![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
Direttore/Membro del Consiglio presso
LEFTERIS ACQUISITION CORP.
Profilo
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.
Posizioni attive di Charles M. Roame
| Società | Posizione | Inizio |
|---|---|---|
| LEFTERIS ACQUISITION CORP. | Direttore/Membro del Consiglio | 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 | Amministratore Delegato | - |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services | Direttore/Membro del Consiglio | 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 | Direttore/Membro del Consiglio | 01/01/2014 |
SA Funds – Investment Trust
 SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Direttore/Membro del Consiglio | 01/06/2012 |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance Operates as an insurance management platform | Direttore/Membro del Consiglio | 08/02/2022 |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Operates as an asset management company | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Charles M. Roame
| Società | Posizione | Fine |
|---|---|---|
| ENVESTNET, INC. | Direttore/Membro del Consiglio | 01/09/2020 |
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| ░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Formazione di Charles M. Roame
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
27
Relazioni di 1° grado
15
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
