Independent Board Roles

Mr. Roame is frequently sought as a board member by Tiburon members. He presently serves on the following ten boards:

• Edelman Financial Engines: One of largest fee-based financial advisors (RIAs), with approximately 1.4 million accounts and $290 billion AUM backed by Hellman & Friedman and Warburg Pincus. Mr. Roame was also board member under the prior ownership of both Lee Equity Partners and Sanders Morris Harris Group.
• Facet Wealth (DBA Facet): A leading hybrid digital advisor provider, serving 14,000+ clients with CFP-led virtual financial planning offering billed on monthly or annual subscription fee basis backed by Warburg Pincus, Durable Capital Partners, and Slow Ventures. Mr. Roame was the first outside board member, having joined before the series A capital raise. Facet has now raised $165 million through its Series C.
• Allspring Global Investments (FKA Wells Fargo Asset Management): This is the approximately $500 billion AUM spin-off of Wells Fargo Asset Management from Wells Fargo & Company backed by GTCR and Reverence Capital Partners. Mr. Roame joined the board immediately upon closing, having participated in the transaction due diligence process on behalf of GTCR. He is a member of the audit & risk committee.
• DPL Financial Partners: No-load annuities & insurance marketplace. Mr. Roame was the second independent board member of this firm backed by $61 million from Eldridge Industries and Atlas Merchant Bank, having joined the board after the Series B capital raise.
• Foundation Source Philanthropic Services: A leading provider of foundation management services backed by GTCR. Mr. Roame joined the board immediately upon closing, having participated in the transaction due diligence process on behalf of GTCR.
• Halo Investing (Advisory Board): Structured products marketplace. Mr. Roame joined the advisory board of this firm backed by $115 million from Koch Industries, Abu Dhabi Catalyst, and other investors.
• Vise Technologies (Advisory Board): A technology-driven personal portfolios investment management firm. Mr. Roame joined the advisory board of this firm backed by $128 million from Sequoia Capital, Bling Capital, Founders Fund, and other investors.
• SoraFinance (Advisory Board): A financial advisor-oriented debt management platform. Mr. Roame joined the advisory board of this firm backed by $4 million from New Era Capital Partners, Peterson Ventures, and other investors.
• Paanini (DBA Jiffy.ai) (Advisory Board): Automation company. Mr. Roame joined the advisory board of this firm backed by $71 million from Eight Roads Ventures, Reaction Fund, Rebright Partners, and other investors.
• SA mutual funds family: 1940 Act open-end mutual fund family sponsored by Buckingham Strategic Partners and employing Dimensional Fund Advisors as its sole sub-advisor. Mr. Roame serves as the chairman of the nominating & governance committee and a member of the audit committee.

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 (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.

Awards

Mr. Roame has won numerous awards throughout the investing, advisory, and wealth & investment management 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 (& WealthTech), Mr. Roame is published broadly in the wine & spirits and the hospitality industries. He is the proud dad to an awesome fifteen year old son Blake. Chip can be reached at CRoame@TiburonAdvisors.Com or 415-789-2540.

Additional Photos for Media Representatives & Conference Planners