Consulting Staff

Tiburon's consulting staff is comprised of a core group of research managers, and two support professionals. Tiburon's research managers are critical to the development of research reports and the completion of client assignments. All research managers start at Tiburon addressing marketing & administrative projects for the firm in order to train them in Tiburon's quality standards. And in order to best serve its clients, Tiburon research managers also rotate through its marketing department, taking turns sharing the firm's research with its clients & prospects, and acting as the front-line of contact with the firm.

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
Research Manager

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.

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:

  • Publishing research reports on the consumer wealth, current events, mutual funds, fee-accounts, hedge funds, wine, and CPA firms markets
  • Publishing additional (in progress) research reports on the institutional markets, indexing & ETFs, venture capital & private equity, and estate planning & charitable giving markets

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.

Oliver Chang
Research Manager

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.

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's accomplishments have included:

  • Publishing research reports on the retail banks, independent reps & independent broker/dealers, & English speaking countries markets
  • Publishing additional (in progress) research reports on the online financial services, fee-based financial advisors, and insurance agents markets

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.

Tudor Jones
Research Manager

Tudor Jones joined Tiburon as a research manager in 2008. Mr. Jones brought with him consulting and financial services experience, having previously been employed at Price Waterhouse Coopers, SRI, and Lenders National Group.

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:

  • Preparing Tiburon research materials for the completion of a dozen research reports
  • Reconciling, analyzing, & packaging Tiburon's media coverage
  • Reconciling, analyzing, & packaging Tiburon's conference speaking experience
  • Refining Tiburon's business plan to take into account firm learnings on such topics
  • Contacting Tiburon's CEO-level clients to extend invitations to its semi-annual Tiburon CEO Summits

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
Research Manager

Anthony LaChapelle joined Tiburon as a research manager in 2008. Mr. LaChapelle brought with him financial services experience, having previously been an investment operations analyst at Franklin Resources and a customer service representative at California Federal Bank.

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's accomplishments have included:

  • Publishing research reports on financial advisor benchmarking & best practices and financial advisor mergers & acquisitions
  • Publishing additional (in progress) research reports on financial advisor sales & marketing, financial advisor technology, and financial advisor business plans & industry networking
  • Contacting Tiburon's CEO-level clients to extend invitations to its semi-annual Tiburon CEO Summits

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.

Mike Omran
Research Manager

Mike Omran joined Tiburon as a research manager in 2008. Mr. Omran brought with him financial services experience, having previously been an investment manager at PO Investment Group.

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's accomplishments have included:

  • Preparing Tiburon research materials for the completion of a dozen research reports
  • Analyzing the firm's needs and recommending solutions to both property & casualty and workers' compensation insurance
  • Refining Tiburon's business plan and insurance products research report to take into account firm learnings on such topics
  • Contacting Tiburon's CEO-level clients to extend invitations to its semi-annual Tiburon CEO Summits

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
Database Manager (Part-Time)

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.

At Tiburon, Mr. Roame's responsibilities are to further develop the firm's contacts database.

Mr. Roame's accomplishments have included:
  • Making substantial additions to Tiburon's client & prospect database (an increasingly important asset to Tiburon)

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
Office Administrator

Sarah Sage joined Tiburon as office administrator in 2004. Ms. Sage brought with her a strong understanding of both marketing and administration activities.

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:
  • Managing the firm's inbound call volume by seeking to identify & fulfill needs of Tiburon clients & prospects

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.