What departments does Choreo have?

Choreo has employees across 5 departments including Finance, Operations, Business Development, Information Technology, Engineering.

What is the largest department at Choreo?

The largest department at Choreo is Operations with 3 employees.

Where are Choreo employees located globally?

Choreo has employees across 3 continents and 4 countries including Kenya, Poland, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Choreo's team size changed over time?

Choreo's team has decreased from approximately 207 to 205 employees based on available data.

Choreo Employee Directory

Financial ServicesIllinois, United States201-500 Employees

Choreo is an independent financial services firm based in Chicago, Illinois, operating in the national wealth management space. It emphasizes a collaborative, multi-disciplinary advisory model that combines tax planning with wealth management to support advisors in delivering integrated guidance. The firm provides integrated financial planning and investment management services to individuals, families, and institutions, enabling financial professionals to offer personalized attention to clients pursuing near-term and long-term financial and life goals.

Choreo positions itself within the wealth management industry as a firm that seeks to redefine the role of registered investment advisors in wealth advisory. The organization has been expanding its physical footprint in recent years, including growing its Charlotte, North Carolina presence.

Choreo Global Highlights

North America
265

United States Of America
265

Europe
2

Poland
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

Kenya
1

Choreo's Leadership

M. M.
Chief Financial Officer
Mobile Phone
Email
G. D.
Chief Operating Officer
Mobile Phone
Email
M. D.
Chief Growth & Practice Leader At Choreo, Llc
Mobile Phone
Email
S. S.
Vice President Of Business Development
Mobile Phone
Email
R. P. C.
Wealth Manager | Senior Director
Mobile Phone
Email
K. H. C.
Managing Director & Wealth Advisor
Mobile Phone
Email
D. B.
Senior Director
Mobile Phone
Email
J. S.
Associate Director, Wealth Management Advisor - Awma®
Mobile Phone
Email

Choreo Employee Metrics

100%

50%

0%

2026

2025

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

R. M.
Senior Director
Mobile Phone
Email
Mar 24, 2026
R. K.
Managing Director, Wealth Management
Mobile Phone
Email
Oct 21, 2024
R. P.
Senior Director, Wealth Management
Mobile Phone
Email
Jul 26, 2026
S. H.
Managing Director, Wealth Management
Mobile Phone
Email
Oct 22, 2024
T. G.
Senior Director, Wealth Management
Mobile Phone
Email
Oct 21, 2024
T. G.
Managing Director, Wealth Management
Mobile Phone
Email
Oct 23, 2024
T. E. C.
Senior Director, Wealth Management
Mobile Phone
Email
Oct 14, 2025
W. W.
Managing Director, Wealth Management
Mobile Phone
Email
Oct 23, 2024
W. L.
Managing Director, Wealth Management
Mobile Phone
Email
Oct 16, 2024
J. S.
Lead Quality Assurance Engineer
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Choreo known for?

Choreo operates in the Financial Services industry. 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 272 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Choreo's key employees and leadership?

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

Chief Financial Officer: M. M.
Chief Operating Officer: G. D.
Chief Growth & Practice Leader At Choreo, Llc: M. D.
Vice President Of Business Development: S. S.
Wealth Manager | Senior Director: R. P. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Choreo Employee Directory

Find Choreo employees' phone numbers or email addresses

Name search is limited — try advanced search instead