Past eventHeld October 19–21, 2026
Tiburon CEO Summit 2026
An invitation-only cross-industry forum for senior executives in wealth and investment management and WealthTech.
Boston InterContinental Hotel, Boston, Massachusetts
- Held
- October 19–21, 2026
- Venue
- Boston InterContinental Hotel, Boston, Massachusetts
TL;DR
- Tiburon CEO Summit 2026 took place October 19–21 at the Boston InterContinental Hotel in Boston, Massachusetts.
- Attendance was by invitation only for ongoing Tiburon members, with no cost beyond travel and lodging expenses.
- The program was billed as including a welcome reception, fireside chats, Tiburon Talks, CEO panels, and CEO roundtables.
- The audience was a select cross-industry group of senior executives in wealth and investment management and WealthTech.
About
Tiburon CEO Summit LI is an exclusive cross-industry forum for senior executives in wealth and investment management and WealthTech. Attendance is invitation-only and limited to ongoing Tiburon members.
Who was in the room
Senior executives and CEOs
Senior executives, including CEOs, in wealth and investment management and WealthTech.
Featured speakers
1 listedChip Roame
Managing Partner, Keynote · Tiburon Strategic Advisors
Venue & travel
Venue
Boston InterContinental HotelQuestions people ask
8 answeredThe next edition, Tiburon CEO Summit LII, is set for April 26-28, 2027 in Boston, MA.
Tiburon CEO Summit 2026 took place October 19–21, 2026.
It was held at the Boston InterContinental Hotel in Boston, Massachusetts.
There was no registration cost; attendees covered travel and lodging expenses.
The summit was aimed at senior executives, including CEOs, in wealth and investment management and WealthTech.
It was worth it for CEOs and senior executives of wealth and investment management firms that are already Tiburon members, since attendance was by invitation, cost nothing beyond travel and lodging, and the sessions were billed as fireside chats, CEO panels and roundtables built on Tiburon research. Non-members, vendors and junior staff cannot simply register, and the semi-annual Boston and San Francisco schedule suits executives who want repeat peer contact more than a one-off event.
Wealth management executives at CEO forums usually wear business attire, typically a suit or blazer with open collar or tie, and a coat for Boston in late October.
The summit was aimed at senior executives and CEOs from wealth and investment management and WealthTech companies.
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