Apex Fintech Solutions has appointed Charles Roame to its board of directors.
Roame founded and is managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. The appointment aims to strengthen Apex’s position as a technology provider.
Roame comments: “At Apex, it's not just about cutting-edge tech; it's about empowering advisors to truly connect with their clients on a deeper level. I'm looking forward to rolling up my sleeves alongside the incredible team who continue to innovate and redefine the advisor-client experience.”
Jenny Just, co-founder of PEAK6 and chair of the board at Apex, adds. “With a proven track record of driving transformative growth, we're excited to leverage Roame’s unique perspective to ensure Apex remains at the forefront of the advisory industry, empowering clients and advisors to thrive.”
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