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Consulting Staff
Click the links below to read biographies and find contact information for all Tiburon staff, including its research managers: Tiburon is also aggressively recruiting. Please see Tiburon's web site careers page for more details on available roles. Tiburon Research Managers Travis Biziorek
At Tiburon, Mr. Biziorek's responsibilities include publishing research reports and conducting research on behalf of Tiburon clients. Travis follows a wide range of financial products & services for Tiburon. Travis' accomplishments have included:
Travis is an available media contact and conference speaker on the consumer wealth, current events, mutual funds, fee-accounts, hedge funds, wine, and CPA firms markets. Prior to joining Tiburon, Mr. Biziorek was employed as an analyst at Franklin Resources. Previously he was a foreign currency trader at Allston Trading and an investment analyst at The Shemano Group. Mr. Biziorek received his BS in Economics & Business Administration from Saint Mary's College in 2005. Travis is a native of Michigan and now lives in the East Bay area of San Francisco. He can be reached at TBiziorek@TiburonAdvisors.Com or 415-789-2546.
At Tiburon, Mr. Chang's responsibilities include the publishing of research reports and conducting research on behalf of Tiburon clients. Oliver follows markets & distribution channels for Tiburon.
Oliver is an available media contact and conference speaker on retail banks, independent reps & independent broker/dealers, & English speaking countries markets. Prior to joining Tiburon, Mr. Chang was a personal banker at Citibank. Prior to that, Oliver was a financial advisor at Ameriprise Financial. Mr. Chang received his BS in Management Science from the University of California at San Diego in 2004. Oliver is a native of Los Angeles and is now living in the city of San Francisco. He can be reached at OChang@TiburonAdvisors.Com or 415-789-2556.
At Tiburon, Mr. Jones' responsibilities include the publishing of research reports and conducting research on behalf of Tiburon clients. Tudor is currently on rotation in Tiburon's marketing department. Tudor's accomplishments have included:
Tudor will soon be an available media contact and conference speaker. Prior to joining Tiburon, Mr. Jones was a sales floor manager at Lenders National Group. Prior to that, he was a loan originator & account executive at SRI, and a freelance consultant at Price Waterhouse Coopers. Mr. Jones received his BA in English Literature from the University of California at Los Angeles in 2001. Tudor is a native of Los Angeles and is now living in the town of Tiburon. He can be reached at TJones@TiburonAdvisors.Com or 415-789-2544. Anthony LaChapelle
At Tiburon, Mr. LaChapelle's responsibilities include the publishing of research reports and conducting research on behalf of Tiburon clients. Anthony follows financial advisor-oriented topics for Tiburon.
Anthony is an available media contact and conference speaker on financial advisor benchmarking & best practices and financial advisor mergers & acquisitions. Prior to joining Tiburon, Mr. LaChapelle was an investment operations analyst at Franklin Resources. Prior to that, Anthony was a customer service representative at California Federal Bank. Mr. LaChapelle received his BS in Finance from Saint Mary's College in 2007. Anthony is a native of Sacramento and is now living in the East Bay area of San Francisco. He can be reached at ALaChapelle@TiburonAdvisors.Com or 415-789-2548.
At Tiburon, Mr. Omran's responsibilities include the publishing of research reports and conducting research on behalf of Tiburon clients. Mike is currently on rotation in Tiburon's marketing department.
Mike will soon be an available media contact and conference speaker. Prior to joining Tiburon, Mr. Omran was an investment manager at PO Investment Group. Mr. Omran received his BS in International Business from Azusa Pacific University in 2007. Mike is a native of San Francisco and is now living in the city of San Francisco. He can be reached at MOmran@TiburonAdvisors.Com or 415-789-2543. Tiburon Support Personnel Chuck Roame
At Tiburon, Mr. Roame's responsibilities are to further develop the firm's contacts database. Mr. Roame's accomplishments have included:
Prior to joining Tiburon, Mr. Roame worked as a vice president of Peninsula Bank. He started his banking career as a mid-career hire and earned steady promotions first at First of America, and subsequently at Barnett Bank, Nations Bank, South Trust, and finally Peninsula Bank. Chuck had many accomplishments in the banking industry, including being the leader in annuity sales for First of America's Florida Gulf Coast region, increasing assets by 40% and being in the top five in sales & customer service at South Trust, and increasing assets 125% and being the first in his region in product sales at Peninsula Bank. Prior to his banking career, Mr. Roame worked in operations for Hostess Cake for thirty years. Chuck attended both Oakland Community College and Walsh College. Mr. Roame is a native of Detroit, Michigan and currently splits his time between Florida, Tennessee, Michigan, & California. Chuck can be reached at CRoame2@TiburonAdvisors.Com and 415-789-2540. Sarah Sage
At Tiburon, Ms. Sage's responsibilities are to assist clients, conference planners, & media members in leveraging Tiburon's research materials. Ms. Sage's accomplishments have included:
Prior to joining Tiburon, Ms. Sage worked in both marketing and administration. Sarah received her BA in Comparative Literature from Stanford in 2004. Ms. Sage is a native of New York City and currently lives in the San Francisco Bay Area. Sarah can be reached at SSage@TiburonAdvisors.Com and 415-789-2540. Feel free to contact any member of Tiburon's consulting staff who you think can provide assistance. Please click here to read about Tiburon's Managing Principal or Other Principals. In addition, Tiburon has developed three Executive Programs to compliment its industry expertise and client services. Please visit the pages regarding the firm's CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows. |
Travis Biziorek joined Tiburon as a research manager in 2008 and became a team leader that same year. Mr. Biziorek brought with him experience in the financial services industry, having been previously employed at Franklin Resources, Allston Trading, and The Shemano Group.
Oliver Chang joined Tiburon as a research manager in 2008. Mr. Chang brought with him financial services experience, having previously been a personal banker at Citibank and a financial advisor at Ameriprise Financial.
Chuck Roame joined Tiburon as a part-time database manager in 2006. Mr. Roame is the father of Tiburon's managing principal, and he brought with him a strong understanding of banking industry, having previously had experiences at Nations Bank, South Trust, Barnett Bank, First of America, and Peninsula Bank.