Choreo, the registered investment advisor created earlier this year when private equity firm Parthenon Capital lifted out RSM’s wealth management business, has announced its first acquisition since ...

Registered investment advisor Choreo has filed a lawsuit against Compound Planning on the heels of the registered investment advisor announcing that former Choreo advisors joined to seed a new office ...

RIA acquirer Choreo has announced its fourth acquisition of a wealth management business, this time from accounting giant BDO. Processing Content Choreo said Wednesday in a press release that it had ...

Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Roger Ochs, who was appointed president of Choreo in February, has stepped down from this ...

The wealth management arm of a major accounting firm that received a private equity investment earlier this year is folding into a registered investment advisor owned by the same investor. Upon the ...

Jason Van de Loo, an industry leader with experience in growing prestigious RIA firms including Edelman Financials Engines, has been appointed CEO of Choreo, a Chicago-based, independent RIA, Choreo ...

Choreo, a Chicago-based RIA and investment management firm that focuses on collaborations with CPAs, has launched a new platform with software company Smartleaf that conducts daily tax impact ...

After a long three years, Choreo is finally back. Jericho High School’s dancers have been without an audience due to the pandemic, and now they were able to dance in front of their families and ...