Choreo

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

Charlotte

The Rockford office specializes in wealth management and advisory services, supporting clients' financial growth and investment strategies.

Rockford

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

Minneapolis

Jason Van De Loo

Shelley Grant Smith

Erik Merkau

Matthew Gotlin

Michael Rittershaus

Director Of Fp&a

Molly McMillin

Stephanie Wagner

Tony Spano

Steve Kelley

Nick Bertozzi

Cfp® Marty Roth

Jim Decota

Jeffrey Ramsey

Scott Krowczyk

Lisa Tamburini

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

This department focuses on providing financial advice and management services to clients regarding their wealth and investments.

Wealth Management

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

This department oversees strategic direction and decision-making for the organization.

Leadership Council

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.

Choreo

Org chart

Teams

Finance and Accounting Team

Wealth Management

Leadership Team

Leadership Council

Advisory Operations

Finance and Investment

Offices

Choreo

Org chart

Teams

Finance and Accounting Team

Wealth Management

Leadership Team

Leadership Council

Advisory Operations

Finance and Investment

Offices

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