A member of our Board of Directors, has more than two decades of experience providing strategic advice to CEOs, other senior executives and boards of directors in the banking, insurance, brokerage, investment management and FinTech sectors. Since April 1998, Mr. Roame has served as the Managing Partner of Tiburon Strategic Advisors (‘‘Tiburon’’), a leading provider of market research and strategy consulting services to financial services firms, and has served as the Managing Partner of the Tiburon Partners Fund, a financial services and FinTech-focused fund, since August 2011.

Prior to forming Tiburon in 1998, he served as a management consultant at McKinsey & Company from May 1992 to June 1995, and later as a business strategist at The Charles Schwab Corporation (NYSE: SCHW) from July 1995 to February 1998. Mr. Roame has served as a member of the Board of Directors at Edelman Financial Engines since January 2014, Facet Wealth since January 2018, and SA Mutual Funds since June 2012 and formerly served at Envestnet (NYSE: ENV) from August 2011 to September 2020, including as Vice Chairman and a member of the Board of Directors.