Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources CHICAGO, April 3, 2024 /PRNewswire/ -- Choreo ...

$110 Million Irvine, Calif.-Based RIA Expands Choreo's West Coast Footprint and Adds Deep CPA Planning Experience for Business Builders CHICAGO, March 2, 2026 /PRNewswire/ -- Choreo, LLC (Choreo) ...

In the newly created C-suite role, Merkau will report to chief executive Jason Van de Loo and oversee advisor development and execution across Choreo’s national advisory teams. His remit includes ...

Erik Merkau, the former head of strategy and execution at Edelman Financial Engines, has joined Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital ...

Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has added four executives to its ...

CHICAGO, July 1, 2025 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has hired Jason Van de Loo to serve as CEO. Formerly the Head of Wealth Management of Edelman ...

Choreo financial advisors and the CPAs they collaborate with now have a new tool to manage daily tax impact assessments, while freeing them from a time-hungry manual process. The firm is rolling out ...