Speaker
Charles (“Chip") Roame
| Charles ("Chip") Roame is the Managing Principal of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, and boards of directors in the brokerage, investments, wealth management, banking, insurance, and family office markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as the vice president of business strategy at Charles Schwab & Company. Mr. Roame is quoted daily throughout the media and, due to Tiburon's widely shared research, he may be the most frequently demanded conference speaker, giving 75+ speeches each year. 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, and markets. At Tiburon, Mr. Roame has responsibility for all of the firm's consulting, research, and marketing activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - mutual funds, exchange traded funds, separately managed accounts, 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. Having taken a particular interest in consumer needs and the advisor markets, Mr. Roame has also developed a detailed knowledge of advisor best practices and advisor succession planning issues, through Tiburon's thirteen online advisor benchmarking tools. At Tiburon, Mr. Roame has led over 800 client engagements for almost 300 different corporate clients over the past eight years. Immediately prior to forming Tiburon, Mr. Roame was a business strategist at Charles Schwab & Company. At Charles Schwab, Mr. Roame played a key strategic role in the mutual funds, financial advisor, and online brokerage businesses. Along with many more specific projects, Mr. Roame led the teams that refined Schwab's firm-wide strategy in 1997-1998 and its advisor business strategy in 1996-1997. Prior to joining Schwab, Mr. Roame was a management consultant at McKinsey & Company from 1992-1995, where he developed corporate, product, and market strategies for financial services companies in New York, Sydney, London, Frankfurt, and Mexico City. He worked with clients such as Merrill Lynch, American Express, Prudential Insurance, and the AMP Society (Australia). From 1988-1992, Mr. Roame helped develop Kidder Peabody's Asset Management Group, including the GE-Kidder family of mutual funds. Mr. Roame earned an MBA from the University of Michigan in 1988. Mr. Roame has served on a variety of boards, including previously serving on the board for start-up venture Prima Capital and as a trustee of the SA Funds. Mr. Roame's ability to add value to financial services boards comes from his depth of strategic, distribution, product, manager, and business consulting experiences at Tiburon, and in previous roles at Charles Schwab & Company and McKinsey & Company. Mr. Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the twenty-five most influential people in financial planning by Investment Advisor magazine (2005). Mr. Roame is a frequent keynote speaker for corporate clients and at industry events for the American Bankers Association (ABA), the Investment Company Institute (ICI), the Money Management Institute (MMI), the National Investment Company Service Association (NICSA), the Investment Programs Association (IPA), the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Investment Management Consultants Association (IMCA), the National Association of Insurance & Financial Advisors (NAIFA), the Strategy Institute (Canada), and the Institute for Financial Planning (IFP) (UK). Popular topics for recent speeches have included the Future of Advice, the Booming Separately Managed Accounts Market, the Growing Hedge Funds Market, the Emergence of the Wealth Management Business, Best Practices of Fee-Only Financial Advisors, and Succession Planning & the Acquisition Market for Independent Advisors. Mr. Roame is quoted daily in industry publications such as The Wall Street Journal, The New York Times, Business Week, Money, American Banker, Pensions & Investments, Banking Strategies, Securities Industry News, Mutual Fund Market News, Investment News, Financial Planning, Investment Advisor, Bloomberg Wealth Manager, Registered Representative, Ticker, and On Wall Street. He is a contributing author to over twenty Tiburon Research Reports and is in the process of publishing three new reports, one on the changing financial services landscape and two on the wine industry. He is a native of Detroit and a graduate of the University of Michigan (MBA). Tiburon was formed in 1998 to offer market research, strategy consulting, and other related services primarily to financial services firms. Three of its core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a wide variety of entrepreneurs seeking industry focused strategic planning services. Tiburon rarely serves financial advisors themselves, but many of its client projects require the firm to study the advisory markets. |
