Choreo Welcomes New Chief Growth Officer
30-Year Financial Services Veteran to Focus on Expanding the Choreo Partner Alliance™
Choreo, LLC, a renowned company in the financial services sector, has announced the appointment of Keith Kotfica as its new Chief Growth Officer. Reporting directly to Jason Van de Loo, Choreo's Chief Executive Officer, Kotfica is set to bring his extensive experience to strengthen the firm's Partner Alliance.
A Strategic Addition to Leadership
This significant leadership move marks the first addition under Van de Loo’s direction as CEO. Kotfica’s role is pivotal as he collaborates closely with Larry Miles, Executive Vice President of Strategic Partnerships. Their mission is to advance the Choreo Partner Alliance™, which plays a crucial role in the firm’s long-term growth strategy.
“The integration of a professional of Keith's caliber emphasizes the importance of our Partner Alliance™,” stated Van de Loo. His background in fostering and developing key business relationships positions Kotfica to enhance the impact the firm can offer to CPA partners and their clients.
About the Choreo Partner Alliance™
The Choreo Partner Alliance™ is designed as an affiliated referral program, equipping CPAs with strategic access to a broad range of services. These include tax-efficient estate planning, business exit strategies, investment management, marketing resources, and advanced technology solutions. With established CPA firms already collaborating, Choreo is committed to enriching this program for deeper engagement and growth.
Strengthening Existing Relationships
In his new role, Kotfica will focus on nurturing relationships with current CPA partners. His considerable experience in managing partnership initiatives within large organizations positions him well to deliver greater value and improve client referrals to Choreo's advisors.
Extensive Experience in Financial Services
Bringing over three decades of financial services expertise, Kotfica’s previous role was as Senior Vice President and Head of Employee Planning at Edelman Financial Engines. He has also held significant positions at HealthEquity, Xerox HR & Outsourcing Solutions (now known as Conduent), and CitiStreet, now part of Voya.
Excitement for Future Collaborations
Expressing his enthusiasm about joining Choreo, Kotfica stated, “I am thrilled to be part of Choreo at such a transformative moment. The firm's focus on client-centric wealth management, paired with its commitment to CPA collaboration, is truly exceptional in today’s market. I am eager to work closely with Jason and the entire Choreo team to enhance connections with our existing partners and effectively communicate our value proposition.”
An Evolving Firm in Wealth Management
Choreo became an independent entity in 2022, offering services to over 7,000 clients and managing approximately $27.2 billion in assets (as of December 2024). This growth underscores Choreo's commitment to providing high-quality financial management and advice.
About Choreo, LLC
Choreo is dedicated to redefining the role of Registered Investment Advisors (RIAs) in the wealth advisory industry. With a mission to enhance the well-being of clients, families, and communities, Choreo operates from over 40 locations nationwide. Its experienced advisors are committed to crafting solutions tailored to clients' financial needs, allowing them to concentrate on what matters most.
Having been established over 20 years ago as part of a major CPA and professional services firm, Choreo currently boasts a clientele of more than 7,000 individuals, managing approximately $27.2 billion in assets (as of December 2024).
Contact Information
For media inquiries, Joseph Kuo and Michael Dugan from Haven Tower Group can be reached at 424 317 4851 or 424 317 4852 for further details.
Frequently Asked Questions
Who is Keith Kotfica?
Keith Kotfica is the newly appointed Chief Growth Officer at Choreo with over 30 years of experience in financial services.
What is the Choreo Partner Alliance™?
The Choreo Partner Alliance™ is an affiliated referral program aimed at providing CPAs with valuable resources and services.
What are Choreo's main services?
Choreo offers investment management, financial planning, and estate planning services among others to individuals and businesses.
When did Choreo become independent?
Choreo became an independent firm in 2022, focusing on redefining the role of RIAs in wealth management.
How much assets is Choreo managing?
As of December 2024, Choreo manages around $27.2 billion in assets under management and advisement.
