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Charles ("Chip") Roame Managing Partner ![]() ![]() ![]() ![]() |
Mr. Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is a leading strategic advisor to 650+ 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 eleven 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. 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.
Tiburon Strategic Advisors
Mr. Roame has responsibility for all of Tiburon's research, marketing, service, & advisory activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - registered investment companies (open-end mutual funds & exchange traded funds (ETFs)), personalized (direct) indexing, managed accounts & managed account programs, private markets, cryptocurrencies (digital assets), structured products, values-based investing (sustainable investing (ESG)), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, break-away brokers, the independent advisor markets, wealth management marketing & LeadGen strategies, wealth management technology & outsourcing strategies (including turnkey asset management programs (TAMPs)), and wealth manager succession planning & acquisitions strategies. Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001, a frequent speaker at Tiburon's weekly Tiburon Webinars, and a co-author of over 3,100 Tiburon Written Research topics & profiles.
Independent Board Roles
Mr. Roame is frequently sought as a board member by Tiburon members. He presently serves on the following eleven boards:
Previous Experience
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 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.
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
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.
Personal Information
Mr. Roame is a native of Detroit, MI and a graduate of the University of Michigan (MBA). 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 dad to an awesome sixteen year old son Will. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2540.
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