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

Tiburon CEO Summit XXXVII: October 7-9, 2019

Tiburon CEO Summit XXXVII was held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXVII officially started at 7:45am on Tuesday, October 8, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, October 9, 2019. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXVII included speakers Ken Fisher (CEO, Fisher Investments); Matt Ahern (Managing Principal, Knightsbridge Advisors); Jim Ashton (Partner, NewSpring Capital); Patrick Beaudan (CEO, Emotomy); Cat Berman (CEO, CNote); Alex Chalekian (CEO, Lake Avenue Financial); Jean-Marc Chapus (Managing Partner, Crescent Capital Group); Todd Crockett (Managing Director, TA Associates); Pam Cytron (CEO, Pendo Systems); Anthony DeChellis (CEO, Boston Private Financial Holdings); Jeff Dekko (CEO, Wealth Enhancement Group); Jim Dickson (CEO, Sanctuary Wealth Partners); Sonya Dreizler (CEO, Solutions with Sonya); Will Dolan (CEO, Financeware); Ken Dychtwald (CEO, Age Wave); Justin Ferri (Chairman, Buckingham Strategic Wealth); Praveen Ghanta (CEO, HiddenLevers); Mark Goldberg (CEO, Griffin Capital Securities); Tim Harrison (CEO, Harrison Financial Services); Neil Hennessy (Chairman, Hennessy Advisors); Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board)); Jay Lipman (President, Ethic); Michael Martin (Managing Director, Warburg Pincus); David Mrazik (Managing Partner, Merchant Investment Management); Gerard O'Reilly (Co-CEO, Dimensional Fund Advisors); Bob Oros (CEO, HighTower); Ethan Penner (Managing Partner, Mosaic Real Estate Investors); Michael Pinsker (Chairman, Docupace Technologies); Alex Potts (Chairman, BAM Advisor Services); Larry Raffone (CEO, Edelman Financial Engines); Rachel Robasciotti (CEO, Robasciotti & Philipson); Andrew Rudd (CEO, Advisor Software); Karen Schaeffer (President, Schaeffer Financial); Marc Schechter (Senior Managing Partner, Schechter Wealth Management); Michelle Seitz (CEO, Russell Investments); Mike Sha (CEO, SigFig); Scott Stuart (Managing Partner, Sageview Capital); Chris Sugden (Managing Partner, Financial Technology, Edison Partners); Wes Thompson (CEO, M Financial Group); Don Trone (CEO, 3ethos); Don Truesdale (CEO, Ardea Partners); Enrique Vasquez (President, Avantax Wealth Management); Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech); & others. Tiburon CEO Summit XXXVII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXVII Keynote Presentation Video

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

Tiburon CEO Summit XXXVII: Attendee Videos

Tiburon CEO Summit XXXVII videos, short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits, will be posted soon. In the meantime, please enjoy videos from Tiburon CEO Summit XXXV.

Tiburon CEO Summit XXXVII: Photographs

Tiburon engages the services of a professional photographer to record the events and capture the spirit of the Tiburon CEO Summits for the benefit of Tiburon members. All Tiburon CEO Summit sponsors, members, and journalists are welcome to view, download, and share these images across traditional and social media.

Please click here to view the photo gallery from Tiburon CEO Summit XXXVII.

Tiburon CEO Summit XXXVII: Attendee List

Tiburon is pleased to announce that the following 198 Tiburon members attended Tiburon CEO Summit XXXVII:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Matt Ahern (Managing Principal, Knightsbridge Advisors)
  • Rob Anderson (Partner, FTV Capital)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Ted Angus (General Counsel, AssetMark)
  • Adam Antoniades (President, Cetera Financial Group)
  • Mike Apker (Executive Vice President, Envestnet)
  • Frank Apollo (Chief Operating Officer, Hines Securities)
  • Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
  • Dan Arnold (CEO, LPL Financial Holdings)
  • Jim Ashton (Partner, Newspring Capital)
  • Steve Atkinson (Executive Vice President, BAM Advisor Services)
  • Barrett Ayers (President, Adhesion Wealth Solutions)
  • Kylee Beach (General Counsel, Orion Advisor Solutions)
  • Ryan Beach (President, Orion Advisor Solutions)
  • Patrick Beaudan (CEO, Emotomy)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Lee Beck (Managing Partner, Kudu Investment Management)
  • Cat Berman (CEO, CNote)
  • Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
  • Ben Brigeman (CEO, Cetera Financial Group)
  • Matt Brown (CEO, CAIS)
  • Roy Burns (Managing Director, TA Associates)
  • Kevin Byrne (CEO, Pacific Global Asset Management)
  • Jim Cahn (Chief Investment Officer, Wealth Enhancement Group)
  • Jeff Carlin (Senior Managing Director, United States Retail Distribution, Nuveen Investments)
  • Alex Chalekian (CEO, Lake Avenue Financial)
  • Jean-Marc Chapus (Managing Partner, Crescent Capital Group)
  • Hamesh Chawla (Chief Product Officer, Financial Engines)
  • Matt Chisholm (Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions)
  • Peter Cieszko (Business Head, Strategic Development Americas, American Century Investments)
  • Bernie Clark (Executive Vice President, Advisor Services, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Crystal Clifford (Chief Operating Officer, Avantax Wealth Management)
  • Alan Clopine (CEO, Pure Financial Advisors)
  • Celine Colgan (Business Head, North American Institutional Business, Matthews International Capital Management)
  • Randy Conner (President, Churchill Management Group)
  • Todd Crockett (Managing Director, TA Associates)
  • Jeff Cusack (Senior Managing Director, National Sales, Nuveen Investments)
  • Pam Cytron (CEO, Pendo Systems)
  • Robert DeChellis (CEO, Bonsai Personal Pensions)
  • Tony DeChellis (CEO, Boston Private Financial Holdings)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Jim Dickson (CEO, Sanctuary Wealth Services)
  • Will Dolan (CEO, Financeware)
  • Sonya Dreizler (CEO, Solutions with Sonya)
  • Adam Durrett (Managing Director, Hellman & Friedman)
  • Ken Dychtwald (CEO, Age Wave)
  • Jason Early (Chief Revenue Officer, BizEquity)
  • Pete Engelken (Chief Operating Officer, Allworth Financial)
  • Justin Ferri (Chairman, Buckingham Strategic Wealth)
  • Ken Fisher (Executive Chairman, Fisher Investments)
  • Rob Foregger (Executive Vice President, NextCapital Group)
  • Greg Friedman (CEO, Private Ocean)
  • Terry Gaines (Chief Business Development Officer, First Rate)
  • Adi Garg (Chief Technology Officer, Allworth Financial)
  • Praveen Ghanta (CEO, HiddenLevers)
  • Gregg Giaquinto (Executive Vice President, City National Rochdale)
  • Mat Gleason (CEO, FBL Marketing Services)
  • Mark Goldberg (CEO, Griffin Capital Securities)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Mike Granger (Executive Vice President, Advisor Software)
  • Bomy Hagopian (Co-Business Head, Real Estate, Berkshire Global Advisors)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Neil Hennessy (Chairman, Hennessy Advisors)
  • Bob Herrmann (CEO, Discovery Data)
  • Mark Hoffman (CEO, LifeYield)
  • Mike Hollander (Managing Director, GTCR Golder Rauner)
  • Anton Honikman (CEO, MyVest Corporation)
  • Dan Houston (CEO, Principal Financial Group)
  • Chris Hufman (Chief Operating Officer, FacetWealth)
  • David Jegen (Managing Partner, F-Prime Capital)
  • Anders Jones (CEO, Facet Wealth)
  • Chris Jones (Chief Investment Officer, Financial Engines)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
  • Brad Kellogg (Chief Strategy Officer, FIX Flyer)
  • Mike Kerins (CEO, RobustWealth)
  • Rob Klapprodt (Corporate Strategy Officer, Vestmark)
  • David Knoch (President, 1st Global Capital Corporation)
  • Andrew Korn (Partner, Sageview Capital)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (President, Orion Tech)
  • Stephen Langlois (Chief Business Development Officer, eMoneyAdvisor)
  • John Largent (Chief Investment Strategist, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Chief Innovation Officer, CAIS)
  • Andrew Lewis (Executive Vice President, Business Development & Partnerships, InvestCloud)
  • Andrew Lill (Chief Investment Officer, Americas, Morningstar Investment Management)
  • Jay Lipman (President, Ethic)
  • Jack Lynch (Chief Strategy Officer, Ridgeline)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada, Fidelity Investments)

  • Jud Mackrill (Chief Marketing Officer, Carson Group)
  • Manish Malhotra (CEO, Income Discovery)
  • Brooks Marston (Chief Revenue Officer, The Pacific Financial Group)
  • Michael Martin (Managing Director, Financial Services Group, Warburg Pincus)
  • Chris McClain (President, Ridgeline)
  • George McCuen (President, Napa Wealth Management)
  • Ed McGill (Partner, McGill Junge Wealth Management)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Bo McWilliams (Chief Operations Officer, First Rate)
  • Megan Meade (Co-CEO, The Pacific Financial Group)
  • Muk Mehta (Chief Information Officer, AssetMark)
  • Ed Mercier (President, RetireOne)
  • Sanjiv Mirchandani (President, Fidelity Clearing & Custody)
  • Christian Mitchell (President, Northwestern Mutual Wealth Management Company)
  • Viggy Mokkarala (Executive Vice President, Strategic Business Development, Envestnet)
  • David Mrazik (Managing Partner, Merchant Investment Management)
  • Mark Nerud (CEO, Jackson National Asset Management)
  • Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial)
  • Peter Nesvold (Chief Operating Officer, Silver Lane Advisors)
  • Terry Nilsen (President, Hennessy Advisors)
  • Cameron Nordholm (CEO, Gainfully)
  • Chris Oddy (Chief Financial Officer, Allworth Financial)
  • Harry O’Mealia (CEO, 1919 Investment Counsel)
  • Gerard O’Reilly (Co-CEO, Dimensional Fund Advisors)
  • Bob Oros (CEO, HighTower)
  • Elyse Pellman (President, Age Wave)
  • Ethan Penner (Managing Partner, Mosaic Real Estate Investors)
  • John Phillips (Executive Vice President, Bank & Broker/Dealer Sales, Fidelity Custody & Clearing Solutions)
  • Michael Pinsker (Chairman, Docupace Technologies)
  • Alex Potts (Chairman, BAM Advisor Services)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Larry Raffone (CEO, Edelman Financial Engines)
  • Dean Rager (President, Geneos RIA)
  • Lisa Rapuano (Chief Financial Officer, Facet Wealth)
  • Matt Regan (President, Wealthcare)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • James Rhodes (Chief Technology Officer, Morningstar)
  • Rachel Robasciotti (CEO, Robasciotti & Philipson)
  • Noni Robinson (Business Head, Bank & Institutional Channel, Financial Advisor Services, The Vanguard Group)
  • Collin Roche (Managing Director, GTCR Golder Rauner)
  • Tony Rochte (Executive Vice President, Institutional Investment & Technology Solutions and FundsNetwork, Fidelity Investments)
  • Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
  • Ann Rosevear (President, Dunham Trust Company)
  • Brian Ross (CEO, FIX Flyer)
  • Andrew Rudd (CEO, Advisor Software)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Sanjeev Sardana (CEO, BluePointe Capital Management)
  • Nick Scalzo (Co-CEO, The Pacific Financial Group)
  • Aaron Schaben (Co-President, Carson Group)
  • Karen Schaeffer (President, Schaeffer Financial)
  • Paul Schaeffer (Advisor, Aquiline Capital Partners)
  • Marc Schechter (Senior Managing Partner, Schechter Wealth Management)
  • Chris Schrobilgen (Executive Vice President, Sales & Marketing, Advisor Partners)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Michelle Seitz (CEO, Russell Investments)
  • Mike Sha (CEO, SigFig)
  • Tim Shannon (President, CAIS)
  • Jack Sharry (Chief Marketing Officer, LifeYield)
  • Teri Shepherd (Co-President, Carson Group)
  • Babu Sivadasan (President, Envestnet Retirement Solutions)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Milo Sprague (Senior Advisor, Technology, FTV Capital)
  • Mike Stanley (Chief Financial Officer, MyVest Corporation)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Rich Steinmeier (President, Business Development, LPL Financial)
  • Dave Stone (CEO, RetireOne)
  • Hal Strong (Operating Executive, Financial Services, Genstar Capital)
  • Scott Stuart (Managing Partner, Sageview Capital)
  • Chris Sugden (Managing Partner, Financial Technology, Edison Partners)
  • Marie Swift (CEO, Impact Communications)
  • Mark Tapling (CEO, Docupace Technologies)
  • Wes Thompson (CEO, M Financial Group)
  • Alex Trianine (Chief Revenue Officer, FIX Flyer)
  • Don Trone (CEO, 3ethos)
  • Don Truesdale (CEO, Ardea Partners)
  • Raj Udeshi (Founder, HiddenLevers)
  • Jason VanDeLoo (Chief Marketing Officer, Edelman Financial Engines)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (President, CLS Investments)
  • Laura Varas (CEO, Hearts & Wallets)
  • Enrique Vasquez (President, Avantax Wealth Management)
  • Kendrick Wakeman (CEO, FinMason)
  • Brad Walker (Senior Managing Director, Alternative Investments, CAIS)
  • Corey Walther (President, Allianz Life Financial Services)
  • Bob Ward (Chief Revenue Officer, Financeware)
  • Ben Webster (CEO, Owl Analytics)
  • Dave Welling (CEO, Mercer Advisors)
  • Tim Whiting (Chief Marketing Officer, Investments & Wealth Institute (IMCA))
  • Craig Wietz (President, First Rate)
  • Matt Wilson (President, E*Trade Advisor Services)
  • Bill Wostoupal (Chief of Strategic Relationships, Orion Advisor Solutions)
  • Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech)
  • Chris Zuczek (Chief Product Officer, Discovery Data)
  • Michael Zuna (Chief Marketing Officer, Cetera Financial Group)
  • Gary Zyla (Chief Financial Officer, AssetMark)

 

Prior Tiburon CEO Summits

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

 

 

 

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