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Managing Principal
Tiburon is led by Charles ("Chip") Roame whose personal experience and capabilities exemplify the combination of industry knowledge, consulting skills, research aptitude, & industry experience that serve as the foundation of Tiburon and the requirements for all Tiburon principals. Charles ("Chip") Roame
At Tiburon, Mr. Roame has responsibility for all of the firm's consulting, research, & marketing activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - mutual funds, exchange traded funds, separately managed accounts, hedge funds & other alternative investments, financial planning, wealth management services, life insurance, annuities, family office services, online financial services, and the growing independent advisor markets. He has also taken a substantial interest in financial services company market capitalization, venture capital & private equity opportunities, & investment banking transactions. At Tiburon, Mr. Roame has led over 1,100 client engagements for over 300 corporate clients since 1998. Mr. Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the twenty-five most influential people in financial planning by Investment Advisor magazine. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times. Mr. Roame is a frequent keynote speaker for corporate clients and at industry events. Popular topics for recent speeches have included the Future of Advice, the Booming Separately Managed Accounts Market, the Growing Hedge Funds Market, the Emergence of the Wealth Management Business, Best Practices of Fee-Based Financial Advisors, and Succession Planning & the Acquisition Market for Independent Advisors. Mr. Roame is quoted daily in industry publications and media outlets such as The Wall Street Journal, The New York Times, Business Week, Reuters, Bloomberg, Dow Jones Newswires, American Banker, Pensions & Investments, etc. He is a contributing author to over forty Tiburon research reports and is in the process of publishing three new reports, one on the changing financial services landscape and two on the wine industry. Prior to forming Tiburon, Mr. Roame was the vice president of business strategy at The Charles Schwab Corporation. At Charles Schwab, Mr. Roame played a key strategic role in the mutual funds, financial advisor, & online brokerage businesses. Prior to joining Schwab, Mr. Roame was a management consultant at McKinsey & Company, where he developed corporate, product, & market strategies for financial services companies in New York, Sydney, London, Frankfurt, & Mexico City. Mr. Roame is now intending to refocus some of his time to serve on a few Tiburon client company boards. In the past, he has served on a variety of boards, including those for start-up venture Prima Capital Holdings and the SA Funds. Mr. Roame’s ability to add value to financial services company boards comes from his breadth and depth of his strategic, product, and distribution experiences at Tiburon, and in his previous roles at The Charles Schwab Corporation and McKinsey & Company. Mr. Roame is a native of Detroit and a graduate of the University of Michigan (MBA) and now lives in Belvedere, CA, less than a mile from the firm's main office. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2541. Additional Photos for Media Representatives & Conference Planners
To learn about other Tiburon people, please visit the pages for Other Principals, Consulting Staff, Executive Programs, CEOs-in-Residence, FA Roundtable, and Consulting Fellows. |
Charles ("Chip") Roame is the Managing Principal of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the brokerage, investments, wealth management, banking, & insurance markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation. Mr. Roame is quoted daily throughout the media and, due to Tiburon's widely shared research, he may be the most frequently demanded conference speaker, giving 75+ speeches each year. His particular expertise is that of corporate strategy for larger financial services firms, designing broad multi-faceted strategies and making trade-offs between alternative businesses, products, & markets.
