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

Marissa Fox-Foley

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 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 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 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 Compliance and Legal team at Choreo ensures that the firm's investment activities adhere to all relevant regulations and legal requirements. This team, consisting of compliance managers and legal counsels, manages risk, addresses legal issues, and develops policies to safeguard the firm's integrity and protect client interests.

Choreo

Org chart

Teams

Leadership Team

Finance and Accounting Team

Advisory Operations

Platform and Technology Team

Finance and Investment

Compliance and Legal

Offices

Choreo

Org chart

Teams

Leadership Team

Finance and Accounting Team

Advisory Operations

Platform and Technology Team

Finance and Investment

Compliance and Legal

Offices

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