)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Kevin Byrne (CEO, Pacific Global Asset Management, Pacific Life Insurance Company)
  • Eric Byunn (Partner, Centana Growth Partners)
  • Bruce Cameron (Co-CEO, Berkshire Global Advisors)
  • Mike Capelle (Chief Platform Officer, United Capital Financial Partners)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Tim Carroll (CEO, New York Private Trust Company)
  • James Caulkins (Chief Revenue Officer, Docupace Technologies)
  • Jerry Chafkin (Chief Investment Officer, AssetMark)
  • Peter Cieszko (Chief Client Officer, Americas, American Century Investments)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Alan Clopine (Co-CEO, Pure Financial Advisors)
  • David Conover (CEO, EverBank Wealth Management)
  • Dean Cook (CEO, FTJ FundChoice)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Peter deBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange, Allianz Life Insurance Company of North)
  • Joe Deitch (Chairman, Commonwealth Financial Network)
  • Stuart DePina (President, Envestnet Tamarac)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ric Edelman (Chairman, Investor Education, Edelman Financial Services)
  • Tash Elwyn (CEO, Raymond James & Associates)
  • Pete Engelken (Chief Operating Officer, Hanson McClain Advisors)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Jon Frojen (Chief Financial Officer, United Capital Financial Partners)
  • Paul Gamble (CEO, 55ip)
  • Dave Garff (President, Accuvest Global Advisors)
  • Adi Garg (Chief Technology Officer, Hanson McClain Group)
  • Charles Goldman (CEO, AssetMark)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Barnaby Grist (Executive Chairman, RIA in a Box)
  • Jason Grumet (CEO, Bipartisan Policy Center)
  • Raphael Haas (CEO, Melting Point Solutions)
  • Scott Greenwald (Chief Operating Officer, Backend Benchmarking)
  • Bomy Hagopian (Partner, Berkshire Global Advisors)
  • Jim Hale (Founding Partner Emeritus, FTV Capital)
  • Brian Hamburger (CEO, MarketCounsel)
  • Carrie Hansen (President, Mutual Funds, AssetMark)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation)
  • Bob Herrmann (CEO, Discovery Data)
  • Kyle Hiatt (Executive Vice President, Institutional Business Development, Orion Advisor Services)
  • Phil Hildebrandt (CEO, Segall, Bryant, & Hamill)
  • John Hoehn (Chief Product Officer, Ridgeline)
  • Heather Holmes (CEO, Genivity)
  • Anton Honikman (CEO, MyVest Corporation)
  • Steve Houston (Partner, Alaia Capital)
  • Bob Huret (Founding Partner Emeritus, FTV Capital)
  • Steve Janachowski (CEO, Brouwer & Janachowski)
  • Peter Jantzen (Executive Vice President, Global Sales, Vestmark)
  • Anders Jones (CEO, Facet Wealth)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Bradley Kellogg (Chief Operating Officer, FIX Flyer)
  • Mike Kerins (CEO, RobustWealth)
  • Michael Kim (Chief Client Officer, AssetMark)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • David Knoch (President, 1st Global Capital Corporation)
  • Tim Kochis (CEO, Kochis Global)
  • Matthias Kuhlmey (Executive Vice President, Enterprise Investments & Acquisitions, HighTower)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Karen Lee (Chief Strategy Officer, Mercer Advisors)
  • Doug Lennick (CEO, think2perform)
  • Andrew Lewis (Executive Vice President, Business Development & Channel Sales, InvestCloud)
  • Steve Lockshin (CEO, Advice Period)
  • Michael Lovett (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Oscar Loynaz (CEO, Alaia Capital)
  • Stephanie Luedke (Global Head, Citi Investment Management)
  • Jack Lynch (Chief Strategy Officer, Ridgeline)
  • Dave MacEwen (Co-Chief Investment Officer, American Century Investments)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Jackie Matthews (CEO, Investment Pod)
  • Chris McClain (Chief Revenue Officer, Ridgeline)
  • Pat McClain (Co-CEO, Hanson McClain Group)
  • Mike McDaniel (Chief Investment Officer, Riskalyze)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Chuck McKenzie (President, Fidelity International Japan)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • John Michel (CEO, CircleBlack)
  • Jon Miller (Chief Technology Officer, Hearts & Wallets)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Kathryn Morrison (CEO, Sun Star Strategic)
  • Alex Mostovoi (Chief Operating Office, Wealth Management, Emigrant Bank)
  • Bill Mueller (CEO, fi360)
  • Bob Mulcare (Managing Director, New Mountain Capital)
  • Rob Nail (CEO, Singularity University)
  • Vinay Nair (Chairman, 55ip)
  • Liz Nesvold (Managing Partner, Silver Lane Advisors)
  • Jason Nicholls (Chief Data Officer, InvestCloud)
  • Nathana O’Brien-Sharma (Partner, Crypto Lotus)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (President, TCA by E*Trade)
  • Ronak Pakzad (Partner, Entoro Capital)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Lauren Pearson (Partner, HighTower Somerset)
  • Steve Pierson (Managing Partner, Lovell Minnick Partners)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Will Quist (Partner, Slow Ventures)
  • Kevin Rafferty (CEO, Financeware)
  • Larry Raffone (CEO, Financial Engines)
  • Kian Rafia (Business Head, Advisor Solutions, Morningstar)
  • Dean Rager (President, Geneos RIA)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • Matt Regan (President, Wealthcare)
  • Brandon Rembe (Chief Technology Officer, Envestnet Tamarac)
  • Bethann Rome (Co-Founder, Intensity Analytics Corporation)
  • John Rome (Co-Founder, Intensity Analytics Corporation)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Brian Ross (CEO, FIX Flyer)
  • James Row (Managing Partner, Entoro Capital)
  • Andrew Rudd (CEO, Advisor Software)
  • Brendan Ryan (Managing Director, Technology & Services Group, Investment Banking, Raymond James Capital Markets)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Dave Scalzo (Managing Partner, Kirenaga)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Ken Schapiro (President, Condor Capital Management)
  • Eram Schlegel (Chief Product Officer, CFRA Research)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Dan Seivert (CEO, Echelon Partners)
  • Jay Shah (CEO, Personal Capital Corporation)
  • Sachin Shah (Chief Revenue Officer, 55ip)
  • Tim Shannon (President, CAIS Group)
  • Raghav Sharma (CEO, GuideVine)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Bryce Skaff (Business Head, United States Financial Advisor Services, Dimensional Fund Advisors)
  • David Smith (Founding Publisher, Financial Advisor & Private Wealth Magazines)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Steven Spiegel (Partner, Aquiline Capital Partners)
  • Paul Stamas (Managing Director, General Atlantic)
  • Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Eric Sutherland (President, PIMCO Investments)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Benjamin Thomason (Executive Vice President, Sales, Vestwell)
  • Mark Trousdale (Chief Marketing Officer, InvestCloud)
  • Laura Varas (CEO, Hearts & Wallets)
  • Hardeep Walia (CEO, Motif Investing)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Steve Warren (Co-Founder, MyVest Corporation)
  • Cathy Weatherford (CEO, Insured Retirement Institute (IRI))
  • Elliot Weissbluth (CEO, HighTower)
  • Dave Welling (CEO, Mercer Advisors)
  • Craig Wietz (President, First Rate)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Mark Worsey (Chief Operating Officer, MyVest Corporation)
  • Serena Ziskroit (Chief People Officer, RobustWealth)

Tiburon CEO Summit XXXIV: April 9-11, 2018

Tiburon CEO Summit XXXIV was held April 9-11, 2018, at The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXIV officially started at 7:45am on Tuesday, April 10, 2018, include a group dinner that night, and finish at 1:00pm on Wednesday, April 11, 2018. 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 XXXIV will include speakers Mark Casady (Former CEO, LPL Financial Holdings); Bill McNabb (Chairman, The Vanguard Group); Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC)); Jud Bergman (CEO, Envestnet); Buck Buckley (CEO, Actua Corporation); Bill Capuzzi (CEO, Apex Clearing Corporation); Rita Cheng (CEO, Blue Ocean Global Wealth); Bart Chilton (Former Commissioner, Commodity Futures Trading Commission (CFTC)); Jeff Cruttenden (CEO, Say); Peter deChellis (President, TD Ameritrade Retail); Dave DeVoe (Managing Partner, DeVoe & Company); Andrew Dodson (Partner, Parthenon Capital Partners); Bob Doll (Chief Equity Strategist, Nuveen Asset Management); Greg Friedman (CEO, Private Ocean); Sheryl Garrett (CEO, Garrett Financial Planning Network); Jason Hsu (Chairman, Rayliant Global Advisors); Michael Jantzi (CEO, Sustainalytics); Anders Jones (CEO, FacetWealth); Mike Katchen (CEO, Wealthsimple); Joe Keefe (CEO, Pax World Management); Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board)); Mike Kerins (CEO, RobustWealth); Michael Kopelman (Partner, Edison Capital Partners); Jon Korngold (Managing Director, General Atlantic); Sallie Krawcheck (Co-Founder, Ellevate Network); Hans Morris (Managing Partners, Nyca Partners); Cheryl Nash (President, Fiserv Investment Services); Kathy Neumann (President, SerenityShares Investments); Mike O'Brien (CEO, Europe, Middle East, & Africa, JP Morgan Asset Management); Josh Pace (CEO, Trust Company of America); Angela Pecoraro (CEO, Advicent Solutions); Mark Penske (CEO, United Advisors); Charles Plosser (Former President, Federal Reserve Bank of Philadelphia); Samantha Roady (President, Retail, Gain Capital Holdings); Paul Stevens (CEO, Investment Company Institute (ICI)); John Streur (CEO, Calvert Research & Management); John Thiel (Former Vice Chairman, Global Wealth & Investment Management, Bank of America Corporation); Todd Thomson (Chairman, Dynasty Financial Partners); George Walker (CEO, Neuberger Berman); Steve Wallman (CEO, Foliofn); Kyle Zasky (Partner, SenaHill Partners); Evelyn Zohlen (President, Inspired Financial); & others. Tiburon CEO Summit XXXIV will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXIV: Attendee Videos

Tiburon CEO Summit XXXIV videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.

Tiburon CEO Summit XXXIV: 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 sponsors, members, and journalists are welcome to view, download, and share these images across traditional and social media.

Click here to view all photographs.

Tiburon CEO Summit XXXIV: Attendee List

Tiburon is pleased to announce that the following 248 Tiburon members attended Tiburon CEO Summit XXXIV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mark Casady (Former CEO, LPL Financial Holdings)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
  • Daniel Applegarth (Chief Financial Officer, NorthStar Financial Services Group)
  • Anil Arora (CEO, Envestnet Yodlee)
  • Bob Bachman (Executive Vice President, Relationship Management, Fidelity Institutional Asset Management)
  • Nathan Bachrach (CEO, Simply Money Advisors)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • David Benskin (CEO, Wealth Access)
  • Bob Bensman (CEO, The Bensman Group)
  • Jud Bergman (CEO, Envestnet)
  • Ed Bernard (Vice Chairman, T. Rowe Price Group)
  • Larry Berran (Chief Operating Officer, iPipeline)
  • Richard Berthy (CEO, Foreside Financial Group)
  • Kevin Birzer (CEO, Tortoise Capital Advisors)
  • Stuart Bowers (President, DST Brokerage Solutions)
  • Ben Brigeman (Partner, Genstar Capital)
  • Matt Brown (CEO, CAIS Group)
  • Buck Buckley (CEO, Actua Corporation)
  • Brad Burgess (Chief Technical Officer, Orion Advisor Services)
  • Roy Burns (Managing Director, TA Associates)
  • Kevin Byrne (Chief Financial Officer, Retirement Solutions Division, Pacific Life Insurance Company)
  • Caleb Callahan (Chief Operating Officer, Valmark Securities)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (Executive Vice President, Fidelity Clearing & Custody Solutions, Fidelity Investments)
  • James Capps (Chief Technology Officer, Trust Company of America)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Tim Carroll (CEO, New York Private Trust Company)
  • James Caulkins (Chief Revenue Officer, Docupace Technologies)
  • Jerry Chafkin (Chief Investment Officer, AssetMark)
  • Rita Cheng (CEO, Blue Ocean Global Wealth)
  • Bart Chilton (Former Commissioner, Commodity Futures Trading Commission (CFTC))
  • Roman Ciosek (Partner, HighTower Westchester)
  • Bernie Clark (Executive Vice President, The Charles Schwab Corporation)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Eric Clarke (CEO, Orion Advisor Services)
  • Todd Clarke (Executive Vice President, Managed Accounts, CLS Investments)
  • John Clendening (CEO, Blucora)
  • Tim Clift (Chief Investment Strategist, Portfolio Management Consultants, Envestnet)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Dan Concannon (Chief Revenue Officer, CFRA Research)
  • David Conover (CEO, EverBank Wealth Management)
  • Jeff Cruttenden (CEO, Say)
  • Ben Cukier (Managing Partner, Centana Growth Partners)
  • Chris Curtis (Chief Financial Officer, Envestnet Enterprise)
  • Peter deBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange)
  • Carly deDiego (Chief Client Officer, AdvisorEngine)
  • Stuart DePina (President, Envestnet Tamarac)
  • Peter deSilva (President, TD Ameritrade Retail Distribution)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Louis Diamond (Executive Vice President, Diamond Consultants)
  • Andrew Dodson (Partner, Parthenon Capital Partners)
  • Will Dolan (Business Head, Fidelity ActionsXchange)
  • Bob Doll (Chief Equity Strategist, Nuveen Asset Management)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Laura Dunne (Treasurer, Envestnet)
  • John Faustino (Chief Strategy Officer, fi360)
  • Greg Fink (CEO, ACG Wealth)
  • Ron Fiske (Business Head, Retail Business, Apex Clearing Corporation)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Julio Fredes (Cief Operating Officer, Say)
  • Tiffany Freitas (Chief Financial Officer, Vestmark)
  • Greg Friedman (CEO, Private Ocean)
  • Paul Gamble (CEO, 55 Institutional)
  • Sheryl Garrett (CEO, Garrett Financial Planning Network)
  • Dave Geschke (President, HTIN, Hilltop Securities)
  • Charles Goldman (CEO, AssetMark)
  • Jeffrey Goldstein (CEO, SpringHarbor Financial Group)
  • Aaron Gordon (Chief Planning Officer, Edelman Financial Services)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Phil Green (Chief Financial Officer, Brinker Capital)
  • Steve Gresham (Principal, The Gresham Company)
  • Kyle Griswold (Partner, FTV Capital)
  • Sang Han (Chief Operating Officer, DPL Financial Partners)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Chris Harrington (Partner, Kohlberg, Kravis, & Roberts)
  • Zach Hascoe (Co-Founder, Say)
  • Tom Haught (President, Sequoia Financial Group)
  • Karl Heckenberg (Senior Advisor, New York Private Bank & Trust Company)
  • John Heinen (Chief Technology Officer, Advicent Solutions)
  • Bob Herrmann (CEO, Discovery Data)
  • Spencer Hoffman (Partner, Lovell Minnick Partners)
  • Adam Holt (CEO, Asset-Map)
  • Jason Hsu (Chairman, Rayliant Global Advisors)
  • Mark Hurley (CEO, Fiduciary Network)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • Michael Jantzi (CEO, Sustainalytics)
  • Anders Jones (CEO, Facet Wealth)
  • Geoff Kalish (Partner, Aquiline Capital Partners)
  • Terri Kallsen (Executive Vice President, Investor Services, The Charles Schwab Corporation)
  • Kunal Kapoor (CEO, Morningstar)
  • Niko Karvounis (Chief Product Officer, Quovo)
  • Mike Katchen (CEO, Wealthsimple)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Stuart Katz (CEO, Robertson Stephens Partners)
  • Joe Keefe (CEO, Pax World Funds)
  • Jonathan Keidan (Founder, InsideHook)
  • Kevin Keller (CEO, Certified Planner Board of Standards (CFP Board))
  • Bradley Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kelly (Chief Investment Officer, FS Investments)
  • Kelli Keough (Business Head, Global Digital Wealth Management, JP Morgan Chase & Company)
  • Mike Kerins (CEO, RobustWealth)
  • James Kirk (Managing Principal, Asset Management, Corsair Capital)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Michael Kopelman (Partner, Edison Partners)
  • Jon Korngold (Managing Director, General Atlantic)
  • Sallie Krawcheck (Co-Founder, Ellevate Network)
  • Randy Lambert (President, Orion Advisor Services)
  • Stephen Langlois (Chief Business Development Officer, eMoney Advisor)
  • Kevin Laraia (Chief Operating Officer, Docupace Technologies)
  • David Lau (CEO, DPL Financial Partners)
  • Alex Lebow (Chief Legal Officer, Say)
  • Doug Lennick (CEO, think2perform)
  • Britton Lombardi (Chief of Staff, Apex Clearing Corporation)
  • Jeff Lovell (Co-Chairman, Lovell Minnick Partners)
  • Michael Lovett (Business Head, RIA Channel, The Vanguard Group)
  • John Lunny (CEO, Vestmark)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Kyle Mallot (Chief Operating Officer, DST Financial Services)
  • Angelo Manioudakis (Chief Investment Officer, Global Asset Allocation, Fidelity Investments)
  • Roddy Marino (Executive Vice President, National Accounts & Distribution, Brinker Capital)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Brendan McConnell (Chief Operating Officer, Brinker Capital)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Susan McKenna (Chief Marketing Officer, eMoneyAdvisor)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • Jerry Michael (CEO, Smartleaf)
  • John Michel (CEO, CircleBlack)
  • Jim Minnick (Co-Chairman, Lovell Minnick Partners)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Steven Miyao (President, DST Research, Analytics, & Consulting)
  • Rohan Modi (Executive Vice President, Marketing, Investment Services, Fiserv)
  • Marilyn Mohrman-Gillis (Executive Director, Center for Financial Planning)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Ed Moore (President, Edelman Financial Services)
  • Hans Morris (Managing Partner, Nyca Partners)
  • Joe Mrak (CEO, FolioDynamix)
  • Bill Mueller (CEO, fi360)
  • Bob Mulcare (Managing Director, New Mountain Capital)
  • David Musto (President, Ascensus)
  • Vinay Nair (Chairman, 55 Institutional Partners)
  • Cheryl Nash (President, Fiserv Investment Services)
  • Brian Nelson (CEO, Harborside Group)
  • Kathy Neumann (President, SerenityShares Investments)
  • Mike Nugent (Managing Director, Vestigo Ventures)
  • Wendu Nwakanma (Executive Vice President, InvestCloud)
  • Mike O’Brien (CEO, Europe, Middle East, & Africa, JP Morgan Asset Management)
  • Eileen O’Connor (CEO, Hemington Wealth Management)
  • Tim O’Hara (Former CEO, Ayco)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Josh Pace (CEO, Trust Company of America)
  • Ron Pachura (Chief Financial Officer, Fiserv Investment Services)
  • James Paddon (Chief Operating Officer, 55 Institutional Partners)
  • Andrew Palmer (Chief Financial Officer, Riskalyze)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Heeren Pathak (Chief Technology Officer, Vestmark)
  • Lauren Pearson (Partner, HighTower Twickenham)
  • Angela Pecoraro (CEO, Advicent Solutions)
  • Shirl Penney (CEO, Dynasty Financial Partners)
  • Mark Penske (CEO, United Advisors)
  • Bob Peterson (President, Hilltop Securities)
  • John Phillips (Executive Vice President, Fidelity Custody & Clearing Solutions)
  • Rob Pinkerton (Chief Marketing Officer, Morningstar)
  • Michael Pinsker (CEO, Docupace Technologies)
  • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
  • Alex Potts (CEO, Loring Ward Group)
  • Marc Premselaar (Managing Director, Structured Products, CAIS Group)
  • Lowell Putnam (CEO, Quovo)
  • Fei Qiao (Chief of Staff, Investment Banking, Huatai Securities)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Dean Rager (President, Geneos RIA, Geneos Wealth Management)
  • Jodee Rager (Chief Compliance Officer, Geneos Wealth Management)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • Kevin Reed (Business Head, Wealth Management, Janney Montgomery Scott)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Chris Rimmer (Chief Accounting Officer, Fidelity Investments)
  • Samantha Roady (President, Retail, Gain Capital Holdings)
  • Tony Rochte (Executive Vice President, FundsNetwork, Fidelity Investments)
  • Brian Ross (CEO, FIX Flyer)
  • Trish Rothschild (Chief Product Officer, Morningstar)
  • Andrew Rudd (CEO, Advisor Software)
  • Larry Rybka (CEO, ValMark Securities)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Anthony Scaramucci (Founder, Sky Bridge Capital Management)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Aaron Schumm (CEO, Vestwell)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Tony Seto (Partner, Berkshire Capital Securities)
  • Sachin Shah (Chief Revenue Officer, 55 Institutional Partners)
  • Sterling Shea (Associate Publisher, Dow Jones Media Group)
  • Ian Sheridan (Managing Director, Vestigo Ventures)
  • Jessica Shores (Executive Vice President, Impact Communications)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • David Smith (Founding Publisher, Financial Advisor & Private Wealth Magazines)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Michael Smith (Executive Vice President, Pre-Sales, InvestCloud)
  • Karl Sprules (Chief Technology Officer, AB Global)
  • Paul Stamas (Managing Director, General Atlantic)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Letha Steffey (Chief Marketing Officer, Edelman Financial Services)
  • Jon Stern (Partner, Berkshire Capital Securities)
  • Paul Stevens (CEO, Investment Company Institute (ICI))
  • Andy Stewart (Partner, Motive Partners)
  • John Streur (CEO, Calvert Investments)
  • Hal Strong (Partner, Genstar Capital)
  • John Stuart (Chief Marketing Officer, InvestCloud)
  • Barbara Stutz (Executive Vice President, East Coast, Strategic Accounts, InvestCloud)
  • Ying Sun (Managing Director, Corporate Development, Huatai Securities)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • Marie Swift (CEO, Impact Communications)
  • John Taft (Vice Chairman, RW Baird & Company)
  • Arnaud Tesson (Partner, North American Asset Management Practice, Egon Zehnder International)
  • John Thiel (Former Vice Chairman, Global Wealth & Investment Management, Bank of America Corporation)
  • Benjamin Thomason (Executive Vice President, Sales, Vestwell)
  • Todd Thomson (Chairman, Dynasty Financial Partners)
  • Brett Thorne (Business Head, RBC Correspondent & Advisor Services)
  • Theresa Torian (Chief Operating Officer, CFRA Research)
  • Emily Traxler (Chief Marketing Officer, First Rate)
  • Laura Varas (CEO, Hearts & Wallets)
  • Mike Vogelzang (CEO, Boston Advisors)
  • George Walker (CEO, Neuberger Berman Management)
  • Steve Wallman (CEO, Foliofn)
  • Corey Walther (Chief Operating Officer, Allianz Life Financial Services)
  • Kelly Waltrich (Chief Marketing Officer, Orion Advisor Services)
  • Bob Ward (Chief Revenue Officer, Vertical Management Systems)
  • Shila Wattamwar (Director, Client Services, Sustainalytics)
  • Dave Welling (CEO, Mercer Advisors)
  • Craig Wietz (President, First Rate)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Bill Wostoupal (President, Northern Lights Distributors)
  • John Yackel (Executive Managing Director, Institutional Business Development, Envestnet)
  • Hussain Zaidi (CEO, Advizr)
  • Kyle Zasky (Partner, SenaHill Partners)
  • Dean Zayed (CEO, Brookstone Capital Management)
  • Tom Zazueta (Chief Marketing Officer, Loring Ward Group)
  • Evelyn Zohlen (President, Inspired Financial)
   

 

 

Prior Tiburon CEO Summits

As noted above, details on prior Tiburon CEO Summits are also available here:
Most Recent, (2018-2019), 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

 

 

 

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