Charles M. Roame

Charles M.
Roame is the founder and the Managing Partner of Tiburon Strategic Advisors LLC, which was founded in 1998.
He is currently the Director at Facet Wealth, Inc. since 2018, Director at Edelman Financial Engines LLC since 2014, Independent Director at DPL Financial Partners LLC since 2022, Independent Director at Lefteris Acquisition Corp.
since 2020, Director at Allspring Global Investments Holdings LLC, Trustee at SA Funds – Investment Trust since 2012, and the Managing Partner at Tiburon Partners LP since 1998.
Mr. Roame previously served as Vice Chairman at Envestnet, Inc. from 2011 to 2020.
He also held positions as a Director at Anira Advisory Group Roosevelt Fund LP, Prima Capital Holding, Inc., The Investment Management Institute, and as a Business Strategist at Charles Schwab & Co., Inc. Mr. Roame received an undergraduate degree from Michigan State University and an MBA from the University of Michigan.