Choreo News and Activities
Executives
View the org chart displaying its 19 main executives
Most searched biographies at Choreo
- Jason Van de Loo, Chief Executive Officer
- Roger Ochs, Director
- Matthew Gotlin, Chief Investment Officer
Popular executive movements at Choreo
- Ray Morrill, who was Senior Director, Wealth Management, is promoted to Chief Wealth Officer (posted on July 14 2026).
- Erik Merkau has joined the company as Chief Wealth Advisory Officer (posted on February 4 2026).
- Greg Dowler, Chief Operating Officer, has left the company (posted on November 21 2025).
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Financial Services
Choreo has 4,161 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).
Popular M&A news in Financial Services
- Lumin Digital has just announced a $45 Million fundraising (posted on July 17 2026).
- Alpaca has just announced a $135 Million fundraising (posted on July 17 2026).
- Flex has just announced a $70 Million fundraising (posted on July 15 2026).
Popular contacts in Financial Services
News
Press releases by Choreo
- Choreo Congratulates Erin Christy on Being Named Next-Gen Rising Star by ThinkAdvisor
- Choreo Announces the Launch of Choreo Tax Advantage
- Molly McMillin Joins Choreo as Chief Financial Officer
- Choreo Card Champs Cash in for Charities
- 2024 Top 100 RIA Firms
- Advisors assess 'Harris Trade' after Biden's departure from Presidential race
- Hermes Creative Awards
- The 2024 Billion-Dollar Wealth Magnets
- Brittany Abbate Joins Choreo as Vice President of Advisor Growth Marketing
- Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says
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Social media about Choreo
- Choreo on Wikipedia, Google News & Yahoo Finance
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