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.

Find Choreo employees' phone numbers or email addresses

Choreo Global Highlights

Location
Employees

North America
243

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  • United States Of America
    243

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Poland
    1

Africa
1

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  • Kenya
    1

Choreo's Leadership

  • Stylized image of a person
    J. V. D. L.
    Chief Executive Officer
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    M. M.
    Chief Financial Officer
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  • Stylized image of a person
    M. R.
    Chief Service Officer
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  • Stylized image of a person
    S. G. S.
    Chief Human Resources Officer
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  • Stylized image of a person
    G. D.
    Chief Operating Officer
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  • Stylized image of a person
    E. M.
    Chief Wealth Advisory Officer
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    M. G.
    Chief Investment Officer, Managing Director
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  • Stylized image of a person
    G. D.
    Chief Operating Officer
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Choreo Employee Metrics

100%
50%
0%
2026
2025
2024
  • Operations
  • Finance
  • Marketing
  • Business Development
  • Information Technology
  • Other
  • Analytics
  • Consultant
  • Legal
  • Banking
  • Business
  • Community & Social Services

Contact profiles from Choreo

Name
Title
Contact Info
Location
Last Update
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    J. B.
    Vice President, Digital Marketing
    Phone icon
    United States
    Feb 04, 2026
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    W. A.
    Vice President Of Advisory Services
    Phone icon
    United StatesNorth Carolina
    Aug 12, 2025
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    M. S. K.
    Vice President Of Advisory Solutions
    Phone icon
    United StatesNorth Carolina
    Nov 03, 2025
  • Stylized image of a person
    M. D.
    Chief Growth & Practice Leader At Choreo, Llc
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    Oct 21, 2024
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    S. S.
    Vice President Of Business Development
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    Jul 17, 2025
  • Stylized image of a person
    R. P. C.
    Wealth Manager | Senior Director
    Phone icon
    Bay
    Nov 18, 2025
  • Stylized image of a person
    L. C.
    Senior Director Finance And Strategy
    Phone icon
    United StatesNorth Carolina
    Jan 20, 2026
  • Stylized image of a person
    M. B.
    Managing Director, Client Solutions
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    United StatesLouisiana
    Mar 11, 2025
  • Stylized image of a person
    M. B.
    Managing Director
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    United StatesMaryland
    Mar 11, 2025
  • Stylized image of a person
    D. W.
    Managing Director
    Phone icon
    United StatesNorth Carolina
    Dec 10, 2025

Frequently Asked Questions

What is Choreo known for?

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

What is Choreo's most common email format?

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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?

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Choreo has approximately 257 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Choreo's key employees and leadership?

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As of February 2026, Choreo's key employees include:

  • Chief Executive Officer: J. V. D. L.
  • Chief Financial Officer: M. M.
  • Chief Service Officer: M. R.
  • Chief Human Resources Officer: S. G. S.
  • Chief Operating Officer: G. D.

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