What departments does Choreo have?

Choreo has employees across 9 departments including Finance, Human Resources, Operations, Marketing, Solutions Engineering.

What is the largest department at Choreo?

The largest department at Choreo is Finance with 6 employees.

Where are Choreo employees located globally?

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

How has Choreo's team size changed over time?

Choreo's team has decreased from approximately 207 to 202 employees based on available data.

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Choreo Employee Directory

Financial ServicesIllinois, United States201-500 Employees

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.

Find Choreo employees' phone numbers or email addresses

Choreo Global Highlights

North America
261

United States Of America
261

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Poland
1

Africa
1

Kenya
1

Choreo's Leadership

J. V. D. L.
Chief Executive Officer
Mobile Phone
Email
M. M.
Chief Financial Officer
Mobile Phone
Email
M. R.
Chief Service Officer
Mobile Phone
Email
S. G. S.
Chief Human Resources Officer
Mobile Phone
Email
G. D.
Chief Operating Officer
Mobile Phone
Email
E. M.
Chief Wealth Advisory Officer
Mobile Phone
Email
M. G.
Chief Investment Officer, Managing Director
Mobile Phone
Email
G. D.
Chief Operating Officer
Mobile Phone
Email

Choreo Employee Metrics

100%

50%

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

D. W.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
Mar 18, 2026
K. H. C.
Managing Director & Wealth Advisor
Mobile Phone
Email
Mar 09, 2026
S. K.
Managing Director
Mobile Phone
Email
United StatesWisconsin
May 05, 2025
J. P.
Managing Director, Advisory Operations
Mobile Phone
Email
United StatesOklahoma
Mar 13, 2026
M. D.
Director Of Business Intelligence
Mobile Phone
Email
United StatesNorth Carolina
Feb 24, 2026
M. B.
Managing Director, Wealth Management
Mobile Phone
Email
United StatesIowa
Mar 04, 2026
E. H.
Senior Director
Mobile Phone
Email
United StatesNorth Carolina
Feb 24, 2026
E. B.
Director, Platform Technology
Mobile Phone
Email
United StatesIdaho
Feb 24, 2026
K. B.
Director
Mobile Phone
Email
United StatesDistrict of Columbia
Feb 24, 2026
B. S.
Controller
Mobile Phone
Email
United StatesFlorida
Feb 24, 2026

Frequently Asked Questions

What is Choreo known for?

Choreo operates in the Financial Services industry. The company's main headquarters is located in Chicago, Illinois United States. 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 256 employees as of March 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Choreo's key employees and leadership?

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

Chief Executive Officer: J. V. D. L.
Chief Financial Officer: M. M.
Chief Service Officer: M. R.
Chief Human Resources Officer: S. G. S.
Chief Operating Officer: G. D.

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