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 5 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 205 employees based on available data.

Choreo Employee Directory

Financial ServicesIllinois, United States201-500 Employees

Choreo is an independent financial services firm based in Chicago, Illinois, operating in the national wealth management space. It emphasizes a collaborative, multi-disciplinary advisory model that combines tax planning with wealth management to support advisors in delivering integrated guidance. The firm provides integrated financial planning and investment management services to individuals, families, and institutions, enabling financial professionals to offer personalized attention to clients pursuing near-term and long-term financial and life goals.

Choreo positions itself within the wealth management industry as a firm that seeks to redefine the role of registered investment advisors in wealth advisory. The organization has been expanding its physical footprint in recent years, including growing its Charlotte, North Carolina presence.

Choreo Global Highlights

North America
257

United States Of America
257

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%

0%

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

M. K.
Senior Director
Mobile Phone
Email
United StatesPennsylvania
Apr 20, 2026
M. R.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
May 13, 2026
M. G.
Senior Director
Mobile Phone
Email
United StatesIowa
Feb 23, 2026
M. L.
Director | Wealth Advisor
Mobile Phone
Email
Apr 17, 2026
N. B.
Managing Director
Mobile Phone
Email
United StatesVirginia
May 14, 2026
P. P.
Senior Director, Wealth Management
Mobile Phone
Email
United StatesNew Jersey
Apr 20, 2026
P. W. T.
Senior Director, Wealth Management
Mobile Phone
Email
Jun 01, 2026
R. B.
Managing Director, Wealth Management
Mobile Phone
Email
United StatesConnecticut
May 06, 2026
R. C.
Managing Director
Mobile Phone
Email
United StatesArkansas
Nov 05, 2025
W. J. F.
Director, Retirement Plan Advisory Services
Mobile Phone
Email
United StatesNew Jersey
Apr 17, 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 267 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Choreo's key employees and leadership?

As of May 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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Choreo Employee Directory

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