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Choreo, Llc Appoints Karen Lee As Chief Growth Officer and Marissa Fox Foley As Chief Marketing and Communications Officer

Apr 03, 2024•over 1 year ago

Position

Chief Communications Officer

Company

Choreo

Marissa Fox-Foley

ChicagoFinanceFinancial Services

Description

Choreo, LLC announced the appointment of four professionals to new senior leadership roles across the firm, bolstering its ability to drive organic growth, augment support of strategic CPA partnerships, and elevate the client service model.

Company Information

Company

Choreo

Location

Chicago, Illinois, United States

About

Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 40-plus locations across the country. Choreo's experienced advisors define, design and build solutions for their clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023).

FundzWatch™ Score

Medium Activity

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