Choreo's Charitable Contributions Impacting Communities Nationwide
Choreo's Charitable Contributions Impacting Communities Nationwide
Team Engagement Game During Recent Event Benefits 11 Charities
Choreo, LLC, an independent wealth management firm, recently demonstrated their commitment to community engagement by donating an impressive $12,500 to 11 different community organizations. This initiative was inspired by the recent OneChoreo national conference where the firm’s advisors and team members came together to foster both competition and camaraderie. The networking exercise served as an exciting platform for team members to engage with one another while also giving back to impactful non-profits across the country.
Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, expressed the firm’s dedication to community involvement: "Investing in our communities is a core pillar of Choreo's mission and how we continue to help our clients translate wealth into fulfillment. Many of our advisors and team members are passionate volunteers, and we're thrilled to support the amazing work being done in our communities through these donations."
Celebrating The Winning Team
The outcome of the event was not just a testament to Choreo’s team spirit, but also a celebration of charitable endeavors. The winners of the competition showcased their commitment to various causes by directing funds to non-profit organizations that are making significant contributions in their respective fields. The team members who led the donations include:
- Kelly Feldman: Supported Ronald McDonald House Charities
- Jeremy Fisher: Contributed to St. Jude Children's Research Hospital
- Mike Giudici: Donated to the University of Iowa Stead Family Children's Hospital
- Cindy Judas: Supported the Animal Rescue League in Iowa
- Kevin Lors: Contributed to Valley Church
- Kitt Murphy: Donated to the 24 Foundation in Charlotte
- Mike Nicolini: Supported St. Thomas More Academy and Cultivate Food Rescue
- Zach Pearsall: Contributed to the Prenatal/Adolescent HIV/AIDS Ward at the Lurie Children's Hospital
- Todd Rowe: Donated to RoleModels University in Charlotte
- Carl Valerius: Supported the American Cancer Society
The Annual OneChoreo Conference
The OneChoreo conference itself was a significant event held over three days, bringing together advisors and staff for an inspiring agenda filled with networking, education, and sharing of best practices. This annual gathering is a crucial opportunity for the firm to strengthen their community and enhance collaboration amongst team members.
About Choreo, LLC
Choreo is dedicated to redefining the role of independent Registered Investment Advisors (RIA) within the wealth advisory industry. The firm, which has over 40 locations nationwide, is passionate about improving the well-being of clients, their families, and their communities. Choreo’s seasoned advisors work tirelessly to design and implement solutions tailored to clients' financial needs, allowing them to focus on the most important aspects of their lives. With over 20 years of experience and managing approximately $24.6 billion in assets, Choreo serves a strong customer base of over 7,000 clients.
Contact Media Inquiries
For media inquiries, interested parties can contact Joseph Kuo or Michael Dugan at Haven Tower Group, reachable at 424-317-4851 or 424-317-4852 for further information.
Frequently Asked Questions
What was the total donation amount made by Choreo?
Choreo donated a total of $12,500 to 11 community organizations.
What was the purpose of the OneChoreo conference?
The OneChoreo conference aimed to foster networking, education, and best practices among Choreo’s advisors and team members.
Who are some of the winners and the charities they supported?
Some winners included Kelly Feldman and Jeremy Fisher, who supported Ronald McDonald House Charities and St. Jude Children's Research Hospital, respectively.
What is Choreo's mission?
Choreo's mission focuses on investing in communities and helping clients translate their wealth into fulfillment.
How long has Choreo been serving clients?
Choreo has been in the financial advisory business for over 20 years, helping more than 7,000 clients.
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