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