WealthTech

Tiburon CEO Summit Fall 2026

Official websiteRegisterAgenda
5 weeks 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 BrunoManaging Director, Emigrant Partners
  • Darren TedescoFacilitator
  • Brian RossIntroducer, Flyer Financial Technologies
  • Sinisa BabcicSpeaker, Ernst & Young
  • Will KangasSpeaker
  • Bradley KellumSpeaker, Oliver Wyman
  • Scott ReddelSpeaker, Capital Markets & Wealth Management
  • Michael SpellacySpeaker, Alvarez & Marsal
  • Scott HansonVice Chairman, Allworth Financial
  • Sean LambertSpeaker, San Diego & Baja Youth with a Mission
  • Rick WursterAward Recipient, The Charles Schwab Corporation
  • Amar AhluwaliaFacilitator, OneVest
  • Eric BeckerPanelist, Cresset Capital Management
  • Dan GlaserPanelist, Clayton, Dubilier, & Rice (CD&R)
  • Ralph HaberliPanelist, Edelman Financial Engines
  • Tom JessopPanelist, Fidelity Brokerage
  • Tom WalrondPanelist, Private Client Group
  • Dave WellingPanelist, Mercer Advisors
  • Skip SchweissSpeaker, Sierra Investment Management
  • John LangstonIntroducer, Republic Capital Group
  • Dennis MooreSpeaker, Financial Planning Association (FPA)
  • Dane SnowdenSpeaker, Certified Financial Planner Board of Standards (CFP Board)
  • Randy BullardFacilitator, Hightower Advisors
  • Andrew AltfestPanelist, FP Alpha

Logistics

Where to stay

Places to stay near the venue.

Stay on it

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Plan this event

Work out who to meet here

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