Charles ("Chip") Roame
Managing Partner - Tiburon Strategic Advisors
About Chip Roame
Mr. Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is a leading strategic advisor to 700+ Tiburon corporate member firms & other clients, primarily advising the CEOs, other senior executives, & boards of directors of wealth & investment management (& WealthTech) firms. Mr. Roame has also served as an industry experienced board member for numerous Tiburon member firms, and currently serves on eight boards. He participated as a board member as firms signed dozens of substantial joint ventures, took out numerous revolvers & term loans, hired a variety of investment bankers, raised multiple rounds of venture capital, completed dozens of acquisitions, completed initial & secondary public offerings, and sold selves to both sponsors and strategic acquirers. Mr. Roame has negotiated CEO & board compensation plans, navigated multiple name founder & other CEO transitions, and worked through the sudden death of a CEO. He has monitored financial, cybersecurity, & public relations risks. He is a past and/or present board vice chairman and chairman of numerous strategy, human capital & compensation, and nominating & governance committees, and he is a qualified audit committee lead director.
Research & Advisory Leadership
Mr. Roame has responsibility for all of Tiburon's research & advisory activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - exchange traded funds (ETFs), personalized (direct) indexing, managed accounts & managed account programs, private markets, cryptocurrencies (digital assets), structured products, alternative investments platforms, values-based investing (sustainable investing (ESG)), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, robo advisors & hybrid digital advice providers, financial advisor recruiting & break-away brokers, the independent advisor markets, wealth & investment management marketing & LeadGen strategies, wealth & investment management technology & outsourcing strategies (including turnkey asset management programs (TAMPs)), and financial advisor aggregators.
Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001 and is a co-author of over 2,400 Tiburon Written Research topics & profiles.
Current Board Memberships
Mr. Roame is frequently sought as a board member by Tiburon members. He presently serves on the following eight boards:
Independent board member of this Hellman & Friedman and Warburg Pincus investment (also independent board member under prior ownership of both Lee Equity Partners and Sanders Morris Harris Group). One of largest fee-based financial advisors (RIAs), with approximately 1.4 million accounts and $300 billion AUM.
Independent board member of this Warburg Pincus, Durable Capital Partners, Multiplier Capital, and Slow Ventures investment. First outside board member, having joined before series A capital raise. Now raised $200 million through Series D and serving 18,000+ members with CFP-led virtual financial planning offering billed on a subscription fee basis.
Independent board member of this $200 billion AUA technology-oriented custody & clearing broker backed by Peak6 Group. First outside board member, having joined board when firm filed S1 offering document. Led special committee to approve the equity tender offer in relation to the minority share acquisition by State Street Corporation in 2025.
Independent board member of this approximately $600 billion AUM spin-off of Wells Fargo Asset Management from Wells Fargo & Company backed by private equity firms GTCR & Reverence Capital Partners. Joined board immediately upon closing, having participated in transaction due diligence process on behalf of GTCR.
Independent board member of this leading provider of SaaS-based foundation management services (and related services) backed by GTCR. Joined board immediately upon closing, having participated in transaction due diligence process on behalf of GTCR.
Independent board member of this no-load annuities & insurance marketplace, backed by $69 million through Series D from Eldridge Industries, Atlas Merchant Bank, EOS Ventures, TIAA Ventures, & other investors. Second independent board member, having joined the board after Series B capital raise.
Independent board member of this technology-driven personal portfolios investment management firm, backed by $128 million from Sequoia Capital, Ribbit Capital, Bling Capital, Founders Fund, and other investors. Second independent board member, having joined after Series C capital raise.
Independent board member of this 1940 Act mutual fund complex sponsored by Focus Financial Partners' portfolio company Focus Partners Advisor Solutions and leveraging Dimensional Fund Advisors as its sole sub-advisor.
Mr. Roame was also previously the vice chairman of Envestnet (previously NYSE: ENV), from its initial public offering (IPO) in 2011 until 2020, where he served as chairman of the strategy and nominating & governance committees, and as a member of the audit and information technology committees. Envestnet was acquired by Bain Capital in 2024. Mr. Roame was also a founding board member of Lefteris Acquisition Corporation, a $200 million special purpose acquisition company (SPAC). He was also an independent advisory board member of SoraFinance, a financial advisor-oriented debt management platform, backed by $4 million from New Era Capital Partners, Peterson Ventures, and other investors, which was acquired by Flourish (Mass Mutual Financial Group) in 2025. He was also an independent advisory board member of Halo Investing, a structured products marketplace, backed by $115 million from Koch Industries, Abu Dhabi Catalyst Partners, and other investors, and an independent advisory board member of Paanini (DBA Jiffy.ai), a Robotic Process Automation (RPA) firm, backed by $71 million from Eight Roads Ventures, Reaction Fund, Rebright Partners, and other investors. Mr. Roame was also, earlier in his career, a board member of Prima Capital Group, which was acquired by Envestnet in 2012, and a board member of the Institute for Certified Investment Management Consultants (ICIMC), which was merged into the Investment Management Consultants Association (IMCA) (DBA Investments & Wealth Institute).
Philanthropic Activities & Awards
Philanthropic & Community Activities
Mr. Roame is the co-leader of the Tiburon Impact Adventures, building homes for less privileged families in Mexico. He is also the co-leader of Skip & Chip's Excellent Adventures, a community of outdoor-oriented industry colleagues.
Awards & Recognition
Mr. Roame has won numerous awards throughout the wealth & investment management and strategy consulting industries, including being named one of the power 25 elite by Investment News, one of the 25 most influential individuals in the advisor business by Investment Advisor magazine, & one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years.
Future Board Interests & Personal Information
Future Board Interests
Mr. Roame's interests going forward are primarily to serve on larger public & private company boards. He enjoys working with private equity firms, including participating in transaction due diligence processes, having had experience with firms such as Hellman & Friedman and GTCR. He enjoys working with venture capital & private equity backed firms ready to go public, having had experience with Envestnet & Apex Fintech Solutions. He would like to find the right opportunities in growing areas such as exchange traded funds (ETFs), personalized (direct) indexing, managed accounts & managed account programs, private markets, cryptocurrencies (digital assets), alternative investments platforms, values-based investing (sustainable investing (ESG)), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, robo advisors & hybrid digital advice providers, financial advisor recruiting & break-away brokers, the independent advisor markets, wealth & investment management marketing & LeadGen strategies, wealth & investment management technology & outsourcing strategies (including turnkey asset management programs (TAMPs)), and financial advisor aggregators. And he enjoys working with mission-driven public companies, having enjoyed experiences at The Charles Schwab Corporation & Facet Wealth (DBA Facet). He would also now consider serving on boards in Europe and/or Australia where he and his family spend approximately half of their time.
Personal Information
Mr. Roame is a native of Detroit, MI and a graduate of the University of Michigan (MBA). Mr. Roame spends his time between homes in New York, NY (Upper East Side); San Francisco, CA (Tiburon, CA); Sydney, Australia (Darling Point); and Europe. Along with his focus on wealth & investment management (& WealthTech), Mr. Roame is published broadly on world affairs, and in the hospitality and wine & spirits industries. He is the proud father to two awesome sons, eighteen year old Will and two year old Daniel. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2540.
Additional Photos for Media Representatives & Conference Planners
