![Charles M. Roame](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles M. Roame
Director/Miembro de la Junta en
LEFTERIS ACQUISITION CORP.
.
Perfil
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.
Cargos activos de Charles M. Roame
| Empresas | Cargo | Inicio |
|---|---|---|
| LEFTERIS ACQUISITION CORP. | Director/Miembro de la Junta | 20/10/2020 |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Engages in market research, strategy consulting, and other related services | Director Ejecutivo | - |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services | Director/Miembro de la Junta | 01/01/2018 |
Tiburon Partners LP | Corporate Officer/Principal | 01/08/2011 |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Provides wealth planning and investment advisory services | Director/Miembro de la Junta | 01/01/2014 |
SA Funds – Investment Trust
 SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Director/Miembro de la Junta | 01/06/2012 |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance Operates as an insurance management platform | Director/Miembro de la Junta | 08/02/2022 |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Operates as an asset management company | Director/Miembro de la Junta | - |
Antiguos cargos conocidos de Charles M. Roame.
| Empresas | Cargo | Fin |
|---|---|---|
| ENVESTNET, INC. | Director/Miembro de la Junta | 01/09/2020 |
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| ░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Formación de Charles M. Roame.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
27
Relaciones de 1er grado
15
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 15 |
|---|---|
SA Funds – Investment Trust
SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Miscellaneous |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Anira Advisory Group Roosevelt Fund LP | |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Provides research and advisory services | Commercial Services |
Tiburon Strategic Advisors LLC
Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Engages in market research, strategy consulting, and other related services | Commercial Services |
The Investment Management Institute | |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Tiburon Partners LP | |
Facet Wealth, Inc.
Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services | Finance |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Provides wealth planning and investment advisory services | Finance |
DPL Financial Partners LLC
DPL Financial Partners LLC Insurance Brokers/ServicesFinance Operates as an insurance management platform | Finance |
Lefteris Acquisition Corp.
 Lefteris Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC Investment ManagersFinance Operates as an asset management company | Finance |
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