Choreo

The Charlotte office focuses on wealth management, investment strategy, and advisory services for clients in the region.

Charlotte

The Gaithersburg office focuses on advisory operations and wealth management services, supporting clients with tailored financial solutions.

Gaithersburg

The Minneapolis office likely focuses on wealth management, investment strategies, and technology operations.

Minneapolis

Jason Van De Loo

Molly McMillin

Erik Merkau

Shelley Grant Smith

Matthew Gotlin

Joy Parduhn

Keith Kotfica

Marissa Fox-Foley

Lisa Tamburini

Stephanie Wagner

Michael Rittershaus

Tony Spano

Steve Kelley

Cfp® Marty Roth

Nick Bertozzi

Jim Decota

Jeffrey Ramsey

Director Of Fp&a

Scott Krowczyk

The Leadership Team at Choreo oversees the strategic direction, operational efficiency, and overall performance of the investment advisory firm. This group of top executives and managing directors collaborates to drive innovation, ensure regulatory compliance, manage financial health, spearhead mergers and acquisitions, and foster client and partner relationships to achieve the company's growth and service excellence objectives.

Leadership Team

The Finance and Accounting Team at Choreo manages financial reporting, budgeting, and investment analyses, ensuring compliance and assisting with portfolio management. They work collaboratively to support financial decision-making and enhance investment strategies.

Finance and Accounting Team

The Advisory Operations team at Choreo is responsible for streamlining and managing the operational processes related to investment advisory services. This includes ensuring regulatory compliance, optimizing workflow efficiencies, and providing support to advisory staff to enhance client service delivery.

Advisory Operations

The Finance and Investment team at Choreo is responsible for developing and executing financial strategies, managing mergers and acquisitions, and providing tax-efficient investment solutions. They also offer specialized wealth planning for ultra-high-net-worth clients and advisory services for retirement plans to optimize long-term financial growth and security.

Finance and Investment

The Platform and Technology Team at Choreo focuses on developing and managing the firm's technology infrastructure and platform strategies. They innovate and optimize the technology systems that support Choreo’s investment advisory services, ensuring seamless operations and enhancing client experiences.

Platform and Technology Team

The Marketing and Communications Team at Choreo is responsible for developing and executing strategic marketing initiatives, enhancing brand visibility, and managing corporate communications. They oversee digital marketing campaigns, coordinate public relations efforts, and ensure consistent messaging across all platforms to promote the firm’s investment advisory services.

Choreo

Org chart

Teams

Leadership Team

Finance and Accounting Team

Advisory Operations

Finance and Investment

Platform and Technology Team

Marketing and Communications Team

Offices

Choreo

Org chart

Teams

Leadership Team

Finance and Accounting Team

Advisory Operations

Finance and Investment

Platform and Technology Team

Marketing and Communications Team

Offices

Related companies