Charles ("Chip") Roame
Managing Partner

415-789-2540

CRoame@TiburonAdvisors.Com

Mr. Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, and a leading strategic advisor to CEOs, other senior executives, & boards of directors in the wealth & investment management (and WealthTech) 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 has responsibility for all of Tiburon's advisory, research, service, & marketing activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - registered investment companies (mutual funds & exchange traded funds (ETFs)), direct indexing, managed account programs, hedge funds & liquid alternatives, cryptocurrencies (digital assets), structured products, sustainable investing (ESG), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, online advice firms (robo advisors), traditional financial advisor channels, break-away brokers, the independent advisor markets, wealth management marketing & LeadGen, wealth management technology & turnkey asset management programs (TAMPs), and wealth manager succession planning & acquisitions.

Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001, the key speaker at Tiburon's weekly Tiburon Webinars, and is the author of over 3,000 Tiburon Written Research topics & profiles.

Board Roles

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

  • Board member at Edelman Financial Engines (backed by Hellman & Friedman and Warburg Pincus)
  • Board member at FacetWealth (backed by Warburg Pincus and Slow Ventures)
  • Board member at Allspring Global Investments (backed by GTCR and Reverence Capital Partners)
  • Board member at DPL Financial Partners
  • Trustee for the SA mutual funds family (sponsored by Buckingham Strategic Partners and employing Dimensional Fund Advisors as its sole sub-advisor) (chairman of nominating & governance committee; member of audit committee)
  • Advisory board member at Halo Investing

Mr. Roame was also previously the vice chairman of Envestnet (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.

Philanthropic & Community Activities

Mr. Roame is the co-leader of Tiburon Impact Adventures, building homes for less privileged families in Mexico. He is also the co-leader of the Excellent Adventures, mountain climbing and hiking adventures.

Awards

Mr. Roame has won numerous awards throughout the investing, advisory, and financial services 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.

Personal Information

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. Along with his focus on wealth & investment management, Mr. Roame is published broadly in the wine, spirits, & cannabis, and the hospitality industries. He is a single dad to an awesome fourteen year old son. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2540.

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