Charles ("Chip") Roame
Managing Partner

415-789-2541

CRoame@TiburonAdvisors.Com

Mr. Roame is the Managing Partner of Tiburon Strategic Advisors, Managing Partner of the Tiburon Partners Fund, and a leading strategic advisor to CEOs, other senior executives, & boards of directors in the banking, insurance brokerage, investment management, & FinTech 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. Due to the firm's widely shared research, Mr. Roame is quoted daily throughout the media, speaks to industry audiences weekly, and he may be the most frequently demanded board advisor. 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.

At Tiburon, Mr. Roame has responsibility for all of the firm's advisory, research, service, & marketing activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - mutual funds, exchange traded funds, 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.

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

Through the Tiburon Partners Fund, Mr, Roame has also taken a substantial interest in financial services industry venture capital & private equity opportunities and mergers & acquisitions transactions.

Board Roles

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) (chairman of both strategy and nominating & governance committees; member of both audit and compliance & inofrmation security committees)
  • 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 employing Dimensional Fund Advisors as its sole sub-advisor) (and chairman of nominating & governance committee; member of audit committee)

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. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2541.


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