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 Financial Engines, Van de Loo brings 20 ...

Private equity-owned Choreo buys BDO's $8.1B wealth unit By Staff report November 01, 2023, 11:08 a.m. EDT 2 Min Read itchaznong/stock.adobe.com ...

Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, finalized the closing of its previously announced transaction whe ...

Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...

Choreo claimed several clients terminated their relationships with the firm shortly after the advisors left, with one indicating he plans to work with one of the former advisors at Compound ...

Choreo, an investment advisory firm, now holds $14.8 billion in assets under management after the purchase — its second acquisition in the Southeast. Financial terms of the deal were not disclosed.