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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. ....

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Women and CPAs are in focus at RIA Choreo

Women and CPAs are in focus at RIA Choreo
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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. ....

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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. ....

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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,. ....

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