# Tiburon CEO Summit Fall 2026 attendees

Speakers and their companies named on public listings.

Public listings for Tiburon CEO Summit Fall 2026 name 55 speakers and 47 organizations.

Last checked 2026-09-24. 19 October 2026 to 21 October 2026, Boston, United States.

## Who attends

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

_As described by the organizer._

## Speakers (55)

- 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)
- Randy Bullard, Facilitator, Hightower Advisors
- Andrew Altfest, Panelist, FP Alpha
- Lauren Clough, Panelist, bQuest
- Jeff Coyle, Panelist, Libretto
- Alex Hargrove, Panelist, NetLaw Group
- Max Lane, Panelist, Flourish
- Jenn Anderson, Facilitator, Hightower Advisors
- Joe Anthony, Panelist, Gregory
- Rishi Bharathan, Panelist, WiserAdvisor
- Dave Christensen, Panelist, FMG Suite
- Ian Karnell, Panelist, VastAdvisor
- Robert Sofia, Panelist, Snappy Kraken
- Jason Van de Loo, Panelist, Choreo
- Andrew Cedar, Panelist, Long Ridge Equity Partners
- Matt Harris, Panelist, Bain Capital
- Dante La Ruffa, Panelist, Aquiline Capital Partners
- Brian Saunders, Panelist, Atlas Merchant Capital
- Justin Wisz, Panelist, Thicket Ventures
- Brad Kellogg, Facilitator, Flyer Financial Technologies
- Michael Bell, Panelist, Meketa Capital
- Daniel Gamba, Panelist, Franklin Resources
- Adam Rein, Panelist, CapShift
- Brad Walker, Panelist, CAIS
- Dan Raju, Panelist, Tradier
- Mike Reed, Facilitator, Republic Capital Group
- Matt Cooper, Panelist, Beacon Pointe Advisors
- Vince Morris, Panelist, OneDigital
- Eric Sontag, Panelist, Wealthspire Advisors
- Ed Walters, Panelist, World Investment Advisors
- Jerry Michael, Facilitator, Smartleaf
- Lee Andreatta, Panelist, Advyzon Investment Management
- Brendan Clark, Panelist, Clark Capital Management Group
- Reed Colley, Panelist, Orion Advisor Technology

## Companies on stage (47)

- Emigrant Partners
- Flyer Financial Technologies
- Ernst & Young
- Oliver Wyman
- Capital Markets & Wealth Management
- Alvarez & Marsal
- Allworth Financial
- The Charles Schwab Corporation
- OneVest
- Cresset Capital Management
- & Rice (CD&R)
- Edelman Financial Engines
- Fidelity Brokerage
- Private Client Group
- Mercer Advisors
- Sierra Investment Management
- Republic Capital Group
- Financial Planning Association (FPA)
- Hightower Advisors
- FP Alpha
- bQuest
- Libretto
- NetLaw Group
- Flourish
- Gregory
- WiserAdvisor
- FMG Suite
- VastAdvisor
- Snappy Kraken
- Choreo
- Long Ridge Equity Partners
- Bain Capital
- Aquiline Capital Partners
- Atlas Merchant Capital
- Thicket Ventures
- Meketa Capital
- Franklin Resources
- CapShift
- CAIS
- Tradier
- Beacon Pointe Advisors
- OneDigital
- Wealthspire Advisors
- World Investment Advisors
- Smartleaf
- Advyzon Investment Management
- Clark Capital Management Group

## Frequently asked

### Who is listed for Tiburon CEO Summit Fall 2026?

Public listings for Tiburon CEO Summit Fall 2026 name 55 speakers and 47 organizations.

### Is there an attendee list for Tiburon CEO Summit Fall 2026?

This page shows the listed speakers and their companies. Registration lists are held by the organizer. Request a target list to plan who to meet.

### Which speakers are listed for Tiburon CEO Summit Fall 2026?

55 speakers are named on public listings for Tiburon CEO Summit Fall 2026, including Mark Bruno (Managing Director, Emigrant Partners); Darren Tedesco (Facilitator); Brian Ross (Introducer, Flyer Financial Technologies).

### When and where is Tiburon CEO Summit Fall 2026?

19 October 2026 to 21 October 2026 at Boston, United States.

Named here and want a correction or removal? Tell us: https://www.luminik.io/report/?event=Tiburon%20CEO%20Summit%20Fall%202026&path=%2Fevents%2Ftiburon-ceo-summit-fall-boston%2Fattendees%2F&reason=removal

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