Charles M. Roame
Director/Board Member at LEFTERIS ACQUISITION CORP.
Profile
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.
Charles M. Roame active positions
| Companies | Position | Start |
|---|---|---|
| LEFTERIS ACQUISITION CORP. | Director/Board Member | 2020-10-19 |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Chief Executive Officer | - |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Director/Board Member | 2017-12-31 |
| Tiburon Partners LP | Corporate Officer/Principal | 2011-07-31 |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Director/Board Member | 2013-12-31 |
| SA Funds – Investment Trust | Director/Board Member | 2012-05-31 |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Director/Board Member | 2022-02-07 |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Director/Board Member | - |
Former positions of Charles M. Roame
| Companies | Position | End |
|---|---|---|
| ENVESTNET, INC. | Director/Board Member | 2020-08-31 |
| ░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Charles M. Roame
| Michigan State University | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Private companies | 12 |
|---|---|
| SA Funds – Investment Trust | Miscellaneous |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Anira Advisory Group Roosevelt Fund LP | |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Commercial Services |
Tiburon Strategic Advisors LLC
Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Commercial Services |
| The Investment Management Institute | |
| Tiburon Partners LP | |
Facet Wealth, Inc.
Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Finance |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Finance |
DPL Financial Partners LLC
DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Finance |
Lefteris Acquisition Corp.
 Lefteris Acquisition Corp. Financial ConglomeratesFinance Lefteris Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination. The company was founded on August 20, 2020 and is headquartered in Boston, MA. | Finance |
Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Finance |
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