Tiburon CEO Summit LI: October 19-21, 2026
Tiburon CEO Summit LI was held October 19-21, 2026 at the InterContinental Hotel in Boston, MA. Tiburon CEO Summit LI began with a welcome reception on Monday, October 19, 2026, at 5:00pm at the InterContinental Hotel, Boston, MA, continued with the core meeting agenda at 7:00am on Tuesday, October 20, 2026, including a group dinner that night, and finished at 1:00pm on Wednesday, October 21, 2026. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Tiburon CEO Summit LI 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 LI included speakers:
- Amar Ahluwalia (CEO, OneVest)
- Andrew Altfest (CEO, FP Alpha)
- Jenn Anderson (Chief Marketing Officer, Hightower Advisors)
- Lee Andreatta (CEO, Advyzon Investment Management)
- Joe Anthony (President, Gregory)
- Sinisa Babcic (Partner, Wealth Management Business Consulting, Ernst & Young)
- Eric Becker (Co-Chairman, Cresset Capital Management)
- Kirk Bell (President, Raymond James Financial Services, Raymond James Financial)
- Michael Bell (CEO, Meketa Capital)
- Rishi Bharathan (CEO, WiserAdvisor)
- Cobi Blumenfeld-Gantz (CEO, Chapter)
- Jeff Brand (Managing Director, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Sean Brown (CEO, YCharts)
- Daniel Brujis (Managing Director, Reverence Capital Partners)
- Mark Bruno (Managing Director, Emigrant Partners)
- Randy Bullard (Business Head, Investment Management, Hightower Advisors)
- Andrew Cedar (Partner, Long Ridge Equity Partners)
- Steve Chen (CEO, Boldin)
- Dave Christensen (CEO, FMG Suite)
- Kevin Cimring (CEO, Ovation Ventures)
- Brendan Clark (CEO, Clark Capital Management Group)
- Alan Clopine (Executive Chairperson, Pure Financial Advisors)
- Lauren Clough (CEO, bQuest)
- Reed Colley (President, Orion Advisor Technology, Orion Advisor Solutions)
- Matt Cooper (CEO, Beacon Pointe Advisors)
- Jeff Coyle (CEO, Libretto)
- Amy Cunningham (Partner, (DBA Republic Capital Group), Partners Solutions Capital Group)
- Amy DeTolla (CEO, Aureus Advantage)
- Carlos Diez (CEO, MarketGrader)
- Peter Dun (CEO, Feathery)
- Pat Fels (Partner, Americas, Financial Institutions Group, Investment Banking, The Goldman Sachs Group)
- Daniel Gamba (Co-President, Franklin Templeton)
- Dan Glaser (Operating Partner, Clayton, Dubilier, & Rice (CD&R), Chairman, Focus Financial Partners)
- Max Goldman (CEO, Carefull)
- Alex Goodwin (CEO, Bridge)
- Ralph Haberli (CEO, Edelman Financial Engines)
- Adam Halpern-Leistner (Partner, Hellman & Friedman)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Alex Hargrove (CEO, Hargrove MSO)
- Matt Harris (Partner, Bain Capital Ventures, Bain Capital)
- Ken Hoffman (President, Optima Group, Dynasty Financial Partners)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
- Ian Karnell (CEO, VastAdvisor)
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
- Max Klein (CEO, LEA Technologies)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Max Lane (CEO, Flourish)
- David Lau (CEO, DPL Financial Partners)
- Rob Madej (CEO, PureFacts Financial Solutions)
- Ana Mahony (CEO, Addition Wealth)
- Matt Matrisian (President, Signature Estate and Investment Advisors (SEIA))
- Tom McCarthy (Chief Distribution Officer, DPL Financial Partners)
- Runik Mehrotra (Co-CEO, Vise Technologies)
- Jerry Michael (President, Smartleaf)
- Christian Mitchell (President, Cetera Solutions, Cetera Holdings)
- Dennis Moore (CEO, Financial Planning Association (FPA))
- Vince Morris (President, OneDigital)
- Alexandra Mysoor (CEO, Alix)
- Giezi Nino (Campus Director, San Diego & Baja, Youth with a Mission)
- Bill Nook (Managing Director, Moelis & Company)
- Channing Olsen (Chief Operating Officer, Private Client, Wealthspire Advisors)
- Matt Radgowski (CEO, Halo Investing)
- Dan Raju (CEO, Tradier)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Adam Rein (Co-Founder, CapShift)
- Karl Roessner (CEO, Vestmark)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- Rich Rosenbaum (Chief Investment Officer, Aquiline Capital Partners, Aquiline Holdings)
- Brian Ross (CEO, Flyer Financial Technologies)
- Dante La Ruffa (Partner, Venture Capital, Aquiline Capital Partners)
- Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
- Brian Saunders (Business Head, United Kingdom & Europe, Atlas Merchant Capital)
- Skip Schweiss (CEO, Sierra Investment Management)
- Sunay Shah (Managing Director, Business Development & Partnerships, OneVest)
- Gaurav Sharma (CEO, Capitalize)
- Brad Smithy (President, Wealth Management, Elevation Point)
- David Snider (CEO, Harness Wealth)
- Dane Snowden (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Robert Sofia (CEO, Snappy Kraken)
- Michael Spellacy (Managing Director, Financial Services Industry, Alvarez & Marsal)
- Jon Stern (Partner, Berkshire Global Advisors)
- Darren Tedesco (President, Advisor360)
- John Timoni (Partner, Republic Capital Group)
- Brad Walker (Co-President, CAIS)
- Tom Walrond (President, Private Client Group, Raymond James & Associates)
- Ed Walters (President, World Investment Advisors)
- Craig Wietz (President, First Rate)
- David Winokur (Partner, Clayton, Dubilier & Rice)
- Justin Wisz (Founder, Thicket Ventures)
- Rick Wurster (CEO, The Charles Schwab Corporation)
Tiburon CEO Summit L also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit LI Keynote Presentation Webinar
Chip Roame's Tiburon CEO Summit LI Keynote Presentation focused on United States Wealth & Investment 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 delivers the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit LI in Boston, MA
Tiburon CEO Summit LI 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 LI photo gallery.
Tiburon Managing Partner Chip Roame and Tiburon CEO Summit LI attendees at the InterContinental Hotel in Boston, MA
Tiburon CEO Summit LI: Attendee List
Tiburon is pleased to announce that the following 527 Tiburon members attended Tiburon CEO Summit LI:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Jen Abate (Senior Managing Director, RIA Strategy, Private Wealth, The Blackstone Group)
- Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
- Neil Abromavage (Managing Director, Global Asset & Wealth Management, TD Cowen)
- Alvi Abuaf (Partner, Motive Partners)
- Arianne Adams (Managing Director, Product Strategy, Charles Schwab)
- James Amen (Managing Director, Wealth Management, Ardea Partners)
- Mike Abelson (Executive Vice President, Strategic Partnerships, AssetMark Financial Holdings)
- Amar Ahluwalia (CEO, OneVest)
- Andrew Altfest (CEO, FP Alpha)
- Andina Anderson (Managing Director, Digital Solutions, Cetera Holdings)
- Jenn Anderson (Chief Marketing Officer, Hightower Holding)
- Sam Anderson (Chief Capital Officer, Dynasty Financial Partners)
- Lee Andreatta (CEO, Advyzon Investment Management)
- Joe Anthony (President, Gregory)
- Anthony Aulisa (Chief Operating Officer, Wealthie)
- Megan Averitt (Chief of Staff, Franklin Templeton)
- Sinisa Babcic (Partner, Wealth Management Business Consulting, Ernst & Young)
- Rashmi Badwe (Chief Operating Officer, TIAA Wealth Management & Advice Solutions)
- Sabrina Bailey (President, Foundation Source Philanthropic Solutions)
- Will Bailey (President, APAC, Communify)
- Wayne Baker (Chief Investment Officer, TIAA Ventures, TIAA)
- Ananya Balaram (Chief Revenue Officer, Advisor360)
- Ramnath Balasubramanian (CEO, JAB Institutional, JAB Insurance)
- Cody Barbo (CEO, Trust & Will)
- David Barnard (CEO, Luminary Platforms)
- Karen Barrett (CEO, Unbiased)
- Ryan Barrows (Business Head, Broker/Dealer Channel, Financial Advisor Services, The Vanguard Group)
- Simon Bartletta (Managing Director, Asset & Wealth Management, Alvarez & Marsal)
- Brady Beals (Chief Investment Officer, Luma Financial Technologies)
- Noreen Beaman (Founder, East Bay Executive Consulting)
- Eric Becker (Co-Chairman, Cresset Capital Management)
- Kirk Bell (President, Independent Contractor Division, Raymond James Financial)
- Michael Bell (CEO, Meketa Capital)
- Dave Bellaire (General Counsel, Financial Services Institute)
- Clark Bellin (President, Bellwether Wealth)
- Michael Benedek (Managing Director, Unified Managed Household Group)
- Jeff Benfield (Chief Product Officer, SEI Investments Company)
- Tobin Bennion (Executive Vice President, Sales, Jump Advisor AI)
- Christina Benoit (Managing Director, Smartleaf)
- Michel Berger (Chief Strategy & Execution Officer, JAB Institutional, JAB Insurance)
- Rob Bethmann (Managing Director, Broker/Dealers & RIAs, First Rate)
- Rishi Bharathan (CEO, WiserAdvisor)
- Adi Bhatia (Managing Director, Financial Technology Partners)
- Phil Bianchi (Managing Partner, nFleXion Capital Partners)
- Marty Bicknell (CEO, Mariner Holdings)
- Harshendu Bindal (CEO, TIFIN.AI, The TIFIN Group)
- Michelle Bishop (President, Tier 1 North America, Communify)
- Dave Blair (CEO, Ridgeline)
- Brian Bleasdell (Managing Director, Unified Managed Accounts, Moment Technology)
- Cobi Blumenfeld-Gantz (CEO, Chapter)
- Mike Blundin (President, Vestmark)
- Tim Bonacci (CEO, Luma Financial Technologies)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Dave Bordeau (Managing Director, Berkshire Partners)
- Jeff Brand (Managing Director, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Matt Brown (CEO, CAIS)
- Sean Brown (CEO, YCharts)
- Daniel Brujis (Managing Director, Reverence Capital Partners)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Tim Buchner (Chief Operating Officer, Private Markets, InvestCloud)
- Matt Bucklin (CEO, Exchangifi)
- Randy Bullard (Business Head, Investment Management, Hightower Advisors)
- Jordan Burgess (President, Fidelity Institutional Wealth Advisor)
- Kate Burke (CEO, Allspring Global Investments)
- Mike Burns (Senior Partner, North America, Asset & Wealth Management Consulting, Alpha Financial Markets Consulting)
- David Callanan (CEO, Advisors Excel)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Mike Camp (Managing Director, Client Solutions, 55ip, JP Morgan Asset Management)
- David Canter (CEO, Finley Point Strategy)
- Mike Capella (Managing Director, US Strategic Relations Group, Alliance Bernstein)
- Mike Capelle (Co-CEO, Modern Wealth Management)
- Kristen Capuano (Co-Chief Operating Officer, Active Strategies, VanEck Associates Corporation)
- Michael Carvin (CEO, SmartAsset)
- Adam Casella (Managing Director, Blue Owl Capital)
- Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
- Matt Caulfield (Managing Director, Client Coverage, BNY Archer)
- Andrew Cedar (Partner, Long Ridge Equity Partners)
- Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
- Bassam Chaptini (Co-CEO, Avantos)
- Howard Chen (Chairperson, Global Investment Banking, JP Morgan)
- Steve Chen (CEO, Boldin)
- Wayne Chopus (CEO, Insured Retirement Institute (IRI))
- Dave Christensen (CEO, FMG Suite)
- Joe Cianciolo (Chief Commercial Officer, Wealthie)
- Kevin Cimring (CEO, Ovation Ventures)
- Brendan Clark (CEO, Clark Capital Management Group)
- Alan Clopine (Executive Chairperson, Pure Financial Advisors)
- Lauren Clough (CEO, bQuest)
- John Cochran (CEO, Conditor Equity)
- Sarah Cognetti (Business Head, RIA & Broker/Dealer Channel, Financial Advisor Services, The Vanguard Group)
- Reed Colley (President, Orion Advisor Technology, Orion Advisor Solutions)
- Chris Condelles (Chief Strategy & Corporate Development Officer, Future Standard)
- Mike Conlon (Chief Revenue Officer, Docupace Technologies)
- David Connor (Managing Director, North America, InvestSuite)
- Chris Cook (Executive Vice President, Dispatch)
- Julie Cooling (CEO, RIA Channel)
- Matt Cooper (CEO, Beacon Pointe Advisors)
- Todd Cooper (Chief Growth Officer, InvestCloud)
- Bill Coppel (Chief Client Growth Officer, TradePMR, Robinhood Markets)
- Connor Coughlin (Chief Customer Officer, Apex Fintech Solutions)
- Eve Cout (Principal, Advisor Solutions, The Vanguard Group)
- David Coyle (Chief Revenue Officer, Aqua)
- Jeff Coyle (CEO, Libretto)
- Rob Crnkovic (Chief Revenue Officer, Conquest Planning)
- Jim Crowley (Executive Vice Chairperson, Client Relationships, BNY)
- Ben Cruikshank (President, Flourish)
- Ben Cukier (Partner, Centana Growth Partners)
- Cayla Culver (Managing Director, Risk & Controls, Schwab Advisor Services)
- Charles Cummins (Senior Partner, North America, Wealth Management Consulting, Alpha Financial Markets Consulting)
- Amy Cunningham (Partner, Republic Capital Group)
- Chris Curtis (Chief of Staff, Cerity Partners)
- Peter Cutler (Chief Revenue Officer, CapIntel)
- Amin Dabit (Business Head, Wealth Strategy, Edelman Financial Engines)
- Lou D'Addario (Chief Revenue Officer, Foundation Source Philanthropic Solutions)
- Gerard Daniels (Chief Transformation Officer, PureFacts Financial Solutions)
- Travis Danysh (Chief Strategy Officer, Focus Financial Partners)
- Brian DaRosa (Chief Operating Officer, Humanity Labs)
- Naomi DePina (Managing Director, Exchange Traded Fund Sales & Trading, Global Trading Systems)
- Nik Dixit (Managing Director, Stone Point Capital)
- Steve Donovan (Managing Director, Blue Owl Capital)
- Aaron Dorr (Managing Director, Asset & Wealth Management, Investment Banking, Piper Sandler)
- Pete Dorsey (Chief Revenue Officer, Wealth Custody & Clearing, State Street Corporation)
- Jitij Dwivedi (Managing Director, The Carlyle Group)
- Matt Edmonds (CEO, Cape Otway Capital)
- Caleb Eplett (Chief Product Officer, YCharts)
- Ben Fulton (CEO, WEBs Investments)
- Max Goldman (CEO, Carefull)
- Jason Gordo (President, Modern Wealth Management)
- Carly deDiego (Chief Administrative Officer, AdvisorEngine)
- Amy DeTolla (CEO, Aureus Advantage)
- Carlos Diez (CEO, MarketGrader)
- Drew DiMarino (Chief Revenue Officer, Zocks Communications)
- Dave DiPetrillo (President, BNY Mellon Family of Funds & BNY Mellon ETF Trust, BNY Investment Management)
- Dave Donnelly (Chief Investment Officer, SpiderRock Advisors)
- Marc Dorfman (Chief Revenue Officer, Vanilla)
- Raj Doshi (President, April Tax Solutions)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Freedom Dumlao (Chief Technology & Artificial Intelligence Officer, Vestmark)
- Peter Dun (CEO, Feathery)
- Jeffrey Dunham (CEO, Dunham Holdings)
- Mike Durbin (CEO, Cetera Holdings)
- Ryan Dykmans (President, Dunham Holdings)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- James Eichberger (Executive Vice President, Sales, Dispatch)
- Ryan Eisenman (CEO, Arch)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- Paul Emery (Partner, Altas Partners)
- Parker Ence (CEO, Jump Advisor AI)
- Pete Engelken (Chief Operating Officer, Allworth Financial)
- Eric Esfahanian (Executive Vice President, Enterprise Solutions, Advyzon)
- Erkko Etula (CEO, Brooklyn Investment Group)
- Michael Falcon (CEO, Eagle Capital Management)
- Annabel Fan (Chief Revenue Officer, Arch)
- Gene Farrell (CEO, Vanilla)
- John Faustino (Business Head, Fiduciary Governance Solutions, Broadridge Financial Solutions)
- Pat Fels (Partner, Americas, Financial Institutions Group, Investment Banking, Goldman Sachs)
- Corey Fiedler (Chief Product Officer, Vestmark)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Michelle Feinstein (Chief Product & Strategy Officer, FMG Suite)
- Bill Frayer (Managing Director, Kelso & Company)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Don Friedman (CEO, Digital Assets Council of Financial Professionals)
- Teddy Fusaro (President, Bitwise Asset Management)
- Gary Gallagher (President, iCapital Network)
- Abbe Galvez-Cordon (Managing Director, Wealth Management & WealthTech, TD Securities)
- Daniel Gamba (Co-President, Franklin Templeton)
- Paul Gamble (Vice Chairperson, JP Morgan Asset Management Solutions, JP Morgan Asset Management)
- AJ Gandhi (Chief Commercial Officer, ALIX)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- Steve Gaven (Chief Financial Officer, Edelman Financial Engines)
- Sally George (Partner, Convergency Partners)
- Mark Gessner (Senior Managing Director, United States Retail, Alliance Bernstein)
- Mark Gilbert (CEO, Zocks Communications)
- Dan Gilmartin (Chief Marketing Officer, Fidelity Labs, Fidelity Investments)
- Dan Glaser (Operating Partner, Clayton, Dublier, & Rice (CD&R))
- Dave Goes (President, Enterprise Solutions, Advyzon)
- Eric Golden (CEO, Canopy Capital Group)
- Nick Good (CEO, Ascensus)
- Alex Goodwin (CEO, Bridge)
- Pete Gougousis (Managing Director, Transaction Advisory Group, Alvarez & Marsal)
- Matt Goulet (Business Head, Funds Network, Fidelity Institutional)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Jason Gurandiano (Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets)
- Rachel Guy (Managing Director, First Rate)
- Ralph Haberli (CEO, Edelman Financial Engines)
- Jeff Haller (Senior Managing Director, Evercore)
- Tom Halloran (CEO, Cetera Advisors & Cetera Wealth Partners, Cetera Financial Group)
- Adam Halpern-Leistner (Partner, Hellman & Friedman)
- Alex Hansen (Chief Advisor Success Officer, Merit Financial Group)
- Jack Hansen (Partner, Altas Partners)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Alex Hargrove (CEO, Hargrove MSO)
- Matt Harris (Senior Partner, North America, Wealth Management Consulting, Alpha Financial Markets Consulting)
- Matt Harris (Partner, Bain Capital Ventures, Bain Capital)
- Scott Hayward (CEO, Grantham, Mayo, & Van Otterloo (GMO))
- Robbie Heeger (CEO, Endaoment)
- Magnus Helgason (Managing Director, Financial Services Investing, GrowthCurve Capital)
- John Helmen (Executive Vice President, National Accounts Distribution, Allianz Life Financial Services)
- Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
- Logan Henderson (CEO, Gridline Holdings)
- Ray Hennessey (CEO, Vocatus)
- Joe Hernandez (Managing Director, Independent & Bank Division, Eaton Vance)
- Pete Hess (President, PureFacts Financial Solutions)
- Josh Hile (CEO, Citizen Mint)
- Deniqua Hill (Chief Administrative Officer, First Rate)
- Eric Hoerdemann (Partner, Convergency Partners)
- Cameron Hoerner (Managing Director, Asset & Wealth Management, Investment Banking, Piper Sandler)
- Will Hoesley (Managing Director, Mergers & Acquisitions, Cresset Capital Management)
- Ken Hoffman (President, Optima Group)
- Mark Hoffman (Managing Director, SEI Investments Company)
- Erich Holland (Executive Managing Director, SEI Investments Company)
- Adam Holt (CEO, Asset-Map Holdings)
- Thanh Hong (Partner, Convergency Partners)
- Anton Honikman (Advisory Board Member, Centana Growth Partners)
- Michael Horvath (Co-Business Head, Asset & Wealth Management, Alvarez & Marsal)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Noelle Hozumi (Executive Vice President, North American Sales, Communify)
- Andy Hughes (Executive Vice President, Partnerships, Arch)
- Graham Hurtt (Managing Director, Raymond James & Associates)
- Marc Irizarry (Managing Partner, Republic Capital Group)
- Craig Iskowitz (CEO, Ezra Group)
- Lina Ismail (CEO, Prospera AI)
- Mark Israel (Chief Technology Officer, Focus Financial Partners)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Amit Jain (Managing Director, Asset & Wealth Management, Investment Banking, Piper Sandler)
- Khyra Jeffries (Chief Administrative Officer, TIAA Wealth Management & Advice Solutions)
- JJ Jeffries (Chief Revenue Officer, PureFacts Financial Solutions)
- James Jesse (CEO, NewEdge Capital Group)
- Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital Private Equity, Bain Capital)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Brooke Juniper (Chief Operating Officer, TIFIN.AI, The TIFIN Group)
- Kathleen Kaag (Chief Revenue Officer, Holistiplan)
- Terri Kallsen (Managing Partner, Partnerships, Rise Growth Partners)
- Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
- Yvonne Kanner (Managing Partner, TRIA Capital Partners)
- Mark Karasik (Managing Director, Lincoln International)
- Ian Karnell (CEO, VastAdvisor)
- Anish Karyat (Chief Markets Officer, Moment Technology)
- Brian Kasal (CEO, FourStar Wealth)
- Paul Keeton (Chief Investment Officer, Prospera Financial Services)
- Andrew Keiper (Business Head, Dimensional Fund Advisors)
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman, Marsh & McLennan Companies)
- Mike Kelly (President, Future Standard)
- Rick Kent (CEO, Merit Financial Group)
- Dan Kern (Chief Investment Officer, Nixon Peabody)
- Chelsea Kiehler (Managing Principal, Sequent Planning)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- Max Klein (CEO, LEA Technologies)
- Blake Kleinman (Partner, Hellman & Friedman)
- Brad Knapp (CEO, Clearstead Advisors)
- Kevin Knull (CEO, TaxStatus)
- Gregg Kobelski (Business Head, Sales, Clearing, Fidelity Institutional, Fidelity Investments)
- Bill Koehler (CEO, FCI Advisors)
- Kim Kovalski (Managing Director, Marsh, Berry, & Company)
- Matthias Kristol (Managing Director, 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 Philanthropic Solutions)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Alex Laipple (Chief Growth Officer, Ethic)
- Brendan Lake (CEO, PPB Capital Partners)
- Randy Lambert (CEO, Fulcrum5)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Bill Landes (Partner, Convergency Partners)
- Max Lane (CEO, Flourish)
- Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
- Stephen Langlois (CEO, Seaport Consulting Partners)
- John Langston (Managing Partner, Republic Capital Group)
- Shannon Larson (President, AE Wealth Management, Advisors Excel)
- Dante LaRuffa (Partner, Venture Capital, Aquiline Capital Partners)
- David Lau (CEO, DPL Financial Partners)
- Mark Lavan (Business Head, Wealth Management, Franklin Templeton Investments)
- Charlie Lawson (Partner, Bain Capital Private Equity)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Andrew Leonard (CEO, Geometric Wealth Advisors)
- Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
- Eric Levy (Partner, Convergency Partners)
- Andrew Lewis (Executive Vice President, Corporate Development & Global Partnerships, Communify)
- Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
- Randy Long (CEO, Titan Asset Holdings)
- Julian Lopez (Managing Director, Enterprise Solutions Group, Schwab Advisor Services)
- Xavier Loriferne (Managing Director, Financial Institutions Group, Mergers & Acquisitions, JP Morgan)
- Rafael Loureiro (CEO, Wealth.Com)
- Mike Lynds (Chief Revenue Officer, Prospera AI)
- Rob MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
- Nayan Madhamshettiwar (Managing Director, First Rate)
- Mani Mahadevan (Founder, Valur)
- Rob Madej (CEO, PureFacts Financial Solutions)
- Rajen Maden (CEO, Governr.AI)
- Chris Madigan (Chief Revenue Officer, Charles River Development)
- Melissa Magner (General Counsel, Arch)
- Satayan Mahajan (CEO, Datalign Advisory)
- Jennifer Mahan (Managing Director, Whole Portfolio Product Builder, BlackRock)
- Carly Maher (Chief Operating Officer, Park Avenue Securities)
- Ana Mahony (CEO, Addition Wealth)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Manish Malhotra (CEO, Income Discovery, Fiducioso Advisors)
- Brian Marchiel (Chief Product Officer, MyVest)
- Kreso Marusic (Managing Partner, FinOps Partners)
- Jeff Marvaldi (Managing Director, RIA Enterprise Business, Blue Owl Capital)
- Josh Masia (Chief Product Officer, Altic, InvestCloud)
- Hugh Massie (CEO, DNA Behavior)
- Suma Mathew (Chief Product Officer, Jiffy.ai)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors)
- Sach Matur (Chief Operating Officer, Global Investments, Citi Wealth, Citigroup)
- Kay Lynn Mayhue (President, Merit Financial Group)
- Dexter McAuley (Chief of Staff, Morningstar)
- Tom McCarthy (Chief Distribution Officer, DPL Financial Partners)
- Michael McGillen (Managing Director, Financial Institutions, Morgan Stanley)
- Patrick McKenna (Executive Chairperson, Facet)
- Jay McNamara (CEO, Masttro)
- David McNatt (Chief Wealth Solutions Officer, AssetMark Financial Holdings)
- Kevin Meagher (Deputy General Counsel, Fidelity Investments)
- Milind Mehere (CEO, Advisor360)
- Kapil Mehra (Managing Director, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Runik Mehrotra (Co-CEO, Vise Technologies)
- Doris Meister (Executive Chairperson, Fiduciary Trust Company)
- Yelena Melamed (Chief Product Officer, Catchlight Insights)
- Eric Metz (Chief Investment Officer, SpiderRock Advisors)
- Jerry Michael (President, Smartleaf)
- Dave Michaud (Co-Business Head, United States Intermediary Distribution, Eaton Vance)
- Kirk Michie (Senior Managing Director, Candor Advisors)
- Evan Middleton (Managing Director, Tactical Opportunities, The Blackstone Group)
- Tommaso Migliore (CEO, MDOTM.ai)
- Jeff Miller (Managing Partner, Convergency Partners)
- Chris Mills (Executive Vice President, Wealth Solutions, Feathery)
- Steve Milovanovic (Business Head, Financial Institutions Group, Mergers & Acquisitions, Citigroup)
- Christian Mitchell (President, Cetera Solutions, Cetera Holdings)
- Mike Mock (President, Sammons Wealth, Sammons Financial Group)
- Rebecca Moffett (President, Vanguard Charitable, The Vanguard Group)
- John Moninger (Managing Director, United States Distribution, Allspring Global Investments)
- Chris Moore (Managing Partner, Simon Quick Advisors)
- Dennis Moore (CEO, Financial Planning Association (FPA))
- Ed Moore (Senior Advisor, Avantos)
- Blair Morais (Executive Vice President, Business Development, Addition Wealth)
- Joe Morant (Business Head, Asset & Wealth Management Consulting, Alpha Financial Markets Consulting)
- John Morris (Managing Partner, Crestwood Advisors Group)
- Vince Morris (President, OneDigital)
- Jay Morrison (Chief Operating Officer, 49 Financial)
- Colin Motley (Partner, Bain Capital Private Equity)
- Joe Mrak (CEO, Foundation Source Philanthropic Solutions)
- Crystina Mueller (Business Head, Enterprise, Vise Technologies)
- Alexandra Mysoor (CEO, ALIX)
- Ram Nagappan (Strategic Advisor, Avantos)
- Rob Nance (CEO, Dispatch)
- Cheryl Nash (President, APL InvestCloud, InvestCloud)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Wealth Technology, Alpha Financial Markets Consulting)
- Liz Nesvold (Executive Chairperson, Emigrant Family Office)
- Matt Newman (Chief Revenue Officer, FMG Suite)
- Bill Nook (Managing Director, Moelis & Company)
- Mike O'Brien (Managing Partner, National Sales, Stratos Wealth Partners)
- Chris Oddy (Chief Financial Officer, Allworth Financial)
- Chris Ollendike (Chief Growth Officer, SMArtX Advisory Solutions)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Channing Olson (Chief Operating Officer, Private Client, Wealthspire Advisors)
- Eden Ovadia (CEO, Finny AI)
- Mahesh Pai (Chief Technology Officer, Catchlight, Fidelity Labs, Fidelity Investments)
- Ryan Parker (CEO, EP Wealth Advisors)
- Ted Pastva (Managing Director, Strategy, Managed Account Solutions, BNY)
- Darshan Patel (Chief Financial Officer, Facet)
- Nimesh Patel (President, Altruist Advisors, Altruist)
- Meghann Peterson (Senior Managing Director, United States Wealth Advisory Sales, Nuveen Investments)
- Rob Pettman (President, The TIFIN Group)
- Gary Pforzheimer (President, Planned Giving, Foundation Source Philanthropic Solutions)
- Eric Phillips (Executive Vice President, Sales, Finny AI)
- Kirsten Pickens (Managing Director, Distribution, Future Standard)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Eric Pinto (CEO, Brookwell Group)
- John Plansky (Executive Vice President, Wealth Services, State Street Corporation)
- Matthew Plonskier (Chief of Staff, Arch)
- Emil Polito (Co-Owner, PVP Partners)
- Andrei Pop (CEO, Humanity Labs)
- Johnny Poulsen (CEO, Income Laboratory)
- Amit Prakash (CEO, AmpUp.AI)
- Ron Pruitt (President, Orion Wealth Management, Orion Advisor Solutions)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Matt Radgowski (CEO, Halo Investing)
- Dan Raju (CEO, Tradier)
- Rabih Ramadi (Co-CEO, Avantos)
- 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)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Prab Reddy (Partner, Republic Capital Group)
- Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
- Chaz Reiling (General Counsel, TradePMR, Robinhood Markets)
- Adam Rein (Co-Founder, CapShift)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Robert Roberts (Managing Director, New Mountain Capital)
- James Rockwood (CEO, CapIntel)
- Beth Rodenhuis (Chief Operating Officer, Northwestern Mutual)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- Dan Rosen (CEO, D1g1t)
- Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
- Rich Rosenbaum (Chief Investment Officer, Aquiline Capital Partners)
- Brian Ross (CEO, Flyer Financial Technologies)
- Gary Roth (Co-CEO, Modern Wealth Management)
- April Rudin (CEO, The Rudin Group)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, Future Standard)
- Nichole Rush (Managing Director, First Rate Ventures, First Rate)
- Gautam Sachdev (CEO, 55ip, JP Morgan Asset Management)
- Debasis Sahu (Partner, Asset & Wealth Management Consulting, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
- Shankar Saravanan (Senior Managing Director, Wealth Products & Solutions, TIAA)
- Brian Saunders (Business Head, United Kingdom & Europe, Atlas Merchant Capital)
- Dave Schrohe (Partner, Convergency Partners)
- Judah Schulman (Managing Director, Alternative Investments, CAIS)
- Joe Schultz (Business Head, Distribution, BNY Investment Management)
- Jeff Schwantz (Executive Vice President, Wealth Management Sales, Orion Advisor Solutions)
- Skip Schweiss (CEO, Sierra Investment Management)
- Ray Sclafani (CEO, ClientWise)
- Doug Scott (CEO, Ethic)
- Katie Sessions (Managing Director, Business Development, Americas, Aladdin WealthTech, BlackRock)
- Patrick Shaddow (CEO, Syntax Data)
- Dimple Shah (Managing Director, Wealth, Humanity Labs)
- Sachin Shah (CEO, Mantri Advisory)
- Sunay Shah (Managing Director, Business Development & Partnerships, OneVest)
- Yaela Shamberg (Chief Product Officer, Communify)
- Tim Shannon (Co-President, CAIS)
- Gaurav Sharma (CEO, Capitalize)
- Jack Sharry (Managing Director, SEI Investments Company)
- Mike Shea (Managing Director, Wirehouse Channel, Eaton Vance)
- Tom Sholes (Strategic Advisor, Avantos)
- Brad Siegert (Partner, Wealth Management, Ardea Partners)
- Justin Singer (Partner, United States Wealth & Asset Management Consulting, Ernst & Young)
- Darla Sipolt (Chief Client Officer, Allworth Financial)
- Babu Sivadasan (CEO, Jiffy.ai)
- Evan Skalski (Senior Partner, Asset & Wealth Management, Alpha Financial Markets Consulting)
- Craig Sklar (Partner, Business Transactions Group, Seward & Kissel)
- Greg Smith (Managing Director, Financial Technology Partners)
- Marshall Smith (Senior Advisor, First Rate Ventures, First Rate)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Brad Smithy (President, Wealth Management, Elevation Point)
- David Snider (CEO, Harness Wealth)
- Dane Snowden (CEO, Certified Financial Planner Board of Standards)
- Hylton Socher (Chief Technology Officer, Grantham, Mayo, & Van Otterloo)
- Robert Sofia (CEO, Snappy Kraken)
- Ammer Soliman (Chief Operating Officer, Moment Technology)
- Matt Somma (Managing Director, Asset & Wealth Management, Investment Banking, Piper Sandler)
- Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
- Eric Sontag (President, Wealthspire Advisors)
- Jenny Souza (CEO, Emigrant Partners)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Michael Spellacy (Managing Director, Financial Services Industry, Alvarez & Marsal)
- James Spinelli (CEO, Great Valley Advisor Group)
- Peter Spinelli (Managing Director, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Sallie Squire (Chief Operations Officer, Allspring Global Investments)
- Paul Stamas (Managing Director, Financial Services, General Atlantic)
- Brian Stern (Partner, Private Investments, Declaration Partners)
- Jon Stern (Partner, Berkshire Global Advisors)
- Jon Stevenson (President, Astraeus Wealth Tech)
- Andy Stewart (Executive Chairperson, Wilshire)
- Ram Subramaniam (Chief Marketing Officer, BlackRock)
- Ben Sullivan (Chief Investment Officer, AE Wealth Management, Advisors Excel)
- Terry Sullivan (Chairman, Global Financial Institutions Group, UBS Investment Bank)
- Steve Swain (Partner, Centana Growth Partners)
- Ken Swan (CEO, LMCG Investments)
- Mark Swan (CEO, Nevis Wealth)
- Wilbur Swan (CEO, Catchlight Insights)
- Danielle Sweeney (Business Head, Large Market RIA Sales, Financial Advisor Services, The Vanguard Group)
- Marie Swift (CEO, Impact Communications)
- Charlie Szrom (Managing Partner, Townsmith Advisory)
- Binoy Talati (Managing Director, RIA Business Development & Enterprise Relationship Management, iCapital Network)
- Darren Tedesco (President, Advisor360)
- Clare Teeling (Chief of Staff, Humanity Labs)
- Susan Theder (Chief Marketing & Experience Officer, FMG Suite)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Eric Thomes (CEO, Allianz Life Financial Services)
- Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
- Victoria Toli (President, Finny AI)
- Sanjay Tolia (President, Marine Layer Advisors)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Suraj Tripathy (Senior Managing Director, Corporate Development, Raymond James Financial)
- Andrew Tropp (CEO, Anchor Mill Group)
- Will Tsai (Chief Operating Officer, Equitable Advisors)
- Michael Turner (Business Head, Intermediary Distribution, American Century)
- John Vander Vennet (Chief Revenue Officer, YCharts)
- Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
- Bill Van Law (CEO, WVL Group)
- Wim VanLerberghe (CEO, Advintro)
- Swati Verma (Business Head, Wealth & Advisor Platforms, Charles River Development)
- Kelly Vives (Chief Marketing Officer, Allspring Global Investments)
- Gaurav Vohra (Managing Director, Wealth & WealthTech, Investment Banking, JP Morgan)
- Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Fred Waldman (Partner, North American Distribution, UpMarket)
- Brad Walker (Co-President, CAIS)
- Tom Walrond (President, Private Client Group, Raymond James & Associates)
- Ed Walters (President, World Investment Advisors)
- Corey Walther (President, Allianz Life Financial Services)
- Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
- Marcus Ward (Investment Director, Inflexion Private Equity Partners)
- Jon Warenne (CEO, Estate Guru)
- Mike Watling (Partner, Litigation & Investigations, Asset & Wealth Management, Seward & Kissel)
- John Weitzer (Chief Investment Officer, First Command Financial Services)
- Mike Welker (Business Head, Enterprise Development, Mariner Holdings)
- Mark Wellman (Executive Vice President, Wealth Growth, Feathery)
- Jason Wenk (CEO, Altruist)
- Steve Werrlein (Executive Vice President, Business Development, DPL Financial Partners)
- Scott White (Boardmember, FMG Suite)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers, Aintree Capital)
- Mac Williams (Partner, JMI Equity)
- Matt Wilson (Managing Director, Central South Division, Chase Wealth Management)
- Tina Wilson (Chief Retirement Officer, Edelman Financial Engines)
- Sam Winkler (Chief Strategy Officer, Apex Fintech Solutions)
- David Winokur (Partner, Clayton, Dubilier & Rice)
- John Wise (CEO, Communify)
- Justin Wisz (Founder, Thicket Ventures)
- Rick Wurster (CEO, The Charles Schwab Corporation)
- Kyle Zasky (CEO, VRGL)
- Vadim Zlotnikov (President, Fidelity Institutional, Fidelity Investments)
- Ross Znavor (President, Vise Technologies)