Tiburon Strategic Advisors
Chip Roame is the founder and managing partner of Tiburon Strategic Advisors, established in April 1998, which serves over 180 members and 600 clients within the Wealth and Investment Management sectors. Chip also founded Tiburon CEO Summits in April 2001, facilitating semi-annual gatherings for over 400 senior executives. Chip Roame holds multiple board and advisory roles, including positions at Edelman Financial Engines since January 2014, Facet Wealth since January 2018, Apex Fintech Solutions, Allspring Global Investments, Foundation Source since October 2023, DPL Financial Partners since January 2022, Vise, and Sora Finance, with a focus on strategic guidance in investment management and technology solutions. Chip Roame earned an MBA from the University of Michigan and a Bachelor of Arts from Michigan State University.
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Tiburon Strategic Advisors
Tiburon Strategic Advisors was founded in 1998. Tiburon plays a unique role serving the most senior executives in the wealth & investment management industry around the world. The majority of Tiburon clients are in financial services hub cities such as New York, Boston, Philadelphia, London, Paris, Sydney, & Tokyo. Tiburon advises other such firms’ CEOs & boards on strategic issues, publishes an extensive subscription-based research series, holds weekly subscriber-only Tiburon webinars, and holds semi-annual senior executive-level only & client-only Tiburon CEO Summits. Since 1998, Tiburon has completed 2,500+ client engagements for 500+ financial services firms.