Matthew Gotlin Named Choreo's Chief Investment Officer
/PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Matthew Gotlin, CFA®, its Chief Investment Officer. Gotlin will lead a...
Source: prnewswire.com
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Choreo Announces Acquisition of Wealth Management Business from BDO
/PRNewswire/ -- Choreo, LLC (Choreo) today announced it has acquired the affiliated wealth management business of BDO USA. In addition, Choreo will become an...
Source: prnewswire.com
Exclusive: Choreo Acquires BDO's $8.1B Wealth Management Business
The deal represents the latest example of Choreo partnering with a CPA firm that owns an RIA firm.
Source: wealthmanagement.com
Karen Lee Joins Choreo As Chief Growth Officer
/PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Karen Lee as Chief Growth Officer. She will report to Larry Miles,...
Source: prnewswire.com
Investment Product and Service Launches
Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life products; and more.
Source: plansponsor.com