# Tiburon CEO Summit Fall 2026

- Dates: 19 October 2026 to 21 October 2026
- Location: Boston, United States
- Organiser: Tiburon Strategic Advisors
- Industry: WealthTech
- Expected attendance: 450

## Who attends

An exclusive cross-industry forum for senior executives in Wealth & Investment Management (& WealthTech)

_As described by the organiser._

## Official links

- [Official website](https://www.tiburonadvisors.com/CEO_Summits.html)
- [Registration](https://www.tiburonadvisors.com/attend_first_tiburon_ceo_summit.html)
- [Agenda](https://www.tiburonadvisors.com/Meeting_Agenda.html)

## Topics

- IT

## Speakers

- Mark Bruno, Managing Director, Emigrant Partners
- Darren Tedesco, Facilitator
- Brian Ross, Introducer, Flyer Financial Technologies
- Sinisa Babcic, Speaker, Ernst & Young
- Will Kangas, Speaker
- Bradley Kellum, Speaker, Oliver Wyman
- Scott Reddel, Speaker, Capital Markets & Wealth Management
- Michael Spellacy, Speaker, Alvarez & Marsal
- Scott Hanson, Vice Chairman, Allworth Financial
- Sean Lambert, Speaker, San Diego & Baja Youth with a Mission
- Rick Wurster, Award Recipient, The Charles Schwab Corporation
- Amar Ahluwalia, Facilitator, OneVest
- Eric Becker, Panelist, Cresset Capital Management
- Dan Glaser, Panelist, Clayton, Dubilier, & Rice (CD&R)
- Ralph Haberli, Panelist, Edelman Financial Engines
- Tom Jessop, Panelist, Fidelity Brokerage
- Tom Walrond, Panelist, Private Client Group
- Dave Welling, Panelist, Mercer Advisors
- Skip Schweiss, Speaker, Sierra Investment Management
- John Langston, Introducer, Republic Capital Group
- Dennis Moore, Speaker, Financial Planning Association (FPA)
- Dane Snowden, Speaker, Certified Financial Planner Board of Standards (CFP Board)
- Brooke Southall, Speaker, RIA Biz
- Randy Bullard, Facilitator, Hightower Advisors

## Where to stay

- **Omni Parker House**: 80 m from the venue, 60 School Street, Boston, 02108
  - [Hotel website](https://www.omnihotels.com/hotels/boston-parker-house)
  - Phone: +1 617 227-8600
- **Hotel AKA Boston Common**: 140 m from the venue, 90 Tremont Street, Boston, 02108
  - [Hotel website](https://www.stayaka.com/hotel-aka-boston-common)
  - Phone: +1 617 772 5800
- **XV Beacon**: 180 m from the venue, 15 Beacon Street, Boston, 02108
  - [Hotel website](https://xvbeacon.com/)
- **Hyatt Centric Faneuil**: 210 m from the venue, 54-68 Devonshire Street, Boston, 02109
  - [Hotel website](https://www.hyatt.com/en-US/hotel/massachusetts/hyatt-centric-faneuil-hall-boston/bosct)
- **Churchill at Boston View**: 220 m from the venue
- **Club Quarters Hotel**: 300 m from the venue, 161 Devonshire Street, Boston, 02110
  - [Hotel website](https://clubquartershotels.com/boston/faneuil-hall)
  - Phone: +1-617-357-6400
- **The Bostonian Boston**: 430 m from the venue
- **The Godfrey Hotel Boston**: 440 m from the venue, 505 Washington Street, Boston, 02111
  - [Hotel website](https://www.godfreyhotelboston.com/)
  - Phone: +1 617 804 2000

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- [ASA Joint Statistical Meeting 2026](https://www.luminik.io/events/asa-joint-statistical-meeting-boston/)
- [Joint Statistical Meeting](https://www.luminik.io/events/joint-statistical-meeting-boston/)
- [International Conference of the Inflammation Research Association](https://www.luminik.io/events/international-conference-of-the-inflammation-research-association/)
- [International Symposium on Phytochemicals in Medicine and Food](https://www.luminik.io/events/international-symposium-on-phytochemicals-in-medicine-and-food/)
- [NCES 2026](https://www.luminik.io/events/nces-boston/)
- [Strategic Alliance Meeting & Forum](https://www.luminik.io/events/strategic-alliance-meeting-forum-wichita/)

Source: https://www.luminik.io/events/tiburon-ceo-summit-fall-boston/