Keith Kotfica

Keith Kotfica currently serves as the Choreo Partner Alliance leader, overseeing an affiliated referral program designed for CPAs that provides access to a range of resources in tax-efficient estate planning, investment management, and technology. Prior to this role, Kotfica was the Senior Vice President of the Wealth Planning Group at Edelman Financial Engines, where leadership encompassed various teams focused on customer engagement and marketing. Experience includes significant leadership positions at HealthEquity, where Kotfica managed client relationship management and partner strategy, and previous roles at Edelman Financial Engines and CitiStreet, dedicated to serving plan sponsors and implementing comprehensive benefits programs. Educational credentials include an MBA from Babson College and a BBA from Baruch College.