Wealth management firm Edelman Financial Group announced Thursday that Tiburon Strategic Advisors managing partner Charles Chip Roame, who tracks trends in the financial services industry, has been added to its board of directors.
Roame founded Tiburon in 1998 and was previously a business strategist at Charles Schwab. In December he released research forecasting more advisor deals in 2014 and beyond.
Chips pulse on the financial services industry is unequalled and he will be a strong addition to our board, Edelman CEO Ric Edelman said in a statement. His perspective, strategic thinking and strong business relationships will be of great value to us as we continue our rapid growth.
Through its subsidiaries, Edelman provides wealth management services to individuals, corporations and financial institutions. The Fairfax, Va.-based firm has more than $20 billion in assets under management.
Read more: Forecast: More Advisor Deals Coming