Board Roles

As a boutique with a well-defined industry focus, Tiburon is able to structure a whole variety of relationships to satisfy many client needs. Tiburon executives have joined dozens of boards of both private and public companies as well as of mutual funds. The firm finds board roles to be a productive way to contribute to the continual development of its clients' strategies.

Mr. Roame is frequently sought as a board member by Tiburon member company boards. He presently serves as a:

  • Vice Chairman at publicly traded Envestnet (NYSE: ENV)
  • Board member at Edelman Financial Engines (backed by Hellman & Friedman)
  • Board member at FacetWealth (backed by Warburg Pincus)
  • Trustee for the SA mutual funds family (sponsored by Loring Ward Group and employs Dimensional Fund Advisors as its sole sub-advisor)

Retainer Relationships

Tiburon has been asked to structure many retainer relationships with clients. For instance, one CEO of a large independent broker/dealer has engaged Tiburon on a research retainer whereby the firm tackles new industry research projects every two months to help keep the client on the leading-edge. In another case, one large mutual fund company has Tiburon executives on a speaking retainer whereby the firm's executives speak at numerous executive and financial advisor conferences each year. Dozens of other Tiburon clients subscribe to the firm's research report retainer program, some bundled with telephone consulting assistance and/or quarterly market seminars. Still others have made agreements to redistribute Tiburon's research as a value-added service to their financial advisors. Common retainer models have included:

  • Research Retainers
  • Conference Speaking Retainers
  • Research Report Retainers
  • Database Access Program
  • Executive Counseling Retainers

Executive Counseling

Executive counseling assignments are often taken on by Tiburon's principals. With decades of experience and access to all of Tiburon's research, Tiburon's principals can deliver great value to industry executives through once a month or more frequent meetings to brainstorm solutions to industry issues.

If you would like more details or would like to engage Tiburon for a board role, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.