Tiburon CEO Summit Award Recipients
Recognizing industry executives who exemplify consumer focus and innovation in Wealth & Investment Management (& WealthTech)
Most Recent & Upcoming Tiburon CEO Summit Award Recipients
- Founder of Edelman Financial Services
- Leading provider of consumer-oriented educational books & radio shows
- Merged with Financial Engines to create leading fee-based financial advisor (RIA) Edelman Financial Engines
- Approximately $300 billion assets under management (largest fee-based financial advisor (RIA))
- Founder of Digital Assets Council of Financial Professionals
- Leading provider of blockchain technology & digital assets education for financial advisors
- President & CEO of The Charles Schwab Corporation since January 1, 2025; member of Board of Directors
- Succeeded Walt Bettinger who retired as CEO
- Approximately $11.9 trillion in total client assets
- Previously President of The Charles Schwab Corporation (2021-2025) and CEO of Charles Schwab Investment Management
- Portfolio Manager at Wellington Management (10 years) and Associate Principal at McKinsey & Company
- CFA & CMT designations; Board of Governors, First Tee
Two Core Themes Driving the Awards
The Tiburon CEO Summit Awards were created in 2009 to allow thousands of Tiburon attendees to recognize industry executives who exemplify these two attributes:
Focusing on Consumer (and Other Client) Needs
Tiburon has long been known for promoting the importance of staying close to (and listening to) clients and focusing on clients' needs, arguing that the wealth & investment management (& WealthTech) industry conducts too little consumer research, historically instead opting to design products before listening to consumers. To foster such a focus at the Tiburon CEO Summits, Tiburon starts every Tiburon CEO Summit with the popular Ask the Consumers panel, which allows open dialog with industry clients. And Tiburon's managing partner starts every Tiburon CEO Summit keynote presentation with a review of consumer wealth.
Challenging Conventional Industry Wisdom (Innovation)
Tiburon has long perceived certain segments of the wealth & investment management (& WealthTech) industry to be caught up in group think and the firm has become known for challenging conventional industry wisdom. Tiburon's Managing Partner Chip Roame does this through research and sharing data that often calls into question commonly perceived industry truths. Tiburon welcomes and encourages this critical thinking as part of its Tiburon CEO Summits. In this light, Tiburon appreciates the innovators in the industry and seeks to allow Tiburon CEO Summit attendees to recognize them, whether they are executives within large wealth & investment management (& WealthTech) firms or entrepreneurs leading smaller firms.
Prior Tiburon CEO Summit Award Recipients
Tiburon attendees have voted for twenty past Tiburon CEO Summit award recipients, including:
