Choreo Elevates Leadership to Propel Growth with New CEO
Choreo Announces Strategic Leadership Change with New CEO
RIA Industry Leader with Two Decades of Expertise in Wealth Management and Technology
Choreo, LLC has appointed Jason Van de Loo as its new CEO, a significant step in enhancing the firm’s growth strategy. Van de Loo, known for his extensive leadership experience at Edelman Financial Engines, will utilize 20 years in the wealth management and technology sectors to accelerate Choreo's strategic goals.
As a rapidly evolving Registered Investment Advisor (RIA), Choreo is committed to providing comprehensive wealth management services to affluent clients, seamlessly integrating sophisticated financial and tax planning. With Van de Loo's leadership, the firm aims to enhance its innovative offerings to meet the diverse needs of its nationwide clientele.
Driving Growth Through Expert Leadership
“In today’s financial landscape, high-net-worth clients face unique opportunities and challenges,” Van de Loo stated. “Choreo stands at the forefront of addressing these needs, and I am thrilled to join as we elevate our offerings to new heights.”
Van de Loo emphasized collaboration with Choreo’s leadership team and advisors to build on the solid foundation already established. He aims to position Choreo as a premier destination for advisors who seek to guide clients through the complexities of wealth management in this rapidly changing environment.
Expanding Roles to Enhance Strategic Partnerships
Alongside the appointment of Van de Loo, Larry Miles will transition to the newly created role of Executive Vice President of Strategic Partnerships. Miles expressed his excitement about this evolution, stating, “Leading Choreo to this milestone has been rewarding. In my new capacity, I will focus on expanding the Choreo Partner Alliance™, enhancing our CPA partner program while collaborating with Jason to attract firms dedicated to high-level planning solutions.”
Proven Track Record in Wealth Management
Jason Van de Loo brings a wealth of knowledge and leadership experience that transcends various sectors. He has served in senior roles at both private equity-backed and publicly traded companies, delivering transformational changes in high-growth environments. His background includes significant accomplishments in developing innovative client experiences and leading high-performing teams.
Prior to his role at Choreo, Van de Loo was the Executive Vice President and Head of Wealth Management at Edelman Financial Engines, where he played a crucial role in growing the firm’s assets under management to over $250 billion. His expertise in creating a multi-channel growth platform and integrating strategic M&A initiatives positioned the firm as a leader in the independent RIA space.
Choreo's Commitment to Client Success
Since becoming an independent firm, Choreo has served a clientele of over 7,000, managing approximately $27.2 billion in assets under management and advisement. This extensive portfolio underscores Choreo’s commitment to redefining the wealth advisory landscape and enhancing client experiences.
About Choreo, LLC
Choreo is dedicated to transforming the role of RIAs within the wealth advisory sector. With a mission to promote client well-being, the firm operates from more than 40 locations nationwide, offering tailored financial solutions to meet individual client goals.
Initially established over 20 years ago as a subsidiary of a major CPA and professional services firm, Choreo continues to expand its influence throughout the financial advisory industry. The firm strives to empower clients, their families, and communities through dedicated financial planning and wealth management services.
Frequently Asked Questions
What is the significance of Jason Van de Loo's appointment as CEO of Choreo?
His appointment marks a strategic move to enhance Choreo's growth, drawing on his two decades of expertise in wealth management and technology sectors.
How does Choreo differentiate itself in the wealth management space?
Choreo focuses on high-net-worth clients, offering comprehensive wealth management services that integrate financial, tax planning, and innovative solutions tailored to client needs.
What role will Larry Miles play at Choreo moving forward?
Larry Miles will become Executive Vice President of Strategic Partnerships, focusing on expanding the Choreo Partner Alliance program and collaborating with the new CEO.
What is the size of Choreo's client base and assets under management?
Choreo serves over 7,000 clients with approximately $27.2 billion in assets under management, positioning itself as a significant player in the RIA industry.
How does Choreo’s history inform its current services?
Originating as a subsidiary of a major CPA firm, Choreo’s longstanding legacy ensures a robust understanding of financial advisory needs, fostering innovative client-centered services.
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