Prior Tiburon CEO Summits (2024-2025)


Tiburon has held 49 prior CEO Summits, with the first Tiburon CEO Summit taking place in 2001. Details of Tiburon CEO Summit XLVI, XLVII, & XLVIII are included below; for details of other Tiburon CEO Summits, please click here: (Most Recent), 2024-2025, 2022-2023, 2020-2021, 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, 2001-2003.

Tiburon CEO Summit XLIX: October 27-29, 2025

Tiburon CEO Summit XLIX was held October 27-29, 2025 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit XLIX officially started at 7:45am on Tuesday, October 28, 2025, included a group dinner that night, and finished at 1:00pm on Wednesday, October 29, 2025. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Tiburon CEO Summit XLIX also featured the firm's traditional client-centric panel discussions and two networking-based social events. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XLIX included speakers:

  • Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
  • Tony Abbiati (CEO, SCS Financial)
  • Mo Al Adham (CEO, Frec Markets)
  • Ana Mahony (CEO, Addition Wealth)
  • Ashwin Gupta (Partner, Goldman Sachs Growth Equity)
  • Adam Holt (CEO, Asset-Map Holdings)
  • Dave DeVoe (CEO, DeVoe & Company)
  • Ankur Dahiya (CEO, Fifteenth)
  • Jon Dauphine (CEO, Foundation for Financial Planning)
  • Dan Fannon (Managing Director, Research, Jefferies)
  • Gene Farrell (CEO, Vanilla)
  • Bill Frayer (Managing Director, Kelso & Company)
  • George Gatch (CEO, JP Morgan Asset Management)
  • Lacy Garcia (CEO, Willow)
  • Sherrie Grabot (CEO, GuidedChoice)
  • Paul Gamble (Vice Chairman, JP Morgan Asset Management)
  • Abbe Galvez-Cordon (Managing Director, Wealth & WealthTech, TD Securities)
  • Samir Kaji (CEO, Allocate)
  • Aaron Klein (Founder, Contio)
  • Rob Heyvaert (Managing Partner, Motive Partners)
  • Pete Hess (President, PureFacts Financial Solutions)
  • Ryan Hicke (CEO, SEI Investments Company)
  • Mike Hollander (Managing Director, GTCR)
  • Vince Hockett (President, XY Planning Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Andrew Lewis (Executive Vice President, Partnerships, Communify)
  • Max Lane (CEO, Flourish)
  • Brendan Lake (CEO, PPB Capital Partners)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Jon Beatty (Business Head, Schwab Advisor Services)
  • Rick Kushel (Managing Partner, FINTOP Capital)
  • Kevin Knull (CEO, TaxStatus)
  • Raj Doshi (President, April)
  • Mike Casciano (President, EVO Wealth Consulting)
  • Scott White (CEO, FMG Suite)
  • Adam Patti (CEO, VistaShares)
  • Ryan Parker (CEO, EP Wealth Advisors)
  • Dylan Parker (CEO, Moment)
  • Daniel Satchkov (President, RiXtrema)
  • Saira Shariff (Managing Director, Americas, Wealth Management, Accenture)
  • Yelena Shkolnik (Partner, Jump Capital)
  • Ainslie Simmonds (Business Head, BNY Wealth Services Platform)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Dave Stone (CEO, First Rate)
  • Jean Chatzky (CEO, HerMoney Media)
  • John Taft (Vice Chairman, Baird)
  • Graham Turner (President, Snappy Kraken)
  • John Tyers (President, Wells Fargo Advisors Financial Network (FiNet))
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Samir Vasavada (CEO, Vise Technologies)
  • Craig Wietz (President, First Rate)
  • Dean Zayed (CEO, Brookstone Capital Management)

Tiburon CEO Summit XLIX also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLIX Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLIX 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 to the right. Tiburon members needing a username & password can contact Sarah Sage.

Tiburon Managing Partner Chip Roame emphasizes a point during the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit XLIX in Boston, MA



Tiburon CEO Summit XLIX 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 on the image to the right to view the Tiburon CEO Summit XLIX photo gallery.

Tiburon Managing Partner Chip Roame and Creative Planning CEO Peter Mallouk discuss the independent advisor landscape at Tiburon CEO Summit XLIX in Boston, MA

Tiburon CEO Summit XLIX: Attendee List

Tiburon is pleased to announce that the following 488 Tiburon members attended Tiburon CEO Summit XLIX:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Tony Abbiati (CEO, SCS Financial)
  • Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
  • Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
  • Alvi Abuaf (Industry Partner, Motive Partners)
  • Sabine Adams (Managing Director, Managed Hosting, First Rate)
  • Rohit Agarwal (Co-CEO, SoraFinance)
  • Amar Ahluwalia (CEO, OneVest)
  • Qub Ahmed (Business Head, Global Retirement, Workplace, & Wealth, Franklin Templeton Investments)
  • Robyn Alcorta (Business Head, Independents, Financial Institutions Group, Dimensional Fund Advisors)
  • Mike Alfred (Managing Partner, Alpine Fox)
  • Jillian Altamura (Managing Director, Platform Partnerships, iCapital Network)
  • Allison Amadia (Chief Legal & Risk Officer, Edelman Financial Engines)
  • James Amen (Managing Director, Ardea Partners)
  • Andina Anderson (Business Head, RIA Blueprint Platform, Cetera Holdings)
  • Madalyn Armijo (Chief Operating Officer, Dispatch)
  • Anthony Aulisa (Chief Operating Officer, Wealthie)
  • Craig Avery (Managing Director, Independent Solutions, Wells Fargo & Company)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Wayne Baker (Chief Investment Officer, TIAA Ventures)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Cody Barbo (CEO, Trust & Will)
  • John Barkeley (Chief Financial Officer, DPL Financial Partners)
  • David Barnard (CEO, Luminary)
  • Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
  • Karen Barrett (CEO, Unbiased)
  • Ryan Barrows (Business Head, Broker Dealer Channel The Vanguard Group)
  • Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
  • Ryan Beach (Business Head, North America, FNZ Group)
  • Jon Beatty (Business Head, Schwab Advisor Services)
  • Shlomo Benartzi (Professor, Behavioral Decision Making, UCLA Anderson School of Management)
  • Michael Benedek (Managing Director, Unified Managed Household Group, SEI LifeYield)
  • Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
  • Tobin Bennion (Chief Revenue Officer, Jump Advisor AI)
  • Jonathan Bergman (CEO, Collaborative Capital Advisors)
  • Andy Besheer (CEO, Besheer & Associates)
  • Rob Bethmann (Managing Director, First Rate)
  • Adi Bhatia (Executive Vice President, Financial Technology Partners)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Phil Bianchi (Managing Partner, nFleXion Capital Partners)
  • Harshendu Bindal (Chief Global Officer, The TIFIN Group)
  • Erica Birke (Business Head, Marketing, Fidelity Institutional & Asset Management)
  • Mike Blundin (President, Vestmark)
  • Tim Bonacci (CEO, Luma Financial Technologies)
  • Dave Bordeau (Managing Director, Berkshire Partners)
  • Scott Bowers (Chief Strategy & Distribution Officer, FIDx)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Chris Browne (Managing Director, Investment Banking, Piper Sandler)
  • Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
  • Todd Buck (Chief Sales Officer, Income Discovery)
  • Randy Bullard (Business Head, Investment Management, Hightower)
  • Jordan Burgess (President, Fidelity Institutional Wealth Advisor)
  • Jim Burr (Managing Director, Financial Institutions Group, The Carlyle Group)
  • Bill Buzaid (Managing Director, Sales & Relationship Management, Moment)
  • David Callanan (CEO, AE Wealth Management)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Michael Camp (Managing Director, 55ip)
  • Rich Cancro (CEO, AdvisorEngine)
  • David Canter (CEO, Finley Point Strategy)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Michael Carvin (CEO, SmartAsset)
  • Mark Casady (Executive Chairman, FMG Suite)
  • Adam Casella (Managing Director, Blue Owl Capital)
  • Mike Casciano (President, EVO Wealth Consulting)
  • Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
  • Matt Caulfield (Managing Director, Client Coverage, BNY Archer)
  • Julie Chang (Managing Director, Global Business Strategy, Private Wealth, The Blackstone Group)
  • Jean Chatzky (CEO, HerMoney Media)
  • Grace Chen (CEO, UpMarket)
  • Steve Chen (CEO, Boldin)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Dave Christensen (Chief Product & Technology Officer, FMG Suite)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Stephen Clarke (President, US Charitable Gift Trust, Eaton Vance)
  • Steve Clark (President, Talent Search, Gladstone Group)
  • Alan Clopine (Executive Chairman, Pure Financial Advisors)
  • Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Elizabeth Collins (Chief Strategy Officer, Morningstar)
  • Ziv Conen (Partner, New Era Capital Partners)
  • David Connor (Managing Director, North America, InvestSuite)
  • Chris Cook (Executive Vice President, Solutions & Security, Dispatch)
  • Todd Cooper (Chief Revenue Officer, TIFIN AG)
  • Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
  • Eve Cout (Managing Director, Global Corporate Strategy, BlackRock)
  • Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
  • Ben Cruikshank (President, Flourish)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Sheldon Cummings (President, Corporate Business, Smarsh)
  • Amy Cunningham (Partner, Republic Capital Group)
  • Jeff Cusack (President, RetireOne)
  • Peter Cutler (Chief Revenue Officer, CapIntel)
  • Amin Dabit (Business Head, Traditional Wealth Planning, Edelman Financial Engines)
  • Ankur Dahiya (CEO, Fifteenth)
  • Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
  • Brian DaRosa (Chief Operating Officer, Humanity Labs)
  • Jon Dauphine (CEO, Foundation for Financial Planning)
  • Dana D'Auria (President, Envestnet Solutions)
  • John DeSanto (Managing Director, Wealth Management, iCapital Network)
  • Jen des Grosielliers (CEO, The Mather Group)
  • Lindsay DeGrazia (Managing Director, Alternative Investments Distribution, Advisors Asset Management)
  • Amy DeTolla (CEO, Aureus Advantage)
  • Dave DeVoe (CEO, DeVoe & Company)
  • Sanjeev Dheer (CEO, CENTRL)
  • Michael DiBiasio (Chief Operating Officer, Hightower)
  • Rob Dilbone (Chief Revenue Officer, TradePMR)
  • David DiPetrillo (President, BNY Mellon Family of Funds & BNY Mellon ETF Trust)
  • Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
  • Aaron Dorr (Business Head, Asset Management, Investment Banking, Piper Sandler)
  • Raj Doshi (President, April)
  • John Dowd (Chairman, Fiduciary Trust Company International)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Mike Durbin (CEO, Cetera Financial Group)
  • Jitij Dwivedi (Managing Director, The Carlyle Group)
  • Ryan Dykmans (President, Dunham & Associates Investment Counsel)
  • Kirby Eckels (Partner, North America, Asset & Wealth Management Consulting, AlphaFMC)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
  • Matt Edmonds (President, Jordan Park Group)
  • Chris Egan (Managing Partner, Advent International)
  • James Eichberger (Executive Vice President, Sales, Dispatch)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
  • Carmen Elio (Chief Revenue Officer, Helix)
  • Ahmad El-Katib (Chief Product Officer, First Rate)
  • Tash Elwyn (President, Private Client Group, Raymond James Financial)
  • Leah Emkin (Chief Client Officer, Wilshire)
  • Parker Ence (CEO, Jump Advisor AI)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Erkko Etula (CEO, Brooklyn Investment Group)
  • Reagan Eve (Chief of Staff, FNZ Group)
  • Michael Falcon (CEO, Eagle Capital Management)
  • Annabel Fan (Chief Revenue Officer, Arch)
  • Mike Fanning (CEO, Advisor360)
  • Dan Fannon (Managing Director, Research, Jefferies)
  • Gene Farrell (CEO, Vanilla)
  • David Fetherstonhaugh (Executive Vice President, VistaShares)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Andy Finnegan (Managing Director, Marketing, Nebo Wealth)
  • Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
  • Rylan Folts (CEO, WealthFeed)
  • Heather Fortner (CEO, SignatureFD)
  • Fiona Francois (President, Sales Operations, Communify)
  • Bill Frayer (Managing Director, Kelso & Company)
  • Michael Freudenstein (Partner, PJT Partners)
  • Mark Friedenthal (CEO, Tolerisk)
  • Ben Fulton (CEO, WEBs Investments)
  • Gary Gallagher (Business Head, Strategic Business Development, Fidelity Institutional)
  • Abbe Galvez-Cordon (Managing Director, Wealth & WealthTech, TD Securities)
  • Paul Gamble (Vice Chairman, JP Morgan Asset Management)
  • Lacy Garcia (CEO, Willow)
  • Andres Garcia-Amaya (CEO, Zoe Financial)
  • Brittney Garrett (Chief Transformation & Client Experience Officer, Clearstead Advisors)
  • Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
  • George Gatch (CEO, JP Morgan Asset Management)
  • Krista Gibson (President, Valic Financial Advisors)
  • Mark Gilbert (CEO, Zocks)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Dan Gilmartin (Chief Marketing Officer, Catchlight)
  • Dave Goes (President, Enterprise Solutions, Advyzon)
  • Eric Golden (CEO, Canopy Capital Group)
  • Charles Goldman (Executive Chairman, Orion Advisor Solutions)
  • Dave Goldman (Chief Business Officer, Pontera Solutions)
  • Nick Good (President, Ascensus)
  • Alex Goodwin (CEO, Bridge)
  • Jason Gordo (President, Modern Wealth Management)
  • Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
  • Sherrie Grabot (CEO, GuidedChoice)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Ashwin Gupta (Partner, Goldman Sachs Growth Equity)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Rachel Guy (Managing Director, First Rate)
  • Ralph Haberli (President, Edelman Financial Engines)
  • Scott Hadley (Chief Advisory Officer, Hightower)
  • Jeff Haller (Senior Managing Director, Evercore)
  • Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Matt Harris (Senior Partner, North America, Wealth Management Consulting, AlphaFMC)
  • Ben Harrison (Managing Director, Wealth Solutions, Pershing)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Margaret Hartigan (CEO, Marstone)
  • Kate Healy (CEO, AdvoKate IQ)
  • Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
  • Ray Hennessey (CEO, Vocatus)
  • Pete Hess (President, PureFacts Financial Solutions)
  • Rob Heyvaert (Managing Partner, Motive Partners)
  • Ryan Hicke (CEO, SEI Investments Company)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • John Hill (CEO, Quorus)
  • Kim Hill (Chief Financial Officer, Amplify Technology)
  • Vince Hockett (President, XY Planning Network)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Will Hoesley (Managing Director, Mergers & Acquisitions, Cresset)
  • Mike Hollander (Managing Director, GTCR)
  • Scott Holsopple (Chief Growth Officer, Hightower)
  • Adam Holt (CEO, Asset-Map Holdings)
  • Thanh Hong (Partner, Convergency Partners)
  • Anton Honikman (Senior Advisor, TIAA Wealth)
  • Jeff Hopwood (Chief of Staff, National Advisors Trust Company (NATCO))
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Rick Hough (CEO, Silvercrest Asset Management Group)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Noelle Hozumi (Executive Vice President, Global Sales, Communify)
  • Dave Hubbard (CEO, Exemplar Financial Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Marc Irizarry (Managing Partner, Republic Capital Group)
  • Craig Iskowitz (CEO, Ezra Group)
  • Mark Israel (Chief Technology Officer, Focus Financial Partners)
  • Clara Jackson (Managing Director, TA Associates)
  • Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
  • Amit Jain (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Khyra Jeffries (Chief Administrative Officer, TIAA Wealth)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Anders Jones (CEO, Facet)
  • Matt Kadnar (Chief Revenue Officer, Nebo Wealth)
  • Melissa Kandinata (Investor, 53 Stations)
  • Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
  • Kunal Kapoor (CEO, Morningstar)
  • Anish Karyat (Chief Markets Officer, Moment)
  • Greg Kasavana (Chief Financial Officer, FMG Suite)
  • Scott Kauffman (Founding Partner, Motive Partners)
  • Mike Kazanjian (Chief Marketing Officer, FIDx)
  • Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Zack Khan (Co-Founder, Feathery)
  • Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Drew Kitchen (Vice Chairman, Emigrant Bank)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Aaron Klein (Founder, Contio)
  • Kevin Knull (CEO, TaxStatus)
  • Gregg Kobelski (Business Head, Clearing Sales, Wealth & Brokerage Platforms, Fidelity Institutional)
  • Bill Koehler (CEO, FCI Advisors)
  • Michael Konialian (CEO, Modern Life)
  • Keith Kotfica (Chief Growth Officer, Choreo Advisors)
  • Eli Koven (Executive Vice President, Strategy & Operations, Moment)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Matthias Kuhlmey (Chief Development Officer, Hightower)
  • Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
  • Stephen Kump (President, Donor Advised Funds, Foundation Source)
  • Rick Kushel (Managing Partner, FINTOP Capital)
  • Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
  • Cash Lafferty (CEO, Pando Alts)
  • Chris Lagan (President, Congress Asset Management)
  • Brendan Lake (CEO, PPB Capital Partners)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Max Lane (CEO, Flourish)
  • Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
  • Stephen Langlois (President Emeritus, Kestra Financial)
  • John Langston (CEO, Republic Capital Group)
  • Eric Lapham (Chief Revenue Officer, Artius Global)
  • David Lau (CEO, DPL Financial Partners)
  • Gim Lau (Chief Operating Officer, Luma Financial Technologies)
  • Chris LaVine (Chief Strategy Officer, Marstone)
  • Danielle Lemberg (Partner, Business Transactions Group, Seward & Kissel)
  • Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
  • Eric Levy (Partner, Convergency Partners)
  • Vickie Lewin (Chief Growth Officer, Amplify Technology)
  • Andrew Lewis (Executive Vice President, Partnerships, Communify)
  • Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
  • Danny Lohrfink (Chief Product Officer, Wealth.Com)
  • Randy Long (Chairman, SageView Advisory Group)
  • Paul Lussow (CEO, TIFIN Give)
  • Jane Ma (Managing Director, Moelis & Company)
  • Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
  • Jud Mackrill (Co-Founder, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Doug Magnolia (President, Vestwell State Savings)
  • Satayan Mahajan (CEO, Datalign Advisory)
  • Ana Mahony (CEO, Addition Wealth)
  • Paul Majerus (Partner, Republic Capital Group)
  • Manish Malhotra (CEO, Income Discovery)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Rohan Marwaha (CEO, Aqua)
  • Greg Mashinter (Partner, Peloton Capital Management)
  • Hugh Massie (CEO, DNA Behavior)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
  • Kay Lynn Mayhue (President, Merit Financial Group)
  • Dexter McAuley (Chief of Staff, Morningstar)
  • Ali McCarthy (Chief Marketing Officer, Asset-Map Holdings)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Mark McCombe (Vice Chairman, BlackRock)
  • Phil McInnis (Chief Investment Strategist, Avantis Investors)
  • Kate McKinley (Chief Legal Officer, Allspring Global Investments)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Kevin Meagher (Deputy General Counsel, Fidelity Investments)
  • Kapil Mehra, Business Head, Wealth Management Mergers & Acquisitions, Financial Institutions Group, Investment Banking, RBC Capital Markets)
  • Runik Mehrotra (President, Vise Technologies)
  • Doris Meister (CEO, Cove Hollow Advisors)
  • Yelena Melamed (Chief Product Officer, Catchlight)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Eric Metz (President, SpiderRock Advisors)
  • Jerry Michael (President, Smartleaf)
  • Jeff Miller (Managing Partner, Convergency Partners)
  • Liz Miller (President, Summit Place Financial Advisors)
  • Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
  • Michael Milstein (Co-CEO, Emigrant Bank)
  • Christian Mitchell (President, Cetera Solutions)
  • Stefan Mitropolitsky (Chief Investment Officer, Smartleaf Asset Management)
  • Alan Moore (CEO, AdvicePay)
  • Blair Morais (Executive Vice President, Business Development, Addition Wealth)
  • JD Moriarty (Vice Chairman, TMT Investment Banking, Bank of America Securities)
  • Betsy Moszeter (CEO, Newday Impact Investing)
  • Colin Motley (Partner, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Jared Murphy (Managing Director, Strategic Accounts, United States Wealth Advisory Business, BlackRock)
  • Vinay Nair (CEO, The TIFIN Group)
  • Rob Nance (CEO, Dispatch)
  • Cheryl Nash (President, APL InvestCloud)
  • David Nason (CEO, TIAA Wealth Management & Advice Solutions)
  • Robey NeJame (Managing Director, Sales, Smartleaf)
  • Rob Nelson (CEO, NorthRock Partners)
  • Joe Nestlerode (Partner, Wealth Technology, AlphaFMC)
  • Liz Nesvold (Chair, Emigrant Partners)
  • Peter Nesvold (Managing Partner, Nesvold Capital Partners)
  • Bill Nook (Managing Director, Moelis & Company)
  • Dan O'Donnell (Managing Director, Alternatives & Investment Manager Solutions, Citi Wealth)
  • Chris Ollendike (Executive Vice President, Sales, SMArtX Advisory Solutions)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Dylan Parker (CEO, Moment)
  • Russell Parker (Chief Strategy Officer, RetireOne)
  • Ryan Parker (CEO, EP Wealth Advisors)
  • Darshan Patel (Chief Financial Officer, Facet)
  • Adam Patti (CEO, VistaShares)
  • Chris Perry (President, Broadridge Financial Solutions)
  • Rob Pettman (President, Tifin Group)
  • Stephanie Pierce (Deputy Business Head, BNY Investments)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • Jakob Pizzera (Chief Operating Officer, OneVest)
  • John Plansky (Executive Vice President, Wealth Services, State Street Corporation)
  • Andrei Pop (CEO, Humanity Labs)
  • Johnny Poulsen (CEO, Income Lab)
  • Ron Pruitt (President, Orion Wealth Management)
  • Chrissy Quinn (Managing Director, Enterprise RIA, Wealth Business, BlackRock)
  • Jason Quinn (Chief Operating Officer, Advisor360)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Kevin Rafferty (Senior Advisor, Addition Wealth)
  • Larry Raffone (Chairman, Vise Technologies)
  • Nick Raffone (Chief Financial Officer, Vise Technologies)
  • Max Rakhlin (Partner, Lightyear Capital)
  • Sid Ramakrishnan (Managing Director, Genstar Capital)
  • Craig Ramsey (Chief Operating Officer, AdvisorEngine)
  • Boris Rapoport (Senior Partner, Financial Services, The Vistria Group)
  • Vishal Rawal (Partner, Strategy&, PwC)
  • Prab Reddy (Founding Partner, Stride Growth Partners)
  • Chelsea Reed (Managing Director, Republic Capital Group)
  • Michael Reed (Partner, Republic Capital Group)
  • Patrick Reed (CEO, YourStake)
  • Matt Regan (President, Wealthcare Capital Management)
  • Roman Regelman (President, FNZ Group)
  • Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
  • Adam Rein (CEO, CapShift)
  • Larry Restieri (CEO, Hightower)
  • Craig Richards (Chief Operating Officer, Fiduciary Trust Company International)
  • Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • Ben Robins (Managing Partner, TRIA Capital Partners)
  • Charlie Rocco (CEO, MONECO Advisors)
  • Collin Roche (Co-CEO, GTCR)
  • James Rockwood (CEO, CapIntel)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
  • Rich Romano (CEO, FIDx)
  • Darryl Ronconi (President, Brookstone Capital Management)
  • Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
  • Dan Rosen (CEO, D1g1t)
  • Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Michael Roth (Chief Revenue Officer, Digital Wealth, InvestCloud)
  • Trish Rothschild (Operating Partner, Advent International)
  • April Rudin (CEO, The Rudin Group)
  • Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
  • Tuppy Russo (Chief Technology Officer, Bernstein Private Wealth)
  • Gautam Sachdev (CEO, 55ip)
  • Debasis Sahu (Partner, Asset & Wealth Management, PwC)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Shankar Saravanan (Senior Managing Director, Wealth Product & Solutions, TIAA)
  • Eric Satz (CEO, Alto Solutions)
  • Michael Schnitman (Senior Managing Director, SLC Management)
  • Dave Schrohe (Partner, Convergency Partners)
  • Jeff Schwantz (Chief Growth Officer, Luma Financial Technologies)
  • Jason Schwarz (CEO, Wilshire)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Adam Scully-Power (Managing Director, Sales, Nebo Wealth)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Alex Serman (Managing Director, Wealth & Institutional, First Rate)
  • Patrick Shaddow (CEO, Syntax Data)
  • Jay Shah (CEO, Edelman Financial Engines)
  • Yaela Shamberg (Chief Product Officer, Communify)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Saira Shariff (Managing Director, Americas, Wealth Management, Accenture)
  • Gaurav Sharma (CEO, Capitalize)
  • Matt Sharnoff (Business Head, FinTech, Investment Banking, Bank of America Securities)
  • Jack Sharry (Managing Director, SEI Investments Company)
  • Yelena Shkolnik (Partner, Jump Capital)
  • Gary Shub (Partner, PwC)
  • Brad Siegert (Partner, Ardea Partners)
  • Ainslie Simmonds (Business Head, BNY Wealth Services Platform)
  • Justin Singer (Partner, Ernst & Young)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Evan Skalski (Senior Partner, Asset & Wealth Management Strategy, AlphaFMC)
  • Craig Sklar (Partner, Business Transactions Group, Seward & Kissel)
  • Jamie Sklar (Chief Operating Officer, Emigrant Partners)
  • Greg Smith (Managing Director, Financial Technology Partners)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Dane Snowden (Chief Operating Officer, Certified Financial Planner Board of Standards (CFP Board))
  • Sukanya Soderland (Partner, Oliver Wyman)
  • Robert Sofia (CEO, Snappy Kraken)
  • Matt Somma (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
  • Jenny Souza (CEO, Emigrant Partners)
  • Scott Sparks (CEO, Sparks Financial)
  • Adam Spector (CEO, Fiduciary Trust International)
  • Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
  • Peter Spinelli (Business Head, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
  • Jenny Spradling (CEO, FreeWill)
  • Sallie Squire (Chief Operations Officer, Allspring Global Investments)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stein (CEO, Warmer)
  • Brian Stern (Partner, Growth Equity, Declaration Partners)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Andy Stewart (Executive Chairman, Wilshire)
  • Dave Stone (CEO, First Rate)
  • Dave Stone (CEO, RetireOne)
  • Trina Stone (Executive Chair, First Rate)
  • Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
  • Steve Swain (Partner, Centana Growth Partners)
  • Wilbur Swan (CEO, Catchlight)
  • John Taft (Vice Chairman, Baird)
  • Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
  • Martin Tarlie (Chief Product Officer, Nebo Wealth)
  • Richard Tatum (President, Vestwell Workplace Savings)
  • Darren Tedesco (President, Advisor360)
  • Clare Teeling (Chief of Staff, Humanity Labs)
  • Susan Theder (Chief Marketing & Experience Officer, FMG Suite)
  • Brian Thomas (Managing Director, Wealth & Retirement, Wilshire)
  • Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
  • Chris Todd (CEO, Envestnet)
  • Ross Tremblay (Managing Director, United States Asset Management, Accenture)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Andrew Tropp (CEO, Anchor Mill Group)
  • Graham Turner (President, Snappy Kraken)
  • John Tyers (President, Wells Fargo Advisors Financial Network (FiNet))
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Adam Unger (CEO, Accutech Systems)
  • Jason Van de Loo (CEO, Choreo)
  • Bart Vanhaeren (CEO, InvestSuite)
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Wim Van Lerberghe (CEO, Advintro)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Rodrigo Vicuna (CEO, Wealthie)
  • Christina Viglietta (Executive Vice President, Americas, MDOTM)
  • Gaurav Vohra (Managing Director, FinTech, Wealth, & Asset Management, Investment Banking, JP Morgan)
  • Kapin Vora (President, Digital Wealth, InvestCloud)
  • Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Jamie Waller (Founder, Cadanino)
  • Mike Watson (Executive Vice President, Axos Securities)
  • John Weitzer (Chief Investment Officer, First Command Financial Services)
  • Scott White (CEO, FMG Suite)
  • Jim Wiandt (Partner, Stack Ventures)
  • Ryan Wickert (Chief Financial Officer, The Mather Group)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Tarah Williams (President, Prospera Financial Services)
  • Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
  • John Wise (CEO, Communify)
  • Matt Witkos (President, Eaton Vance Distributors)
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • J. Womack (Chief Product Officer, SEI Investments Company)
  • Mike Wood (CEO, Domify AI)
  • Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Helen Yang (CEO, Andes Risk)
  • Dean Zayed (CEO, Brookstone Capital Management)
  • Ross Znavor (President, Vise Technologies)
   

 

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 speakers included:

  • 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);

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.


Tiburon CEO Summit XLVIII: Attendee List

Tiburon is pleased to announce that the following 458 Tiburon members attended Tiburon CEO Summit XLVIII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
  • Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
  • Rohit Agarwal (Co-CEO, Sora Finance)
  • Omar Aguilar (CEO, Charles Schwab Investment Management)
  • Amar Ahluwalia (CEO, OneVest)
  • Qub Ahmed (Business Head, Retirement, Workplace and Wealth (FIRST), Franklin Templeton)
  • Andrew Altfest (CEO, FP Alpha)
  • Joe Amato (President, Neuberger Berman Management)
  • James Amen (Partner, Ardea Partners)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Wayne Baker (Chief Investment Officer, TIAA Ventures)
  • Robb Baldwin (CEO, TradePMR)
  • Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
  • Colin Barber (Managing Director, Strategic Partnerships, Ocean Park Asset Management)
  • Cody Barbo (CEO, Trust & Will)
  • Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
  • Jason Barsema (President, Halo Investing)
  • Michael Bell (CEO, Meketa Capital)
  • Heather Bellini (President, InvestCloud)
  • Michael Benedek (Managing Director, SEI Investments Company)
  • Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
  • Sinon Bennett (Chief Investment Officer, Wavvest)
  • Dan Berg (Chief Financial Officer, Hightower Holding)
  • Rob Bethmann (Managing Director, First Rate)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Philip Bianchi (Managing Partner, nFleXion Capital Partners)
  • Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
  • Dan Bjerke (President, Digital Wealth, InvestCloud)
  • Dave Blair (CEO, Ridgeline)
  • Michael Blaugrund (CEO, DriveWealth Holdings)
  • Mike Blundin (President, Vestmark)
  • James Bogart (CEO, Bogart Wealth)
  • Tim Bonacci (CEO, Luma Financial Technologies)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
  • Vaughn Bowman (CEO, MML Investors Services, MassMutual)
  • Tom Bradley (Chief Client Officer, Schwab Advisor Services)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Ben Brigeman (Strategic Advisor, Genstar Capital)
  • Brent Brodeski (CEO, Savant Capital)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Matt Brown (CEO, CAIS)
  • Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
  • Jason Buck (Managing Director, National Sales, Ocean Park Asset Management)
  • Todd Buck (Chief Sales Officer, Income Discovery)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • Michael Burns (Senior Partner, America, Asset & Wealth Management Consulting, AlphaFMC)
  • Bill Buzaid (Managing Director, Sales & Relationship Management, Moment Technology)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • Michael Camp (Managing Director, 55ip)
  • David Canter (CEO, Finley Point Strategy)
  • Mike Capella (Business Head, US Strategic Relations Group, Alliance Bernstein)
  • Mike Capelle (Co-CEO, Modern Wealth Management)
  • Kristen Capuano (Co-Chief Operating Officer, Active Strategies, VanEck Associates)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Michael Carvin (CEO, SmartAsset)
  • Mark Casady (Partner, Vestigo Ventures)
  • Adam Casella (Managing Director, Blue Owl Capital)
  • Chip Castille (Chief Product Officer, Wilshire Associates)
  • Marianne Caswell (President, Park Avenue Securities)
  • Chris Chambs (CEO, Allianz Investment Management)
  • Howard Chen (Co-Business Head, North America Financial Institutions Group, Investment Banking, JP Morgan)
  • Steve Chen (CEO, Boldin)
  • Wayne Chopus (CEO, Insured Retirement Institute (IRI))
  • Bob Clare (CEO, FiSpoke)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Steven Clark (President, DA Kreuter Associates)
  • Colin Close (President, Communify Fincentric)
  • Lauren Clough (CEO, bQuest)
  • Jim Combs (CEO, National Advisors Trust Company (NATCO))
  • Chris Condelles (Chief Strategy & Corporate Development Officer, FS Investments)
  • David Connor (Managing Director, North America, InvestSuite)
  • Brendon Cooper (Chief Revenue Officer, Streetbeat)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Todd Cooper (Chief Revenue Officer, TIFIN AG)
  • Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
  • Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
  • Todd Crockett (Managing Director, TA Associates)
  • Ben Cruikshank (President, Flourish)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Amy Cunningham (Partner, Republic Capital Group)
  • Jeff Cusack (President, RetireOne)
  • Lou D'Addario (Chief Revenue Officer, Foundation Source)
  • Jonathan Dane (Chief Investment Officer, Quinn)
  • Gerard Daniels (PureFacts Financial Solutions)
  • Travis Danysh (Chief Corporate Development Officer, Focus Financial Partners)
  • Dana D'Auria (President, Envestnet)
  • Scott David (CEO, Fiduciary Services Group)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Kerim Derhalli (CEO, Invstr)
  • Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
  • Steve Deschenes (Partner, Client Research, American Funds)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (CEO, Geneos Wealth Management)
  • Michael DiBiasio (Chief Operating Officer, Hightower Holding)
  • Jim Dickson (CEO, Elevation Point)
  • Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
  • Tobias Donath (Managing Director, Strategy & Go to Market, Fidelity Institutional Wealth Management Services)
  • Dave Donnelly (Partner, SpiderRock Advisors)
  • Dan Doonan (Executive Director, National Institute on Retirement Security)
  • Pete Dorsey (Chief Commercial Officer, Wing Financial)
  • Raj Doshi (President, April)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Brock Dunlop (Chief Financial Officer, Fidelity Capital Structure)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Mike Durbin (CEO, Cetera Holdings)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
  • Paul Ehrlichman (CEO, Flextion AI)
  • Jason Ehrlich (Managing Director, Investments, Emigrant Partners)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
  • Carmen Elio (Chief Revenue Officer, Helix)
  • Ahmad El-Katib (Chief Product Officer, First Rate)
  • Paul Emery (Partner, Altas Partners)
  • John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
  • Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
  • Erkko Etula (CEO, Brooklyn Investment Group)
  • John Euart (Partner, McKinsey & Company)
  • Shannon Eusey (CEO, Beacon Pointe Advisors)
  • John Ezekowitz (Managing Director, Bain Capital)
  • Jackson Fallon (Managing Director, RIA Strategic Accounts, Private Wealth, Blue Owl Capital)
  • Mike Fanning (CEO, Advisor360)
  • Rafay Farooqui (CEO, SUBSCRIBE)
  • Steven Feldman (CEO, GBI)
  • Corey Fiedler (Chief Product Officer, Vestmark)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Heather Fortner (CEO, SignatureFD)
  • Michael Freudenstein (Partner, PJT Partners)
  • Mark Friedenthal (CEO, Tolerisk)
  • Ben Fulton (CEO, WEBs Investments)
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
  • Praveen Ghanta (CEO, Fraction.Work)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Eric Golden (CEO, Canopy Capital Group)
  • Charles Goldman (Executive Chairman, Orion Advisor Solutions)
  • Nick Good (President, Ascensus)
  • Alex Goodwin (CEO, Bridge)
  • Alex Goss (Co-CEO, NewEdge Advisors)
  • Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
  • Rich Grant (Partner, Cerity Partners Ventures)
  • Adam Gross (Chief Revenue Officer, Optifino)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Brad Haag (Executive Vice President, Asset Manager Solutions, SMArtX Advisory Solutions)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Jeff Haller (Senior Managing Director, Evercore)
  • Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
  • Jack Hansen (Partner, Altas Partners)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Robbie Heeger (CEO, Endaoment)
  • Magnus Helgason (Managing Director, GrowthCurve Capital)
  • Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • Kim Hill (Chief Financial Officer, Amplify Technology)
  • Mark Hoffman (Managing Director, SEI Investments Company)
  • Mike Hollander (Managing Director, GTCR)
  • Adam Holt (CEO, Asset-Map Holdings)
  • Anton Honikman (CEO, MyVest)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Eric Housman (President, Fifth Third Wealth Advisors)
  • Noelle Hozumi (Executive Vice President, Global Sales, Communify Fincentric)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Marc Irizarry (Partner, Republic Capital Group)
  • Craig Iskowitz (CEO, Ezra Group)
  • Shawn Jaberzadeh (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Clara Jackson (Managing Director, TA Associates)
  • Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
  • Amit Jain (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Era Jain (CEO, Zeplyn.ai)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital Private Equity)
  • Andrew Johnson (CEO, Testimonial IQ)
  • Ben Johnson (Managing Director, Asset Management Solutions, Morningstar)
  • Anders Jones (CEO, Facet)
  • Shruti Joshi (President, Facet)
  • Brad Joudrie (Chief Revenue Officer, Conquest Planning)
  • Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
  • Atul Kamra (Managing Partner, SixThirty Ventures)
  • Will Kangas (Partner, Wealth Strategy, PwC)
  • Kunal Kapoor (CEO, Morningstar)
  • Sonny Kapoor (CEO, OneDigitalTrust)
  • Mark Karasik (Business Head, United States Asset & Wealth Management, Fenchurch Advisory Partners)
  • Dave Karr (Chairman, Equitable Advisors)
  • Anish Karyat (Chief Markets Officer, Moment Technology)
  • Roland Kastoun (Partner, Asset & Wealth Management Consulting Solutions, PwC)
  • Mike Kazanjian (Chief Marketing Officer, FIDx, Envestnet)
  • Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Brendan King (CEO, Wavvest)
  • Jonathan Kingery (Business Head, United States Wealth Management, Franklin Templeton Investments)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • David Kleinhandler (CEO, Optifino)
  • Kevin Knull (President, TaxStatus)
  • Kirsten Knull (Chief Revenue Officer, AcquireUp)
  • Ari Koban (Business Head, Vise Aggregators, Vise Technologies)
  • Gregg Kobelski (Business Head, Wealth & Brokerage Platform Sales, Fidelity Institutional)
  • Bill Koehler (CEO, FCI Advisors)
  • Michael Konialian (CEO, Modern Life)
  • Michael Kopelman (Venture Partner, Armory Square Ventures)
  • Brian Kovack (CEO, Kovack Securities)
  • Eli Koven (Executive Vice President, Strategy & Operations, Moment Technology)
  • Brandon Krieg (Co-CEO, Stash Financial)
  • Nitya Kowtha (Managing Director, Partnerships, Willow)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
  • Stephen Kump (President, Donor Advised Funds, Foundation Source)
  • Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • Max Lane (CEO, Flourish)
  • John Langston (CEO, Republic Capital Group)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Mike Lecours (Co-Founder, fpPathfinder)
  • Michael Lee (Chief Sales Officer, Agent IQ)
  • Tom Lee (Co-President, Parametric Portfolio Associates)
  • Nate Lenz (CEO, Concurrent)
  • Patrick Leonard (Managing Director, Citigroup)
  • Vickie Lewin (Chief Growth Officer, Amplify Technology)
  • Andrew Lewis (Executive Vice President, Partnerships, Communify Fincentric)
  • Sam Lewis (CEO, Fruitful)
  • Bill Lorenz (Co-President, Advisor Teams, Indivisible Partners)
  • Rafael Loureiro (CEO, Wealth.Com)
  • Chris Loveless (President, O'Shaughnessy Asset Management)
  • Jane Ma (Managing Director, Moelis & Company)
  • Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company)
  • Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
  • Jud Mackrill (Co-Founder, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Satayan Mahajan (CEO, Datalign Advisory)
  • Rohit Mahna (Business Head, Client Growth, Fidelity Institutional)
  • Lou Maiuri (CEO, AssetMark Financial Holdings)
  • Paul Majerus (Partner, Republic Capital Group)
  • Priya Malani (CEO, Stash Wealth)
  • Manish Malhotra (CEO, Income Discovery)
  • Hasan Malik (Chief Strategy Officer, Edward Jones)
  • Peter Mallouk (CEO, Creative Planning)
  • Tom Manning (CEO, FL Putnam Investment Management Company)
  • Greg Mashinter (Partner, Peloton Capital Management)
  • Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
  • Mat Mathews (Chief Product & Engineering Officer, Advisor360)
  • Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
  • Kate McKinley (Chief Legal Officer, Allspring Global Investments)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Kapil Mehra (Business Head, Wealth Management, Mergers & Acquisitions, Financial Institutions Group, Investment Banking, RBC Capital Markets)
  • Doris Meister (CEO, Cove Hollow Advisors)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Eric Metz (President, SpiderRock Advisors)
  • Jerry Michael (President, Smartleaf)
  • Dave Michaud (Co-Business Head, United States Intermediary Distribution, Eaton Vance)
  • Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Ranjan Mishra (CEO, PCR)
  • Christian Mitchell (President, Cetera Solutions)
  • Chris Momsen (CEO, Summa Financial Technology)
  • John Moninger (Business Head, United States Distribution, Allspring Global Investments)
  • Kevin Moran (President, AlTi Tiedemann Global)
  • Colin Motley (Partner, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Vinay Nair (CEO, TIFIN Group)
  • Rob Nance (CEO, Dispatch)
  • Cheryl Nash (President, APL InvestCloud)
  • Michael Nathanson (CEO, Focus Financial Partners)
  • Nina Naydenova (Managing Director, Mergers & Acquisitions, Investment Banking, JP Morgan)
  • Daniel Needham (President, Morningstar Investment Management)
  • Rob Nelson (CEO, NorthRock Partners)
  • Liz Nesvold (Chair, Emigrant Partners)
  • Peter Nesvold (Managing Partner, Nesvold Capital Partners)
  • George Nichols (CEO, The American College)
  • Darby Nielson (Chief Investment Officer, Fidelity Institutional Wealth Services)
  • Peter Nolan (Executive Vice President, Strategic Sales & Partnerships, Pontera Solutions)
  • Bill Nook (Managing Director, Moelis & Company)
  • Mike Norman (President, Galliard Capital Management)
  • Rob O'Boyle (Chief Revenue Officer, Pure Facts Financial Solutions)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Eden Ovadia (CEO, Finny.ai)
  • Siddhartha Oza (Co-CEO, SoraFinance)
  • Anton Padmasiri (CEO, WealthOS)
  • Matt Pallai (Chief Investment Officer, Nomura Capital Management)
  • Lauren Palumbo (Chief Risk Officer, Prudential Annuities)
  • Stuart Parker (CEO, PGIM Investments)
  • Mark Patricof (CEO, Patricof Company)
  • Rob Pettman (President, Tifin Group)
  • Gary Pforzheimer (President, Planned Giving, Foundation Source)
  • Dan Picard (Managing Director, Alternative Products, Morgan Stanley Investment Management)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • Jakob Pizzera (Chief Operating Officer, OneVest)
  • Nick Platt (Chief Operating Officer, Kudu Investment Management)
  • John Plansky (Business Head, State Street Wealth Services)
  • Emil Polito (Board Member, First Rate)
  • Maurits Pot (CEO, Tema ETFs)
  • Alex Potts (President Emeritus, Buckingham Strategic Partners)
  • Johnny Poulsen (CEO, Income Lab)
  • Christina Quinn (Managing Director, Enterprise RIA, BlackRock)
  • Jason Quinn (Chief Operating Officer, Advisor360)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Larry Raffone (Chairman, Edelman Financial Engines)
  • Nick Raffone (Chief Financial Officer, Vise Technologies)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Sumit Rajpal (CEO, GrowthCurve Capital)
  • Max Rakhlin (Partner, Lightyear Capital)
  • Sid Ramakrishnan (Managing Director, Genstar Capital)
  • Ramesh Rao (Professor, Finance, McCombs School of Business)
  • Vishal Rawal (Partner, Strategy&, PwC)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Chelsea Reed (Managing Director, Republic Capital Group)
  • Michael Reed (Partner, Republic Capital Group)
  • Matt Regan (President, Wealthcare Capital Management)
  • Shannon Reid (President, Independent Contractors Division, Raymond James Financial)
  • Chaz Reiling (Chief Legal Officer, TradePMR)
  • Adam Rein (CEO, CapShift)
  • Adam Reinmann (CEO, Wendel NA)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Satricia Rice (Senior Managing Director, Private Client Group, Clearstead Advisors)
  • Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
  • Rita Robbins (President, Affiliated Advisors)
  • Lisa Roberts (Business Head, Wealth Management, Wilmington Trust)
  • Robert Roberts (Managing Director, New Mountain Capital)
  • Chip Robie (Chief Operating Officer, Eagle Capital Management)
  • Ben Robins (Managing Partner, TRIA Capital Partners)
  • Collin Roche (Co-CEO, GTCR)
  • James Rockwood (CEO, CapIntel)
  • Tony Rodrigues (Partner, Bain & Company)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Vestmark)
  • Rich Romano (CEO, FIDx)
  • Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Gary Roth (Co-CEO, Modern Wealth Management)
  • Michael Roth (Chief Product Officer, Digital Wealth, InvestCloud)
  • Tricia Rothschild (Operating Partner, Advent International)
  • April Rudin (CEO, The Rudin Group)
  • Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
  • Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
  • Tuppy Russo (Chief Technology Officer, Bernstein Private Wealth)
  • Debasis Sahu (Partner, Asset & Wealth Management Deals, PwC)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
  • Eric Satz (CEO, Alto Solutions)
  • Damian Scavo (CEO, Streetbeat)
  • Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
  • Michael Schnitman (Senior Managing Director, SLC Management)
  • Dave Schrohe (Partner, Convergency Partners)
  • Thomas Schulte (Partner, Financial Planning, Napier Financial)
  • Joe Schultz (Chief Client Officer, American Century Investments)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Manu Seth (Business Head, Fidelity Institutional Managed & Advisory Solutions)
  • Kabir Sethi (CEO, Kabir Sethi)
  • Patrick Shaddow (CEO, Syntax Data)
  • Jay Shah (CEO, Edelman Financial Engines)
  • Ruchit Shah (CEO, Council Oak Partners)
  • Sachin Shah (Managing Director, 55ip)
  • Yaela Shamberg (Chief Product Officer, Communify Fincentric)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • John Sharpe (President, Wing Financial)
  • Jack Sharry (Managing Director, SEI Investments Company)
  • Ian Sheridan (Managing Partner, Vestigo Ventures)
  • Estee Shor (Chief Operating Officer, Foundation Source Phianthropic Solutions)
  • Larry Shumbres (CEO, Archive Intel)
  • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
  • Brad Siegert (Partner, Ardea Partners)
  • Michael Simon (CEO, NDVR)
  • Darla Sipolt (Chief Client Officer, Allworth Financial)
  • Jeff Sippel (Chief Strategy Officer, Northwestern Mutual)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Marshall Smith (Managing Director, First Rate Ventures)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Ammer Soliman (Co-Founder, Moment Technology)
  • Matt Somma (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
  • Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
  • Jenny Souza (CEO, Emigrant Partners)
  • Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
  • Peter Spinelli (Business Head, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
  • Shannon Spotswood (CEO, RFG Advisory)
  • Jenny Spradling (CEO, FreeWill)
  • John Stadtler (Partner, Financial Services, PwC)
  • Mike Stanley (Chief Financial Officer, MyVest)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stein (CEO, Warmer)
  • Brian Stern (Partner, Growth Equity, Declaration Partners)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Ken Stern (President, Lido Advisors)
  • Dave Stone (CEO, RetireOne)
  • Matt Straut (Managing Director, RIA Channel, Blue Owl Capital)
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
  • Steve Swain (Partner, Centana Growth Partners)
  • Mark Swan (CEO, Nevis Wealth)
  • Wilbur Swan (CEO, Catchlight)
  • Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
  • Andrew Tarver (President, Private Markets Account Network, InvestCloud)
  • Darren Tedesco (President, Advisor360)
  • Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
  • Eric Thomes (CEO, Allianz Life Financial Services)
  • Chris Todd (CEO, Envestnet)
  • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
  • Bonnie Tomczak (CEO, Northwestern Mutual Wealth Management Company)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
  • Adriana Tullman (Managing Partner, Peak Altitude Partners)
  • Neil Turner (Co-CEO, NewEdge Advisors)
  • Paul Uhlman (President, Federated Securities Corporation)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Frank Vallario (Senior Managing Director, rpmAUM)
  • Pete VanDeventer (Managing Director, The Goldman Sachs Group)
  • Kyle VanFleet (Managing Director, Americas, Asset Management Investment Banking, The Goldman Sachs Group)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Laura Varas (CEO, Hearts & Wallets)
  • Samir Vasavada (CEO, Vise Technologies)
  • Dan Vene (Managing Partner, Investment Solutions, iCapital Network)
  • GV Vincent (Senior Partner, Deloitte Consulting)
  • Gaurav Vohra (Managing Director, Fintech, Wealth & Asset Management, Investment Banking, JP Morgan)
  • Kapin Vora (President, Digital Wealth, InvestCloud)
  • Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
  • Kendrick Wakeman (CEO, WealthTech Strategy Partners)
  • Fred Waldman (Partner, North American Distribution, UpMarket)
  • Corey Walther (President, Allianz Life Financial Services)
  • Alex Weiss (President, Napier Financial)
  • Jason Wenk (CEO, Altruist)
  • Scott White (CEO, FMG Suite)
  • Justin Whitehead (CEO, Pebble Finance)
  • Jim Wiandt (Partner, Stack Ventures)
  • Jim Wiandt (Partner, Stack Ventures)
  • Craig Wietz (President, First Rate)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Weston Wilkinson (Partner, Investcorp)
  • Spencer Williams (CEO, Retirement Clearinghouse)
  • Sean Wing (CEO, Wing Financial)
  • David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
  • John Wise (CEO, Communify Fincentric)
  • Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
  • J. Womack (Chief Product Officer, SEI Investments Company)
  • Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
  • Jeff Yabuki (CEO, InvestCloud)
  • Helen Yang (CEO, Andes Risk)
  • Alaoui Zenere (Managing Director, Equity Capital Markets, JP Morgan)
  • Victor Zhang (Chief Investment Officer, American Century Investments)
  • Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company)
  • Dan Zitting (CEO, Nitrogen)
  • Vadim Zlotnikov (President, Fidelity Institutional)
  • Ross Znavor (President, Vise Technologies)
  • Yoav Zurel (CEO, Pontera Solutions)
   

 

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.


Tiburon CEO Summit XLVII: Attendee List

Tiburon is pleased to announce that the following 352 Tiburon members attended Tiburon CEO Summit XLVII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
  • Brent Abrahm (CEO, Accruit)
  • Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
  • Sabine Adams (Managing Director, First Rate)
  • Rohit Agarwal (Co-CEO, Sora Finance)
  • Omar Aguilar (CEO, Charles Schwab Investment Management)
  • Jillian Altamura (Managing Director, Platform Partnerships, iCapital)
  • Mary Athridge (Managing Director, Asset Management, Wealth Management, & Investment Research, Media Relations, The Goldman Sachs Group)
  • Steve Atkinson (Managing Director, Admired Leadership)
  • Kate Baird (Managing Director, Trading & Rebalancing, First Rate)
  • Ananya Balaram (Chief Revenue Officer, Vestmark)
  • Robb Baldwin (CEO, TradePMR)
  • Cody Barbo (CEO, Trust & Will)
  • Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
  • Noreen Beaman (CEO, East Bay Executive Coaching & Consulting)
  • Michael Bell (CEO, Meketa Capital)
  • David Benskin (CEO, Wealth Access)
  • Patrick Berry (Partner, Flyover Capital)
  • Raj Bhattacharyya (CEO, Robertson Stephens)
  • Harshendu Bindal (Managing Director, Digital Strategy & Wealth Management, Franklin Templeton Investments)
  • Amma Boateng (Managing Director, Financial Advisor Services, The Vanguard Group)
  • Matt Boersen (Managing Partner, Straight Path Wealth Management)
  • Mike Boese (CEO, Hearsay Systems)
  • Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
  • Dave Bordeau (Managing Director, Berkshire Partners)
  • Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
  • Susan Brandeis (Chief Financial Planning Officer, Pure Financial Advisors)
  • Ben Brigeman (Strategic Advisor, Genstar Capital)
  • Caleb Brown (CEO, New Planner Recruiting)
  • Emily Brown (Chief Financial Officer, Wilshire Advisors)
  • Matt Brown (CEO, CAIS)
  • Zach Buchwald (CEO, Russell Investments)
  • Randy Bullard (Business Head, Wealth Management, Charles River Development)
  • John Bunch (CEO, Allworth Financial)
  • Lawrence Calcano (CEO, iCapital)
  • Stacie Calder (Executive Vice President, Marketing & Distribution, North America, Conquest Planning)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • David Canter (CEO, Finley Point Strategy)
  • Mike Capelle (Co-CEO, Modern Wealth Management)
  • Bill Capuzzi (CEO, Apex Fintech Solutions)
  • Blake Cargill (Partner, Republic Capital Group)
  • Meg Carpenter (CEO, FiComm Partners)
  • Michael Carvin (CEO, SmartAsset)
  • Bob Casey (Partner, Partners Fund Capital)
  • Sounak Chatterjee (Business Head, Product & Client Solutions, Individual Retirement Solutions, Insight Investment)
  • Grace Chen (CEO, UpMarket)
  • Steve Chen (CEO, NewRetirement)
  • Alessandro Chesser (CEO, Dynasty)
  • Mike Cklamovski (President, Northern California, Wealth Management, Northern Trust)
  • Brendan Clark (CEO, Clark Capital Management Group)
  • Eric Clarke (Former CEO, Orion Advisor Solutions)
  • Colin Close (President, Community Fincentric)
  • Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
  • Chris Condelles (Deputy Chief Financial Officer, FS Investments)
  • Ziv Conen (Partner, New Era Capital Partners)
  • Randy Conner (President, Churchill Management Group)
  • Eve Cout (Managing Director, Global Corporate Strategy, BlackRock)
  • Susie Cranston (President, Cresset Capital Management)
  • Rob Crnkovic (Chief Revenue Officer, CapIntel)
  • Ben Cruikshank (President, Flourish)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Chris Curtis (Partner, Cerity Partners)
  • Jeff Cusack (President, RetireOne)
  • Pam Cytron (President, The Founders Arena)
  • Lou D'Addario (Chief Revenue Officer, Foundation Source)
  • Katie D'Angelo (Business Head, Wealth & Investment Management Partnership, Allspring Global Investments)
  • Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
  • Andrew D'Anna (Managing Director, Retail Experience & Specialized Relationships, Schwab Investor Services)
  • Cat Davies (CEO, Innovayte)
  • Jason DeBono (President, NuView Trust Company)
  • Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
  • Amy DeTolla (CEO, Aureus Advantage)
  • Dave DeVoe (Managing Partner, DeVoe & Company)
  • Ryan Diachok (CEO, Geneos Wealth Management)
  • Rob Dilbone (Managing Director, TradePMR)
  • Mike Doherty (Business Head, Wealth Management, UBS Investment Bank)
  • Kevin Dolsen (Chief Distribution Officer, Polen Capital Management)
  • Abby Domine (Chief Marketing Officer, Flourish)
  • Raj Doshi (President, April)
  • Jim Dowd (CEO, North Capital Private Securities)
  • John Dowd (CEO, Fiduciary Trust Company International)
  • Niya Dragova (CEO, Candor)
  • Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Ryan Eisenman (CEO, Arch)
  • Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
  • Jason Eiswerth (CEO, Canoe Intelligence)
  • Ahmad El-Katib (Chief Product Officer, First Rate)
  • Leah Emkin (Chief Customer Officer, Wilshire Advisors)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Vic Esclamado (Partner, Republic Capital Group)
  • Colin Falls (CEO, GeoWealth Management)
  • Michael Falcon (CEO, Eagle Capital Management)
  • Mike Fanning (CEO, Advisor360)
  • Alex Farman-Farmaian (Co-Founder, Compound Planning)
  • John Faustino (Business Head, Retirement Products, Broadridge Financial Solutions)
  • April Ferrell (Managing Director, Business Development, Investments & Wealth Institute)
  • Tom Fickinger (President, Indivisible)
  • Terri Fiedler (President, Retirement Services, Corebridge Financial)
  • Markus Fischer (Business Head, Corporate & Strategic Business Development, The Vanguard Group)
  • Alex Forrey (Partner, Kohlberg & Company)
  • Heather Fortner (CEO, SignatureFD)
  • Michael Freudenstein (Partner, PJT Partners)
  • Mark Friedenthal (CEO, Tolerisk)
  • John Furey (Managing Partner, Advisor Growth Strategies)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • Andres Garcia-Amaya (CEO, Zoe Financial)
  • George Gerhard (Managing Partner, Trivium Point Advisory)
  • Krista Gibson (President, VALIC Financial Advisors, Corebridge Financial)
  • Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
  • Dave Goldman (Chief Business Officer, Pontera Solutions)
  • Vlad Golyk (Partner, McKinsey & Company)
  • Alex Goss (Co-CEO, NewEdge Advisors)
  • Daniel Gourvitch (President, Mercer Advisors)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Jesse Gurevich (Chief of Staff, VRGL)
  • Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
  • Jim Hale (CEO, Columbus Strategic Advisors)
  • Jeff Haller (Senior Managing Director, Evercore)
  • Kareem Hamady (CEO, AltExchange)
  • Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
  • Scott Hanson (Vice Chairman, Allworth Financial)
  • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
  • Scott Harrigan (CEO, Alto Securities)
  • Ben Harrison (Managing Director, Wealth Solutions, Pershing)
  • Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
  • Paul Hatch (CEO, Vestria Capital)
  • Tom Haught (CEO, Sequoia Financial Group)
  • Paul Havens (Executive Managing Director, DriveWealth)
  • Kate Healy (CEO, AdvoKate)
  • Robbie Heeger (CEO, Endaoment)
  • Magnus Helgason (Managing Director, GrowthCurve Capital)
  • Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
  • Ray Hennessey (CEO, Vocatus)
  • Pete Hess (President, PureFacts Financial Solutions)
  • Colin Higgins (CEO, Summitry)
  • Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
  • Deniqua Hill (Chief Administrative Officer, First Rate)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Erich Holland (Executive Managing Director, SEI Investments Company)
  • Mike Hollander (Managing Director, GTCR)
  • Adam Holt (CEO, Asset-Map Holdings)
  • Laura Holt (CEO, WealthTech Matchmaker)
  • Anton Honikman (CEO, MyVest)
  • Jamie Hopkins (CEO, Bryn Mawr Capital Management)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Matt Hostasa (Managing Director, Advisor Sales, Goldman Sachs Asset Management)
  • Dave Hubbard (CEO, Exemplar Financial Network)
  • Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
  • Craig Iskowitz (CEO, Ezra Group)
  • Marc Irizarry (Partner, Republic Capital Group)
  • Shawn Jaberzadeh (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Bryan Jacobi (Managing Director, West Coast RIA Sales, Goldman Sachs Asset Management)
  • Era Jain (CEO, Zeplyn.ai)
  • Seth Johnson (Business Head, Billing Development, Envestnet)
  • Anders Jones (CEO, Facet)
  • Shruti Joshi (President, Facet)
  • Sam Kang (President, DAFgiving360)
  • Will Kangas (Partner, Financial Services, PwC Strategy&)
  • Kunal Kapoor (CEO, Morningstar)
  • Catherine Keating (CEO, BNY Mellon Wealth Management)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
  • Rick Kent (CEO, Merit Financial Advisors)
  • Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
  • Michael Kim (CEO, AssetMark Financial Holdings)
  • Sarah Kim (Partner, Centana Growth Partners)
  • Kevin King (Partner, 53 Stations)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Paul Klauder (Executive Vice President, United States Advisor Solutions, SEI Investments Company)
  • Brad Knapp (President, Clearstead Advisors)
  • Kevin Knull (President, TaxStatus)
  • Ari Koban (Business Head, Vise Aggregators)
  • Gregg Kobelski (Business Head, Wealth & Brokerage Platform Sales, Fidelity Institutional)
  • Tim Kochis (CEO, Kochis Global)
  • Jarrod Koenig (Co-Founder, Warmer)
  • Michael Konialian (CEO, Modern Life)
  • Christina Kopec Rooney (Managing Director, Digital Strategy, The Goldman Sachs Group)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Stephen Kump (CEO, Charityvest)
  • Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
  • Sean Lambert (President, San Diego & Baja, Youth with a Mission)
  • John Langston (CEO, Republic Capital Group)
  • David Lau (CEO, DPL Financial Partners)
  • Bob Leaper (Chief Sales Officer, Smartleaf)
  • Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
  • Ran Leshem (Co-Business Head, Aperio Group)
  • Cynthia Lo Bessette (Business Head, Digital Asset Management, Fidelity Investments)
  • Akhil Lodha (CEO, StratiFi Technologies)
  • Richard Lofgren (Managing Director, Senior Relationship Management, RIA Segment, Goldman Sachs)
  • Randy Long (Chairman, SageView Advisory Group)
  • John Longley (CEO, SageView Advisory Group)
  • Rebecca Lynn (Partner, Canvas Ventures)
  • Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
  • Scott MacKenzie (President, Canadian Brokerage, Fidelity Investments)
  • Jud Mackrill (CEO, Milemarker)
  • Rob Madej (CEO, PureFacts Financial Solutions)
  • Nayan Madhamshettiwar (Managing Director, First Rate)
  • Daniel Magliocco (Partner, Patricof Company)
  • Satayan Mahajan (CEO, Datalign Advisory)
  • Lou Maiuri (CEO, AssetMark Financial Holdings)
  • Manish Malhotra (CEO, Income Discovery)
  • Ritik Malhotra (CEO, Savvy Wealth)
  • Jade Mandel (Managing Director, Godman Sachs Venture Capital & Growth Equity)
  • Brian Marchiel (Chief Product Officer, MyVest)
  • Jeff Marsden (Chief Product Officer, PureFacts Financial Solutions)
  • Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
  • Phil McInnis (Chief Investment Strategist, Avantis Investors)
  • Patrick McKenna (Executive Chairman, Facet)
  • David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
  • Runik Mehrotra (President, Vise Technologies)
  • Doris Meister (CEO, Wilmington Trust)
  • Ed Mercier (Chief Operating Officer, RetireOne)
  • Rick Meyers (Executive Managing Director, Client & Advisory, Bernstein Private Wealth Management)
  • Jerry Michael (President, Smartleaf)
  • Megan Miller (Business Head, Custom Separately Managed Accounts & Options, Allspring Global Investments)
  • Stan Milovancev (President, CBIZ Investment Advisory Services)
  • Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
  • Patrick Moeller (CEO, Entrustody)
  • Colin Motley (Managing Director, Technology, Media, & Telecom Vertical, Bain Capital Private Equity)
  • Joe Mrak (CEO, Foundation Source)
  • Mohan Naidu (CEO, Alphathena)
  • Cheryl Nash (President, APL InvestCloud)
  • Charlie Nelson (CEO, Nelson Advisory Services)
  • Rob Nelson (CEO, NorthRock Partners)
  • Joe Nestlerode (Partner, Alpha FMC)
  • Liz Nesvold (Chairman, Emigrant Partners)
  • Peter Nesvold (Senior Advisor, Republic Capital Group)
  • Mark Nitzberg (Executive Director, Center for Human-Compatible Artificial Intelligence, University of California at Berkeley)
  • Simon Nocera (Managing Partner, Lumen Global Investments)
  • Peter Nolan (Executive Vice President, Strategic Sales & Partnerships, Pontera Solutions)
  • Bill Nook (Managing Director, Moelis & Company)
  • Marianne O (Partner, Lumen Global Investments)
  • Ryan O'Connor (CEO, Global X ETFs)
  • Chris Ollendike (Executive Vice President, Enterprise Technology Sales, SMArtX Advisory Solutions)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Mike O'Reilly (President, Fidelity Digital Assets)
  • Bob Oros (CEO, Hightower Holding)
  • Siddhartha Oza (Co-CEO, Sora Finance)
  • Ron Pac (Managing Partner, Trivium Point Advisory)
  • Neil Pardasani (Senior Partner, Boston Consulting Group)
  • Russell Parker (Chief Strategy Officer, RetireOne)
  • Ryan Parker (CEO, EP Wealth Advisors)
  • Darshan Patel (Chief Financial Officer, Facet)
  • Yon Perullo (CEO, RiXtrema)
  • Jon Pincus (CEO, SMArtX Advisory Solutions)
  • Michael Pinsker (President, Docupace Technologies)
  • Christina Quinn (Managing Director, Enterprise RIA, Wealth Business, BlackRock)
  • Govinda Quish (Business Head, Wealth Management Product, MSCI)
  • Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
  • Matt Radgowski (CEO, Halo Investing)
  • Dean Rager (Chief Operating Officer, Geneos Wealth Management)
  • Sumit Rajpal (CEO, GrowthCurve Capital)
  • Laxmi Ramanath (CEO, La Meer)
  • Prab Reddy (Founding Partner, Stride Growth Partners)
  • Patrick Reed (CEO, YourStake.Org)
  • Matt Regan (President, Wealthcare Capital Management)
  • Chaz Reiling (Chief Risk Officer, TradePMR)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Larry Restieri (Business Head, Goldman Sachs Ayco)
  • Tom Rieman (CEO, Practice Intel)
  • Savina Rizova (Co-Chief Investment Officer, Dimensional Fund Advisors)
  • Alex Robinson (CEO, Juniper Square)
  • Collin Roche (Co-CEO, GTCR)
  • James Rockwood (CEO, CapIntel)
  • Karl Roessner (CEO, Vestmark)
  • Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Graham Rose (Senior Partner, Financial Investors Practice, Americas, Bain & Company)
  • Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Michael Roth (Chief Product Officer, Digital Wealth, InvestCloud)
  • Trish Rothschild (CEO, Oehme Rothschild)
  • April Rudin (CEO, The Rudin Group)
  • Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
  • Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
  • Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)
  • Debasis Sahu (Partner, Asset & Wealth Management Consulting, PwC Strategy&)
  • Andrew Salesky (Managing Director, Stock Plan Services & Workplace Financial Services Digital, The Charles Schwab Corporation)
  • Tony Salewski (Managing Partner, Genstar Capital)
  • Eric Satz (CEO, Alto Solutions)
  • Damian Scavo (CEO, Streetbeat)
  • Dave Schrohe (Partner, Convergency Partners)
  • Jeff Schwantz (Chief Revenue Officer, Advisor360)
  • Jason Schwarz (Deputy CEO, Wilshire Advisors)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Mike Sha (CEO, SigFig)
  • Sneha Shah (Business Head, New Business Ventures, SEI Investments Company)
  • Tim Shannon (President, CAIS)
  • Andy Shapiro (Managing Director, PJT Partners)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Michael Sidgmore (Partner, Broadhaven Ventures)
  • Brad Siegert (Partner, Ardea Partners)
  • Madeleine Sinclair (Managing Director, North American Distribution, Private Wealth, Blue Owl Capital)
  • Jeff Sippel (Chief Strategy Officer, Northwestern Mutual)
  • Babu Sivadasan (CEO, Jiffy.ai)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • David Snider (CEO, Harness)
  • Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
  • Jenny Souza (CEO, Emigrant Partners)
  • Shannon Spotswood (CEO, RFG Advisory)
  • Sallie Squire (Chief Operations Officer, Allspring Global Investments)
  • Paul Stamas (Managing Director, Financial Services, General Atlantic)
  • Robert Stark (CEO, Nomura Capital Management)
  • Jon Stein (CEO, Warmer)
  • Andy Stewart (CEO, Wilshire Advisors)
  • Bill Stone (CEO, SS&C Technologies Holdings)
  • Dave Stone (CEO, RetireOne)
  • Jing Su (Executive Vice President, Golden Gate Capital)
  • Wilbur Swan (CEO, Catchlight)
  • Darren Tedesco (President, Advisor360)
  • Brian Thomas (Managing Director, Wilshire Advisors)
  • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
  • Will Tsai (Chief Operating Officer, Equitable Advisors)
  • Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
  • Jennifer Valdez (President, Americas, Intelliflo)
  • Kara Valentine (Managing Director, HNW & RIA, The Rudin Group)
  • Bill VanLaw (CEO, WVL Group)
  • Wim Van Lerberghe (CEO, Advintro)
  • Rusty Vanneman (Chief Investment Officer, Orion Portfolio Solutions)
  • Swati Verma (Chief Commercial Officer, State Street Alpha)
  • Scott Victoria (Chief Operating Officer, TradePMR)
  • Christina Viglietta (Chief Operating Officer, Bento Engine)
  • Kapin Vora (President, Digital Wealth, InvestCloud)
  • Michael Vossler (Chief Revenue Officer, Docupace Technologies)
  • Mike Watson (Business Head, Axos Advisor Services)
  • Greg Weiss (Managing Director, Wealth Customized Solutions, Goldman Sachs Asset Management)
  • Molly Weiss (President, Wealth Management Platform, Envestnet)
  • Jason Wenk (CEO, Altruist)
  • Tim White (Chief Growth Officer, Wealth.Com)
  • Jim Wiandt (Partner, Stack Ventures)
  • Conor Wilkes (Chief Operating Officer, Summitry)
  • Tarah Williams (President, Prospera Financial Services)
  • David Wiley III (President, Wiley Brothers-Aintree Capital)
  • Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
  • Alex Wolf (Managing Partner, Partners Fund Capital)
  • Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Walter Wright (Managing Director, Americas Analytics, MSCI)
  • Zofia Wright (Partner, Sierra Investment Management)
  • Mike Wunderli (Managing Director, Echelon Partners)
  • Jeff Yabuki (CEO, InvestCloud)
  • Helen Yang (CEO, Andes Risk)
  • Ross Znavor (President, Vise Technologies)
  • Yoav Zurel (CEO, Pontera Solutions)
   

 

Tiburon CEO Summit XLVI: April 8-10, 2024

Tiburon CEO Summit XLVI was held April 8-10, 2024 at the InterContinental Boston Hotel, Boston, MA. Tiburon CEO Summit XLVI officially started at 7:45am on Tuesday, April 9, 2024, include a group dinner that night, and finished at 1:00pm on Wednesday, April 10, 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 XLVI included speakers David Abbott (President, Cambridge International Partners); Rudy Adolf (Former CEO, Focus Financial Partners); Rohit Agarwal (Co-CEO, SoraFinance); Omar Aguilar (CEO, Charles Schwab Investment Management); Amar Ahluwalia (CEO, OneVest); Charles Almond (CEO, TaxStatus); Haig Ariyan (CEO, Arax Investment Partners); Jason Barsema (President, Halo Investing); Nick Beim (Partner, Venrock); Adam Blumberg (Co-Founder, Interaxis); Jim Brown (Managing Partner, Long Ridge Equity Partners); Kate Burke (President, Allspring Global Investments); Dave Butler (Co-CEO, Dimensional Fund Advisors); Joseph Chalom (Business Head, Strategic Ecosystem Partnerships, BlackRock); Kevin Charleston (CEO, Loomis, Sayles, & Company); Grace Chen (CEO, UpMarket); Steven Chubak (Managing Director, Wolfe Research); Roman Ciosek (Partner, Hightower Westchester); Dan Clifton (Partner, Strategas Research Partners); Anya Coverman (CEO, Institute for Portfolio Alternatives (IPA)); Ben Cukier (Partner, Centana Growth Partners); Scott Curtis (President, Private Client Group, Raymond James Financial); Pete Czerepak (Senior Partner, Global Wealth & Asset Management, Boston Consulting Group); Dana D'Auria (President, Envestnet Solutions); Bryan Dori (CEO, Archer IMS); Gerard du Toit (Senior Partner, Bain & Company); Mark Evans (CEO, Conquest Planning); Michael Finke (Professor, Wealth Management, The American College of Financial Services); Matt Fleissig (CEO, Pathstone); Michael Freudenstein (Partner, PJT Partners); Teddy Fusaro (President, Bitwise Asset Management); Daniel Gamba (President, Northern Trust Asset Management); Aaron Gordon (President, Hornor, Townsend, & Kent); Jason Gurandiano (Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets); Tim Harrison (CEO, Harrison Financial Services); Shruti Joshi (President, Facet Wealth (DBA Facet)); Bill Kelly (CEO, Chartered Alternative Investment Analyst Association (CAIA Association)); Robert Kirk (CEO, InterGen Data); Eric Kittner (CEO, Moneta Group Investment Advisors); Mike LaMena (CEO, Wealthspire Advisors); John Langston (CEO, Republic Capital Group); Jed Laskowitz (Business Head, Asset Management Solutions, JP Morgan Asset & Wealth Management); Ron Lieber (Columnist, Your Money, The New York Times Company); Julie Littlechild (CEO, Absolute Engagement); John Longley (CEO, SageView Advisory Group); Rohit Mahna (Business Head, Client Growth, Fidelity Institutional Wealth Management Services); Taylor Matthews (CEO, Farther); Max Maxworthy (Co-Business Head, Technology Investment Banking, DA Davidson & Company); Kevin McVeigh (Managing Director, Global Research, UBS Securities); Doris Meister (CEO, Wilmington Trust); David Musto (CEO, Ascensus); Rob Nance (CEO, Dispatch); Michael O'Reilly (President, Fidelity Digital Assets); Patrick O'Shaughnessy (Managing Director, Capital Markets, Raymond James Financial); Arvind Purushotham (Business Head, Citi Ventures); Ganesh Rao (Managing Director, Thomas Lee Partners); Shannon Reid (President, Independent Contractors Division, Raymond James Financial); Karl Roessner (CEO, Vestmark); Paul Saganey (CEO, Integrated Partners); David Schamis (Founding Partner, Atlas Merchant Capital); Robert Seber (Partner, Vinson & Elkins); Lauren Seidman (Managing Director, Stone Point Capital); Michael Simon (CEO, NDVR); Christine Simone (CEO, Caribou); Robert Sofia (CEO, Snappy Kraken); Mitch Spector (Partner, FinTech, Berkshire Global Advisors); Joe Stensland (CEO, BridgeFT); Brian Stern (Partner, Growth Equity, Declaration Partners); Matt Streisfeld (Partner, Oak HC/FT); Brett Tejpaul (Business Head, Institutional, Coinbase Global); Ryan VanGorder (CEO, Opto Investments); Steven Wang (CEO, dub); Matt Watson (CEO, Origin Financial); Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company); Vadim Zlotnikov (President, Fidelity Institutional); & others. Tiburon CEO Summit XLVI also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVI Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLVI 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 XLVI 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 XLVI.


Tiburon CEO Summit XLVI: Attendee List

Tiburon is pleased to announce that the following 380 Tiburon members attended 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)
   

 

 

Prior Tiburon CEO Summits

As noted above, details on prior Tiburon CEO Summits are also available here:
Most Recent, (2022-2023), 2020-2021, 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.