Choreo Appoints Jason Van de Loo as New CEO to Drive Strategic Expansion
Choreo, LLC has embarked on an exciting new chapter in its growth journey with the recent appointment of Jason Van de Loo as its new Chief Executive Officer. This strategic move is poised to elevate the firm’s commitment to providing exceptional wealth management services tailored for high-net-worth individuals.
Background of Jason Van de Loo
Jason brings with him an impressive two-decade track record in various leadership roles within wealth management and technology sectors. Previously serving as the Head of Wealth Management at Edelman Financial Engines, he amassed substantial experience that will be invaluable as Choreo aims to broaden its service offerings and client reach. Under his leadership at Edelman, the firm grew its assets under management to over $250 billion, achieving recognition as a top independent Registered Investment Advisor (RIA).
Choreo's Vision for Growth
Founded as an independent firm in 2022 after separating from a sizeable CPA firm, Choreo has established a unique position in the wealth advisory industry. Today, it manages approximately $27.2 billion in assets for over 7,000 clients, leveraging its expertise to cater to the complexities faced by high-net-worth individuals, including business owners and senior executives. Van de Loo’s vision for Choreo involves not only sustaining this momentum but actively pursuing strategic expansions and innovative solutions that align with the evolving landscape of wealth and tax management.
In his words, "High-net-worth clients present unique opportunities and challenges at the intersection of their wealth management needs and financial planning. Choreo has expertly positioned itself in this arena, and I eagerly anticipate contributing to its strategy as we elevate our offerings to meet those needs adequately."
Strengthening Partnerships
To augment this transition, Larry Miles, who previously led Choreo, will take on the newly created role of Executive Vice President of Strategic Partnerships. Miles expressed enthusiasm for the new direction, highlighting his focus on expanding the Choreo Partner Alliance™, a signature CPA partner program. His collaboration with Van de Loo aims to enhance the firm's advisor network and amplify its capabilities in delivering tax-centric wealth management solutions tailored for clients across the country.
Experience in Driving Innovation
Van de Loo's extensive background working with private equity and publicly traded enterprises reinforces his aptitude for driving growth in high-performance environments. He is renowned for innovating client experiences and building effective teams, both of which are essential to sustaining Choreo's growth trajectory. His historical success in enhancing client relationships and ensuring satisfaction will be a cornerstone as he steers Choreo into its future.
About Choreo, LLC
Choreo is on a mission to redefine the role of RIAs in the modern wealth advisory landscape. With a deep commitment to the holistic well-being of clients, Choreo operates from over 40 locations nationwide, bringing its services closer to those who need it most. It thrives on the premise that effective management of wealth is crucial for improving the quality of life for clients and their families, and, by extension, the communities they inhabit. The firm continues to uphold its objective of delivering customized solutions that address financial and related needs, enabling clients to focus on their passions and priorities.
In summary, Choreo, under the stewardship of Jason Van de Loo, is well-positioned to further enhance its standing in the wealth management sector, expertly navigating the complexities that high-net-worth clients face. The future looks promising for Choreo as it seeks to innovate and expand its offerings while maintaining steadfast dedication to its clients’ needs.
Background of Jason Van de Loo
Jason brings with him an impressive two-decade track record in various leadership roles within wealth management and technology sectors. Previously serving as the Head of Wealth Management at Edelman Financial Engines, he amassed substantial experience that will be invaluable as Choreo aims to broaden its service offerings and client reach. Under his leadership at Edelman, the firm grew its assets under management to over $250 billion, achieving recognition as a top independent Registered Investment Advisor (RIA).
Choreo's Vision for Growth
Founded as an independent firm in 2022 after separating from a sizeable CPA firm, Choreo has established a unique position in the wealth advisory industry. Today, it manages approximately $27.2 billion in assets for over 7,000 clients, leveraging its expertise to cater to the complexities faced by high-net-worth individuals, including business owners and senior executives. Van de Loo’s vision for Choreo involves not only sustaining this momentum but actively pursuing strategic expansions and innovative solutions that align with the evolving landscape of wealth and tax management.
In his words, "High-net-worth clients present unique opportunities and challenges at the intersection of their wealth management needs and financial planning. Choreo has expertly positioned itself in this arena, and I eagerly anticipate contributing to its strategy as we elevate our offerings to meet those needs adequately."
Strengthening Partnerships
To augment this transition, Larry Miles, who previously led Choreo, will take on the newly created role of Executive Vice President of Strategic Partnerships. Miles expressed enthusiasm for the new direction, highlighting his focus on expanding the Choreo Partner Alliance™, a signature CPA partner program. His collaboration with Van de Loo aims to enhance the firm's advisor network and amplify its capabilities in delivering tax-centric wealth management solutions tailored for clients across the country.
Experience in Driving Innovation
Van de Loo's extensive background working with private equity and publicly traded enterprises reinforces his aptitude for driving growth in high-performance environments. He is renowned for innovating client experiences and building effective teams, both of which are essential to sustaining Choreo's growth trajectory. His historical success in enhancing client relationships and ensuring satisfaction will be a cornerstone as he steers Choreo into its future.
About Choreo, LLC
Choreo is on a mission to redefine the role of RIAs in the modern wealth advisory landscape. With a deep commitment to the holistic well-being of clients, Choreo operates from over 40 locations nationwide, bringing its services closer to those who need it most. It thrives on the premise that effective management of wealth is crucial for improving the quality of life for clients and their families, and, by extension, the communities they inhabit. The firm continues to uphold its objective of delivering customized solutions that address financial and related needs, enabling clients to focus on their passions and priorities.
In summary, Choreo, under the stewardship of Jason Van de Loo, is well-positioned to further enhance its standing in the wealth management sector, expertly navigating the complexities that high-net-worth clients face. The future looks promising for Choreo as it seeks to innovate and expand its offerings while maintaining steadfast dedication to its clients’ needs.
Topics Financial Services & Investing）
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