CHICAGO, April 11, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Matthew Gotlin, CFA®, its Chief Investment Officer. Gotlin will lead a team that will continue to create client-centric solutions and research various topics, including public and private markets, economic trends and other critical areas of the investment world. He will be based in Columbia, Maryland.
Key Points:
- CHICAGO, April 11, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Matthew Gotlin, CFA®, its Chief Investment Officer.
- Gotlin will lead a team that will continue to create client-centric solutions and research various topics, including public and private markets, economic trends and other critical areas of the investment world.
- Gotlin joined Choreo in November 2023 after it acquired the affiliated wealth management business of BDO USA, where he served as a Managing Director and the firm's Chief Investment Officer.
- "I'm thrilled to assume this role and for the opportunity to be part of such an incredible team," Gotlin said.
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Management CHICAGO, April 3, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has bolstered its leadership team, naming four professionals to new senior leadership roles across the firm. Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.
Key Points:
- Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.
- "Over the past two years, we have laid the foundation for our ambitious growth strategy, which is rooted in making Choreo the preferred partner for advisors working at the intersection of tax and financial planning," said Larry Miles, CEO of Choreo.
- The new senior leader appointments are:
Jim Waller, Regional Vice President, Business Development, Mid-Atlantic: Waller will support advisors in Maryland, Virginia, Philadelphia and New York.
- He joined Choreo as part of its acquisition of BDO Wealth Advisors, which was announced in November 2023.
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Wednesday, March 27, 2024
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CPA CHICAGO, March 27, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm"), an independent wealth management firm, today announced the launch of Choreo Momentum. The initiative is designed to help accelerate growth through integrated community-building networks, practice management and sales training for the firm's women advisors. Choreo Momentum will also leverage fully integrated digital prospecting campaigns to accelerate client acquisition, focused on women investors and business owners.
Key Points:
- The initiative is designed to help accelerate growth through integrated community-building networks, practice management and sales training for the firm's women advisors.
- Choreo Momentum will also leverage fully integrated digital prospecting campaigns to accelerate client acquisition, focused on women investors and business owners.
- Marissa Fox-Foley, the firm's Chief Marketing Officer, and Karen Lee, its Chief Growth Officer, will serve as Choreo Momentum's co-executive sponsors.
- "Choreo is focused on ensuring our advisors have the knowledge, tools and support needed to reflect the markets they serve to be well-positioned for growth," Fox-Foley said.
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Thursday, October 5, 2023
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Management CHICAGO, Oct. 5, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Karen Lee as Chief Growth Officer. She will report to Larry Miles, Choreo's CEO.
Key Points:
- CHICAGO, Oct. 5, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Karen Lee as Chief Growth Officer.
- Lee joined Mercer Advisors as the Chief Marketing and Strategy Officer and most recently, she served as Chief Business Solutions Officer, where she helped launch its Institutional, UHNW, and Mass Affluent businesses.
- Before that, Lee held senior vice president roles with Wells Fargo's community banking, corporate strategy and wealth management groups.
- Lee joins SVP of Advisors Craig Bartlett and Chief Marketing Officer Marissa Fox-Foley as the newest members of Choreo's executive team.
CHICAGO, May 18, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo") has announced the launch of the Choreo Partner Alliance1, a program designed to allow industry CPAs the opportunity to better serve their clients. This offering allows a broader group of entrepreneurs and families to access wealth management advice and services through Choreo, while providing CPAs with the resources to deepen their existing, trusted-advisor relationships.
Key Points:
- This offering allows a broader group of entrepreneurs and families to access wealth management advice and services through Choreo, while providing CPAs with the resources to deepen their existing, trusted-advisor relationships.
- "I'm excited to unveil the new Choreo Partner Alliance," said Larry Miles, Choreo's CEO.
- The Choreo Partner Alliance creates a framework for CPAs to partner with a Choreo advisor to better serve clients who have unaddressed or complex wealth management needs.
- Choreo plans to build on this initial success by becoming a preferred wealth partner of the nation's tax professional community.
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Wednesday, February 1, 2023
CHICAGO, Jan. 31, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC , an entity affiliated with GreerWalker LLP.
Key Points:
- CHICAGO, Jan. 31, 2023 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC , an entity affiliated with GreerWalker LLP.
- GreerWalker Wealth, which is based in Charlotte, North Carolina, has approximately $275 million in assets.
- "Our partnership with GreerWalker LLP also aligns with our mission of helping to solve the complex tax, wealth, financial and estate planning needs of clients."
- The announcement follows other notable deals in 2022 by Choreo to acquire wealth management firms, including Cherry Bekaert Wealth Management and Enso Wealth Management.
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Monday, December 12, 2022
CHICAGO, Dec. 12, 2022 /PRNewswire/ -- Choreo, LLC (Choreo) today announced it has entered into an agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP. In addition to the acquisition, Choreo and GreerWalker LLP will enter into a strategic partnership to further accelerate the growth of their respective businesses.
Key Points:
- CHICAGO, Dec. 12, 2022 /PRNewswire/ -- Choreo, LLC (Choreo) today announced it has entered into an agreement to acquire GreerWalker Wealth LLC , an entity affiliated with GreerWalker LLP.
- John Norman , Managing Partner GreerWalker LLP, added, "GreerWalker Wealth is thrilled to join Choreo and to expand access to technology and operations expertise that will help grow our business.
- Through their affiliate, GreerWalker Wealth LLC, an SEC-registered investment advisor, they offer customized wealth planning for every stage of life.
- GreerWalker Wealth LLC offers to its clients (individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, etc.)
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Wednesday, November 9, 2022
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Financial adviser CHICAGO and NEW YORK, Nov. 9, 2022 /PRNewswire/ -- Choreo, LLC – an independent registered investment adviser (RIA) focused on designing and building financial solutions that improve the well-being of clients, their families and the communities where they live – announced that it has partnered with financial technology company Pontera to enable its financial advisors to securely and compliantly manage clients' held away accounts, including 401(k)s, 403(b)s, and HSAs.
Key Points:
- Following the recent launch of a digital marketing platform in partnership with FMG, Choreo has engaged with Pontera to enhance its growing tech stack, elevating the client experience.
- Choreo advisors can now attain greater insight into the entirety of their clients' assets, reallocating across retirement accounts more quickly and effectively.
- Pontera's proprietary technology provides advisors with held away account data to offer more comprehensive performance reporting and billing for client portfolios.
- Choreo launched in February 2022 when Parthenon Capital, together with Choreo management and advisors, purchased the company from one of the largest CPA and professional services firms in the country.
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Financial services,
Canvas CHICAGO, Oct. 4, 2022 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm"), a national, independent RIA firm, announced today it has partnered with San Diego-based FMG to launch Canvas, a multi-channel digital marketing and communications platform. Canvas will enable the firm's nationwide network of financial advisors to plan and execute highly personalized and authentic marketing campaigns, allowing them to streamline their business development activities and deepen engagement with existing clients.
Key Points:
- Users will be able to access an expansive library of pre-approved communications materials for seamless, scalable and targeted marketing campaigns.
- Highlights of Choreo's Canvas platform include:
A centralized portal for all marketing activities allowing advisors to manage their personalized marketing efforts in one place, including e-newsletters, client events and outreach.
- The ability for advisors to implement automated marketing plans that combine original or pre-approved content from an extensive library of materials.
- FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses.
