CHOREO, LLC

CHOREO, LLC of ROCKFORD, IL is an SEC-registered investment adviser (CRD 111221). Regulatory assets under management: $19.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (115)

Showing 25 of 115 people.

NameRoleLocation
Molly Festa McMillinCHIEF FINANCIAL OFFICERCharlotte, NC
Lisa Marie TamburiniGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERChicago, IL
Lawrence Kenneth MilesCHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT; EXECUTIVE VICE PRESIDENT, STRATEGIC PARTNERSHIPS
Matthew Ari GotlinCHIEF INVESTMENT OFFICER
Jason Dale Van De LooCHIEF EXECUTIVE OFFICER
Michael David RittershausCHIEF SERVICE OFFICER
Shelley Grant SmithCHIEF HUMAN RESOURCES OFFICER
Keith Scott KotficaCHIEF GROWTH OFFICER
Gregory Scott DowlerCHIEF OPERATING OFFICER
Gregory Wayne BlairCHIEF INFORMATION OFFICER
Marissa Claire Fox-FoleyCHIEF MARKETING OFFICER
Craig James BartlettSENIOR VICE PRESIDENT OF ADVISORS
Roger Carlton OchsPRESIDENT
COHEN JOAN KELLYVP & DIRECTOR
ANDERSON MICHELLE MARIECOMPLIANCE OFFICER
ADAMS DIANA MPRESIDENT AND CHIEF EXECUTIVE OFFICER; REGIONAL MANAGING DIRECTOR
KIRLEY THOMAS GLENNSR. VP AND CHIEF OPERATING OFFICER; SR. VP, ECONOMICS UNIT; SR. VP, ECONOMIC UNITS
MOSS KIMPA ACHIEF HR OFFICER; EXECUTIVE VICE PRESIDENT, NATIONAL TAX; EXECUTIVE VICE PRESIDENT, TAX (+2 more)
TRIGG DANIEL WEXECUTIVE VICE PRESIDENT, FINANCIAL INSTITUTIONS
OPHEIM DOUGLAS WAYNECHIEF FINANCIAL OFFICER AND TREASURER; CHIEF US CLIENT OPERATIONS OFFICER; CHIEF US OPERATIONS OFFICER (+3 more)
SIDERS THOMAS REXEC. VICE PRES., ECONOMIC UNIT BUSINESS PLANNING; EXEC. VICE PRES., OPERATIONS; EXEC VP, EU OPERATIONS
MURPHY THOMAS GEXEC. VICE PRES., MANUFACTURING; EXEC VP, MANUFACTURING; EXEC VP, MANUFACTURING & DISTRIBUTION
ZACK JAY AEXECUTIVE VICE PRESIDENT - WEALTH MANAGEMENT; EXEC VP
SIEMSEN RANDALL HEVP NATIONAL CONSULTING
DENNIS JOSEPH LEROYEVP, ASSURANCE SERVICES; EXEC VP, ASSURANCE SERVICES

More on this firm