Charles M. Roame

Director/Board Member at LEFTERIS ACQUISITION CORP.

60 year

Finance

Consumer Services

Commercial Services

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 Engages in market research, strategy consulting, and other related services	Chief Executive Officer	-
Facet Wealth, Inc. Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services	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 Provides wealth planning and investment advisory services	Director/Board Member	2013-12-31
SA Funds – Investment Trust SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust	Director/Board Member	2012-05-31
DPL Financial Partners LLC DPL Financial Partners LLC Insurance Brokers/ServicesFinance Operates as an insurance management platform	Director/Board Member	2022-02-07
Allspring Global Investments Holdings LLC Allspring Global Investments Holdings LLC Investment ManagersFinance Operates as an asset management company	Director/Board Member	-

All active positions of Charles M. Roame

Former positions of Charles M. Roame

Companies	Position	End
ENVESTNET, INC.	Director/Board Member	2020-08-31
░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░	░░░░░░░░░░░░░░ ░░░░░░	-
░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░	░░░░░░░░░░░░░░ ░░░░░░	-
░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░	░░░░░░░░░░░░░░ ░░░░░░	-
░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░	░░░░░░░░░ ░░░░░░░░░░░░░░░░░	-

See the detail of Charles M. Roame's experience

Training of Charles M. Roame

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Charles M. Roame's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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