Prior Tiburon CEO Summits

Tiburon has held 42 prior CEO Summits, with the first Tiburon CEO Summit taking place in 2001. Details of Tiburon CEO Summit XLII are included below; for details of other Tiburon CEO Summits, please click here: (Most Recent), 2020-2021, 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

Tiburon CEO Summit XLII: May 2-4, 2022

Tiburon CEO Summit XLII was held May 2-4, 2022 at the Four Seasons Hotel Boston. Tiburon CEO Summit XLII officially started at 7:45am on Tuesday, May 3, 2022, included a group dinner that night, and finished at 1:00pm on Wednesday, May 4, 2022. 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 XLII included speakers Mark Casady (Partner, Vestigo Ventures); Bob Reynolds (CEO, Putnam Investments); John Bartleman (CEO, TradeStation); Jody Bhagat (President, Americas, Personetics); Adam Birenbaum (CEO, Buckingham Wealth Partners); Lawrence Calcano (CEO, iCapital Network); Sasank Chary (Managing Director, Financial Services, KKR); Bill Crager (CEO, Envestnet); Alex D'Amico (Partner, McKinsey & Company); Tom Davis (Partner, Centana Growth Partners); Lisa Dolly (CEO, LD Executive Services); Mike Durbin (President, Fidelity Institutional); George Gatch (CEO, JP Morgan Asset Management); Christian Haigh (CEO, Alternativ); Matt Harris (Partner, Bain Capital Ventures); Jim Hays (CEO, Wells Fargo Advisors); Mark Hoffman (CEO, LifeYield); David Jegen (Managing Partner, F-Prime Capital); Ron Joelson (Chairman, Northwestern Mutual Investment Management (NMIMC)); Bevon Joseph (Executive Director, Greenwood Project); David Karr (Chairman, Equitable Advisors); Michael Kitces (Chief Financial Planning Nerd, Kitces.Com); Aaron Klein (CEO, Riskalyze); Rainford Knight (CEO, Transparency Global); David Kon (CEO, Ripsaw); Sonia Kowal (President, Zevin Asset Management); Pam Krueger (CEO, Wealthramp); Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity); Hugh MacArthur (Business Head, Global Private Equity Practice, Bain & Company); Tobin McDaniel (Business Head, SoFi Invest); Milind Mehere (CEO, YieldStreet); Kurt Miscinski (CEO, Cerity Partners); Bob Oros (CEO, HighTower Holding); Matt Patsky (CEO, Trillium Asset Management); Eric Poirier (CEO, Addepar); Larry Raffone (CEO, Edelman Financial Engines); Max Rakhlin (Managing Director, Lightyear Capital); Karl Roessner (CEO, Lefteris Acquisition Corporation (Former CEO, E*Trade Financial Corporation)); Tyrone Ross (Former CEO, Onramp Invest); Charlie Ruffel (Chairman, Kudu Investment Management); Dave Scherer (Co-CEO, Origin Investments); Doug Scott (CEO, Ethic); Mike Sha (CEO, SigFig); Tim Shannon (President, CAIS); Adam Spector (Managing Partner, Brandywine Global Investment Management); Thomas Sponholtz (CEO, Unison Home Ownership Investors); Jeff Stein (Managing Director, Financial Services, Warburg Pincus); Jon Stern (Partner, Berkshire Global Advisors); John Streur (CEO, Calvert Research & Management); Joe Sullivan (CEO, Allspring Global Investments); John Taft (Vice Chairman, Baird); Cyrus Taraporevala (CEO, State Street Global Advisors); Martin Whittaker (CEO, JUST Capital); Rick Wurster (President, The Charles Schwab Corporation); Vadim Zlotnikov (President, Fidelity Institutional Asset Management); & others. Tiburon CEO Summit XLII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLII Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLII Keynote Presentation focused on Five Key Wealth & Investment Management Industry Trends, Including the Growing Wealth Management & WealthTech Mergers & Acquisitions Trends, and the Coming Initial Public Offerings (IPOs) Waves. Tiburon members can view the Tiburon webinar presentation by clicking on the image below. If you need a Tiburon web site username & password, please contact Sarah Sage.

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

Tiburon CEO Summit XLII photo gallery coming soon!

Tiburon CEO Summit XLII: Attendee List

Tiburon is pleased to announce that the following 260 Tiburon members attended Tiburon CEO Summit XLII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Robyn Alcorta (Business Head, Independents, Financial Institutions Group, Dimensional Fund Advisors)
  • Mike Alfred (Managing Partner, Alpine Fox)
  • Rich Aneser (Chief Strategy Officer, Envestnet)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Carolyn Armitage (Business Head, Thrivent Advisor Network)
  • Kevin Armstrong (General Counsel, Docupace Technologies)
  • Nick Asmus (CEO, Berger Financial Group)
  • Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
  • Sabrina Bailey (Business Head, Global Wealth Solutions, Data, & Analytics Division, London Stock Exchange Group)
  • Swati Bairathi (Chief Product Officer, 55ip)
  • John Bartleman (CEO, TradeStation)
  • Jeff Baumert (Executive Vice President, Financial Services, Allworth Financial)
  • Ryan Beach (Chief Operating Officer, Orion Advisor Solutions)
  • Noreen Beaman (Vice Chairman, Orion Advisor Solutions)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Michael Benedek (President, LifeYield)
  • Jeb Bentley (Business Head, Retail Investments, Northwestern Mutual)
  • Mark Berger (Principal, Berger Financial Group)
  • Jody Bhagat (President, Americas, Personetics)
  • Adam Birenbaum (CEO, Buckingham Wealth Partners)
  • Brian Bleasdell (Chief Product Officer, Flyer Financial Technologies)
  • Mike Boese (CEO, Hearsay Systems)
  • Jeff Brand (Managing Director, Raymond James Financial)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Greg Brown (Managing Director, The Caprock Group)
  • Daniel Brujis (Senior Vice President, Reverence Capital Partners)
  • Roy Burns (Managing Director, TA Associates)
  • Yeng Butler (Business Head, Investment Solutions & Liquidity Client Group, Allspring Global Investments)
  • Lawrence Calcano (CEO, iCapital Network)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • David Canter (Executive Vice President, Registered Investment Advisor (RIA) & Family Office Segment, Fidelity Institutional)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Mark Casady (Partner, Vestigo Ventures)
  • Sasank Chary (Managing Director, Financial Services, KKR)
  • Stephen Chen (CEO, NewRetirement)
  • Roddy Chisholm (Executive Vice President, Investment Platform, Eaglebrook Advisors)
  • Peter Cieszko (Partner, Convergency Partners)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Jon Cleborne (Business Head, Vanguard Personal Advisor Services)
  • Matt Cobb (Business Head, Financial Institutions Group, American Century Investments)
  • Damon Conway (Partner, Altas Partners)
  • Jamie Cornell (Managing Partner, Fiduciary Wealth Partners (FWP))
  • Tom Corra (Partner, Convergency Partners)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Martin Cowley (Executive Vice President, Product Development, LifeYield)
  • Bill Crager (CEO, Envestnet)
  • Todd Crockett (Managing Director, TA Associates)
  • Jeff Cusack (Senior Managing Director, Strategic Business Development, RetireOne)
  • Pam Cytron (Board Advisor, First Rate)
  • Edward Daffron (Executive Vice President, Advisor Services, First Command Financial Services)
  • Lisa Dallmer (Chief Operating Officer, Dimensional Fund Advisors)
  • Alex D'Amico (Partner, McKinsey & Company)
  • Dana D'Auria (Co-Chief Investment Officer, Envestnet)
  • Tom Davis (Partner, Centana Growth Partners)
  • Stuart DePina (President, Envestnet)
  • Steve Deschenes (Partner, Product Management & Analytics, American Funds)
  • Lisa Dolly (CEO, LD Executive Services)
  • Bryan Dori (CEO, Archer IMS)
  • Henry Dormitzer (Senior Portfolio Manager, Choate Investment Advisors)
  • Jeffrey Dunham (CEO, Dunham & Associates)
  • Danny Dunn (Chief Revenue Officer, Morningstar)
  • Mike Durbin (President, Fidelity Institutional)
  • Daniel Edelman (Managing Director, Flexpoint Ford)
  • Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Bill Fahrbach (Chief Financial Officer, Facet Wealth)
  • Michael Falcon (CEO, 29 Feathers)
  • Alex Farman-Farmaian (Co-Founder, Alternativ)
  • Gene Farrell (CEO, Vanilla)
  • Dan Ferguson (Executive Vice President, Strategy & Marketing, Vestmark)
  • Terri Fiedler (CEO, AIG Financial Distributors)
  • Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
  • Rob Franca (Managing Partner, COSIMO X)
  • Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
  • George Gatch (CEO, JP Morgan Asset Management)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Tim Gerend (Chief Distribution Officer, Northwestern Mutual)
  • Praveen Ghanta (Executive Vice President, Risk, Orion Advisor Solutions)
  • Bill Gilbert (Managing Director, The Caprock Group)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Mark Gormley (Partner, Lee Equity Partners)
  • Sunday Grace (Chief Financial Officer, First Command Financial Services)
  • Adam Green (CEO, YieldX)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Jiazi Guo (CEO, ETZ Soft)
  • Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
  • Christian Haigh (CEO, Alternativ)
  • Rasheed Hammouda (Chief Product Officer, Alternativ)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Lori Hardwick (Senior Advisor, Strategic Advisory Board, Genstar Capital)
  • Matt Harris (Partner, Bain Capital Ventures)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Paul Hatch (CEO, Vestria Capital)
  • Jim Hays (CEO, Wells Fargo Advisors)
  • Pete Hess (President, Mid-Market Division, InvestCloud)
  • Eric Hoerdemann (Partner, Convergency Partners)
  • Ken Hoffman (President, Optima Group)
  • Mark Hoffman (CEO, LifeYield)
  • Paul Hondros (Chairman, FIDx)
  • Anton Honikman (CEO, MyVest)
  • Dave Hubbard (President, Exemplar Financial Network)
  • Jay Hummel (CEO, Wealth Advisor Growth Network)
  • Ciaran Hynes (Managing Partner, COSIMO Ventures)
  • JJ Jeffries (Managing Principal, United States FinTech Partnerships & Digital Transformation, Capco Consulting)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Cristian Jitianu (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • Rob Job (Partner, Corporate & Business Development, Altrinsic Global Advisors)
  • Ron Joelson (Chairman, Northwestern Mutual Investment Management (NMIMC))
  • Anders Jones (CEO, Facet Wealth)
  • Bevon Joseph (Executive Director, Greenwood Project)
  • Shruti Joshi (Chief Operating Officer, Facet Wealth)
  • Joanna Kanakis (Executive Vice President, Institutional Business Development, Halo Investing)
  • Kunal Kapoor (CEO, Morningstar)
  • David Karr (Chairman, Equitable Advisors)
  • Andrew Keiper (Business Head, Intermediary Platform Distribution, Dimensional Fund Advisors)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
  • Heather Kelly (Executive Vice President, Advisory Sales & Strategic Accounts, Allianz Life Financial Services)
  • Mike Kelly (Co-President, FS Investments)
  • Dan Kern (Chief Investment Officer, TFC Financial Management)
  • Chris King (CEO, Eaglebrook Advisors)
  • Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
  • Michael Kitces (Chief Financial Planning Nerd, Kitces.Com)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Rainford Knight (CEO, Transparency Global)
  • David Knoch (CEO, Docupace Technologies)
  • Tim Kochis (CEO, Kochis Global)
  • Bill Koehler (CEO, FCI Advisors)
  • David Kon (CEO, Ripsaw)
  • Sonia Kowal (President, Zevin Asset Management)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Pam Krueger (CEO, Wealthramp)
  • Biju Kulathakal (CEO, Halo Investing)
  • Alex Laipple (Business Head, Growth & Distribution, Ethic)
  • Randy Lambert (Chief Operations Officer, Orion Advisor Solutions)
  • Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock)
  • Jed Laskowitz (Business Head, Asset Management Solutions, JP Morgan Asset & Wealth Management)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Leslie Leach (Chief Marketing & Strategy Officer, Hearsay Systems)
  • Jeff Levine (Chief Planning Officer, Buckingham Wealth Partners)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • Ben Littman (Chief Solutions Officer, Pure Financial Advisors)
  • Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
  • Jill Lyttle (Executive Vice President, Human Resources & Leadership Development, First Command Financial Services)
  • Hugh MacArthur (Business Head, Global Private Equity Practice, Bain & Company)
  • Todd Mackay (President, Avantax)
  • Rohit Mahna (Business Head, Client Growth, Fidelity Institutional)
  • Manish Malhotra (CEO, Income Discovery)
  • Pete Masucci (Managing Director, New Mountain Capital)
  • Tobin McDaniel (Business Head, SoFi Invest)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Milind Mehere (CEO, YieldStreet)
  • Ed Mercier (President, RetireOne)
  • Jeff Miller (Managing Partner, Convergency Partners)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
  • Alan Moore (CEO, AdvicePay)
  • Bill Morrissey (CEO, Morrissey Strategic Consulting)
  • Maree Moscati (CEO, Copy Talk)
  • Rich Napolitano (CEO, Advisor360)
  • Cheryl Nash (CEO, Financial Supermarket, InvestCloud)
  • Daniel Needham (President, Morningstar Wealth Management Solutions)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • Matt Newman (Chief Customer Officer, Hearsay Systems)
  • Todd Nuckols (Chief Technology Officer, DPL Financial Partners)
  • Bob Oros (CEO, HighTower Holding)
  • Bill Parsons (CEO, TIFIN Grow)
  • Matt Patsky (CEO, Trillium Asset Management)
  • David Peacock (CEO, Messick, Peacock, & Associates)
  • Colby Penzone (Business Head, FundsNetwork and Fidelity Institutional Product & Consulting, Fidelity Investments)
  • Jodi Perry (President, Independent Contractor Division, Raymond James Financial)
  • Dan Picard (Managing Director, New Product Development, FS Investments)
  • Kirsten Pickens (Co-Business Head, United States Distribution, FS Investments)
  • Michael Pinsker (President, Docupace Technologies)
  • Eric Poirier (CEO, Addepar)
  • Frank Porcelli (Managing Partner, Convergency Partners)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Max Rakhlin (Managing Director, Lightyear Capital)
  • Carey Ransom (Managing Director, BankTech Ventures)
  • Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
  • Matt Regan (President, Wealthcare Capital Management)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Bob Reynolds (CEO, Putnam Investments)
  • Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
  • Josh Rieders (Managing Director, Covenant Venture Capital)
  • Gabe Rissman (President, YourStake)
  • David Robinson (Managing Director, Strategic Relationship Management, Envestnet)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Karl Roessner (CEO, Lefteris Acquisition Corporation)
  • Tyrone Ross (Former CEO, Onramp Invest)
  • Scott Roulston (Advisory Partner, The Pritzker Organization)
  • April Rudin (CEO, The Rudin Group)
  • Charlie Ruffel (Chairman, Kudu Investment Management)
  • Sheila Ryan (Managing Director, Operations, The Colony Group)
  • Abby Salameh (Chief Marketing Officer, CAIS)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Kristen Santerian (Managing Director, BlackRock)
  • Brian Schappert (Co-Business Head, Intermediary Distribution, American Century Investments)
  • Dave Scherer (Co-CEO, Origin Investments)
  • Dave Schrohe (Partner, Convergency Partners)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Doug Scott (CEO, Ethic)
  • Lauren Seidman (Managing Director, Stone Point Capital)
  • Mike Sha (CEO, SigFig)
  • Sachin Shah (Chief Operating Officer, 55ip)
  • Tim Shannon (President, CAIS)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Chris Shutler (Business Head, Market Intelligence, Envestnet)
  • Hugh Simpson (Chief Legal Officer, First Command Financial Services)
  • Tito Singh (Chief Revenue Officer, Financial Supermarket, InvestCloud)
  • Tom Sipp (Business Head, Wealth Solutions, Envestnet)
  • Babu Sivadasan (CEO, JIFFY.ai)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Adam Spector (Managing Partner, Brandywine Global Investment Management)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Thomas Sponholtz (CEO, Unison Home Ownership Investors)
  • Marc Squires (Business Head, Wealth & Brokerage Platforms, Fidelity Institutional)
  • Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
  • Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
  • Jon Stern (Partner, Berkshire Global Advisors)
  • Trina Stone (Executive Chairwoman, First Rate)
  • John Streur (CEO, Calvert Research & Management)
  • Jim Stueve (Executive Vice President, Strategic Accounts, American International Group (AIG))
  • Joe Sullivan (CEO, Allspring Global Investments)
  • Jan Szilagyi (CEO, Toggle)
  • John Taft (Vice Chairman, Baird)
  • Cyrus Taraporevala (CEO, State Street Global Advisors)
  • Allen Thorpe (Partner, Hellman & Friedman)
  • Jay Totten (Co-Business Head, Independent Advisor Group, Dimensional Fund Advisors)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Raj Udeshi (Executive Vice President, Risk, Orion Advisor Solutions)
  • Scott Underwood (CEO, Socium Advisors)
  • Jason VanDeLoo (Chief Marketing Officer, Edelman Financial Engines)
  • Stephen Van de Wetering (Founder, Empaxis Data Management)
  • Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Strategist, Orion Advisor Solutions)
  • Kyle VanPelt (CEO, Milemarker)
  • Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
  • Rashmi Venkatesh (Business Head, Business Readiness, Fidelity Institutional)
  • Suma Vinod (President, Paanini Foundation)
  • Kendrick Wakeman (Managing Partner, qSpur)
  • Corey Walther (President, Allianz Life Financial Services)
  • Bob Ward (CEO, Financeware)
  • Tim Whiting (Chief Revenue Officer, Investments & Wealth Institute)
  • Martin Whittaker (CEO, JUST Capital)
  • Craig Wietz (President, First Rate)
  • Blake Wood (CEO, USA, Lumiant)
  • Diane Woolf (Chief Financial Officer, WealthRamp)
  • Bill Wostoupal (Executive Vice President, Strategic Relationships, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Rick Wurster (President, The Charles Schwab Corporation)
  • John Yackel (CEO, Trucendent)
  • Vadim Zlotnikov (President, Fidelity Institutional Asset Management)
  • Steve Zuschin (Executive Vice President, Enterprise Technology Adoption, LifeYield)

 

Prior Tiburon CEO Summits

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

 

 

 

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