Choreo Employee Directory

Financial ServicesIllinois, United States201-500 Employees

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.

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Choreo Global Highlights

North America
251

United States Of America
251

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Choreo's Leadership

M. F.
Chief Marketing And Communications Officer
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G. B.
Chief Information Officer
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D. E.
Chief Financial Officer
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M. G.
Chief Investment Officer, Managing Director
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M. D.
Chief Growth & Practice Leader At Choreo, Llc
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C. M.
Vice President - Mergers & Acquisitions
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S. S.
Vice President Of Business Development
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L. M.
Ceo
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Choreo Employee Metrics

100%

50%

0%

2024

2023

Operations
Finance
Marketing
Business Development
Information Technology
Other

Contact profiles from Choreo

Name

Title

Contact Info

Location

Last Update

L. M.
Ceo
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United StatesNorth Carolina
Jun 13, 2024
M. F.
Chief Marketing And Communications Officer
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United StatesMassachusetts
Nov 14, 2023
L. T.
General Counsel And Chief Compliance Officer
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United StatesIllinois
Jul 07, 2024
G. B.
Chief Information Officer
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United StatesGeorgia
Oct 03, 2024
D. E.
Chief Financial Officer
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Email
Jul 29, 2024
K. M.
Partner Advisor
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United StatesMaryland
Jul 07, 2024
M. G.
Chief Investment Officer, Managing Director
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United StatesMaryland
Oct 01, 2024
J. R.
Vice President, Human Capital
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United StatesCalifornia
Sep 06, 2024
C. M.
Vice President - Mergers & Acquisitions
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Email
United StatesCalifornia
Sep 16, 2024
J. B.
Vice President, Digital Marketing
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Email
United States
Sep 09, 2024

Frequently Asked Questions

What is Choreo known for?

Choreo operates in the Financial Services industry. The company's main headquarters is located in Chicago, IL US. Explore Choreo's company overview page for more information.

What is Choreo's most common email format?

Choreo employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Choreo email formats with LeadIQ.

How many employees does Choreo have currently?

Choreo has approximately 246 employees as of October 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Choreo's key employees and leadership?

As of October 2024, Choreo's key employees include:

Chief Marketing And Communications Officer: M. F.
Chief Information Officer: G. B.
Chief Financial Officer: D. E.
Chief Investment Officer, Managing Director: M. G.
Chief Growth & Practice Leader At Choreo, Llc: M. D.

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