WealthTech

Tiburon CEO Summit Fall 2026

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3 months until it opens.

The essentials

Event details

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

Who attends

The audience

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

As described by the organiser

Agenda themes

Topics covered

  • IT

On stage

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

Logistics

Where to stay

Places to stay near the venue.

Keep planning

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