Choreo Appoints Keith Kotfica to Propel Growth Strategies as Chief Growth Officer

Choreo Appoints Keith Kotfica as Chief Growth Officer

Choreo, LLC, a dynamic and innovative firm in the wealth management arena, has announced the addition of Keith Kotfica as its new Chief Growth Officer. This strategic appointment comes as the company aims to enhance its Partner Alliance program and strengthen relationships with key stakeholders in the financial advisory landscape.

Leadership Under Jason Van de Loo

Keith will report directly to Jason Van de Loo, the newly appointed CEO of Choreo. Van de Loo, who commenced his tenure earlier this month, emphasizes the significance of Kotfica’s extensive experience within the financial services sector. This will be especially critical in scaling the Choreo Partner Alliance™ program, which is pivotal to the firm’s growth vision.

In his statement, Van de Loo underscored the value Kotfica brings, saying, "Adding someone of Keith's caliber to the team signals just how important the Choreo Partner Alliance™ is to our long-term vision. His experience in cultivating business partnerships will be vital for enriching our services for CPA partners and their clients."

The Choreo Partner Alliance™

The Choreo Partner Alliance™ is an innovative referral program that connects Certified Public Accountants (CPAs) with Choreo’s broad array of wealth management solutions. This includes tax-efficient estate planning, investment management, business exit strategies, and other essential resources. Choreo's strategy is to engage deeply with established CPA firms to boost collaboration and enhance the growth trajectory of the Partner Alliance program.

Kotfica has a robust background, boasting over 30 years of experience in the financial services industry. Most recently, he held the role of Senior Vice President and Head of Employee Planning at Edelman Financial Engines, where he was instrumental in driving growth strategies. Prior to that, he served in senior positions at notable organizations such as HealthEquity and Xerox HR Outsourcing Solutions, further solidifying his expertise in managing partnership programs in large enterprises.

Strengthening Existing Partnerships

In his new role, Kotfica will focus on nurturing existing partnerships within the CPA community, drawing on his extensive experience to enhance the value provided to partners and speed up client referrals to Choreo advisors. Kotfica expressed his enthusiasm about joining Choreo at this crucial stage, saying, "The firm's client-centric approach to wealth management and commitment to CPA collaboration stands out in the market. I look forward to collaborating closely with Jason and the wider Choreo team to foster closer relationships with our partners and expand our reach in the industry."

About Choreo

Established in 2022, Choreo has quickly made its mark, currently serving over 7,000 clients with approximately $27.2 billion in assets under management and advisement as of December 2024. The firm emphasizes a client-centric approach to wealth management, providing tailored solutions that address the unique financial needs of individuals and businesses across the nation. With over 40 locations throughout the United States, Choreo's advisors are dedicated to helping clients focus on what truly matters in their lives.

For more information about Choreo and its offerings, visit choreoadvisors.com.

This new chapter in Choreo’s evolution signifies an exciting advancement in the firm’s strategic vision for the future, effectively merging Kotfica's expertise with their commitment to excellence and partnership cultivation.