Chip Roame

Founder & Managing Partner @ Tiburon Strategic Advisors

About

Mr. Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is a leading strategic advisor to 700+ 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 eight boards. He assisted as a board member as firms hired a wide variety of strategic consulting 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, NSW); and Europe.

Country

United States

City

San Francisco Bay Area

Industry

Venture Capital & Private Equity

Skill

Strategic Planning, Mergers, Business Strategy, Management Consulting, Asset Management, Executive Coaching, Private Equity, Venture Capital, Due Diligence, Marketing Strategy, Financial Planning, Portfolio Management, Investments, Business Planning, Risk Management, Wealth Management, Start-ups, Asset Allocation, Financial Modeling, Mergers & Acquisitions

Experience

Founder & Managing Partner

Tiburon Strategic Advisors

1998-4 - Present · 28 yrs 6 mos

Tiburon, CA

Founded Tiburon Strategic Advisors, which is a membership organization for Wealth & Investment Management (& WealthTech) firm CEOs. Serve 700+ corporate members & other clients. Give dozens of market seminars & conference speeches annually. Participate in numerous due diligence assignments with private equity firm and other member acquirers annually. Recently celebrated 25 year firm anniversary!

Founder & Managing Partner

Tiburon CEO Summits

2001-4 - Present · 25 yrs 6 mos

Tiburon, CA

Founded Tiburon CEO Summits, which are a semi-annual strategic gathering of 550+ Wealth & Investment Management (& WealthTech) senior executives, all Tiburon members, and all CEOs, C-level executives, executive vice presidents, partners, & managing directors. Recently celebrated 20 year event anniversary!

Board Member

Edelman Financial Engines

2014-1 - Present · 12 yrs 9 mos

Boston, MA

Independent board member of this Hellman & Friedman and Warburg Pincus investment (also independent board member under prior ownership of both Lee Equity Partners and Sanders Morris Harris Group). One of largest fee-based financial advisors (RIAs), with approximately 1.4 million accounts and $300 billion AUM.

Board Member

Facet

2018-1 - Present · 8 yrs 9 mos

Baltimore, Maryland

Independent board member of this Warburg Pincus, Durable Capital Partners, Multiplier Capital, and Slow Ventures investment. First outside board member, having joined before series A capital raise. Now raised $200 million through Series D and serving 18,000+ clients with CFP-led virtual financial planning offering billed on a subscription fee basis. Chairman of compensation & talent committee.

Board Member

Apex Fintech Solutions

2024-4 - Present · 2 yrs 6 mos

Dallas, TX

Independent board member of this $200 billion AUA technology-oriented custody & clearing broker backed by Peak6 Group. First outside board member, having joined board when firm filed S1 offering document. Led special committee to approve the equity tender offer in relation to the minority share acquisition by State Street Corporation in 2025.

Board Member

Allspring Global Investments

2021-9 - Present · 5 yrs 1 mo

San Francisco, CA

Independent board member of this approximately $600 billion AUM spin-off of Wells Fargo Asset Management from Wells Fargo & Company backed by private equity firms GTCR & Reverence Capital Partners. Joined board immediately upon closing, having participated in transaction due diligence process on behalf of GTCR. Member of audit & risk committee.

Board Member

Foundation Source

2023-10 - Present · 3 yrs

Fairfield, CT

Independent board member of this leading provider of SaaS-based foundation management services (and related services; aka PhilTech) backed by GTCR. Joined board immediately upon closing, having participated in transaction due diligence process on behalf of GTCR.

Board Member

DPL Financial Partners

2022-1 - Present · 4 yrs 9 mos

Lousiville, KY

Independent board member of this no-load annuities & insurance marketplace, backed by $69 million through Series D from Eldridge Industries, Atlas Merchant Bank, EOS Ventures, TIAA Ventures, & other investors. Second independent board member, having joined the board after Series B capital raise. Chairman of the compensation committee.

Board Member

Vise

2023-9 - Present · 3 yrs 1 mo

New York, NY

Independent board member of this technology-driven personal portfolios investment management firm, backed by $128 million from Sequoia Capital, Ribbit Capital, Bling Capital, Founders Fund, and other investors. Second independent board member, having joined after Series C capital raise.

Board Member, SA Funds Investment Trust

Focus Partners Advisor Solutions

2012-6 - Present · 14 yrs 4 mos

San Jose, CA

Independent board member of this 1940 Act mutual fund complex sponsored by Focus Financial Partners' portfolio company Focus Partners Advisor Solutions and leveraging Dimensional Fund Advisors as its sole sub-advisor. Chairman of nominating & governance committee. Member of audit committee.