WealthTech
Tiburon CEO Summit Fall 2026
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)
- Brooke SouthallSpeaker, RIA Biz
- Randy BullardFacilitator, Hightower Advisors
Logistics
Where to stay
Places to stay near the venue.
Hyatt Centric Faneuil
54-68 Devonshire Street, Boston
Omni Parker House
60 School Street, Boston
Club Quarters Hotel
161 Devonshire Street, Boston
Hotel AKA Boston Common
90 Tremont Street, Boston
The Bostonian Boston
Oakwood at Downtown Boston
XV Beacon
15 Beacon Street, Boston
Marriott Vacation Club Pulse® at Custom House
3 McKinley Square, Boston
Plan this event
Work out who to meet here
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