# CHOREO PARTNER ALLIANCE, LLC

CHOREO PARTNER ALLIANCE, LLC of ROCKFORD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 325238
- Type: SEC-registered investment adviser
- SEC file number: 801-127852
- Location: 6735 VISTAGREEN WAY, SUITE 110, ROCKFORD, IL, 61107
- Phone: 888-312-8467
- Latest filing: 2026-05-01
- Clients: 13

## Business model

- Compensation: Other
- Clients served: Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Molly Festa McMillin | CHIEF FINANCIAL OFFICER | Charlotte, NC |
| Lisa Marie Tamburini | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Chicago, IL |
| Lawrence Kenneth Miles | CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT | — |
| Matthew Ari Gotlin | CHIEF INVESTMENT OFFICER | — |
| Jason Dale Van De Loo | CHIEF EXECUTIVE OFFICER | — |
| Michael David Rittershaus | CHIEF SERVICE OFFICER | — |
| Shelley Grant Smith | CHIEF HUMAN RESOURCES OFFICER | — |
| Keith Scott Kotfica | CHIEF GROWTH OFFICER | — |
| Gregory Scott Dowler | CHIEF OPERATING OFFICER | — |
| Gregory Wayne Blair | CHIEF INFORMATION OFFICER | — |
| Marissa Claire Fox-Foley | CHIEF MARKETING OFFICER | — |
| Craig James Bartlett | SENIOR VICE PRESIDENT OF ADVISORS | — |
| Roger Carlton Ochs | PRESIDENT | — |
| BARTLETT JAMES | SENIOR VICE PRESIDENT OF ADVISORS | — |
| MILES LAWRENCE KENNETH | CHIEF EXECUTIVE OFFICER | — |
| TAMBURINI LISA MARIE | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| BLAIR LARRY WAYNE | CHIEF INFORMATION OFFICER | — |
| DOWLER GREGORY SCOTT | CHIEF OPERATING OFFICER | — |
| Lee Karen | CHIEF GROWTH OFFICER | — |
| DALEY MARIA PISONI | CHIEF GROWTH AND PRACTICE LEADER | — |
| ENGLISH DAVID EMERY | CHIEF FINANCIAL OFFICER | — |
| FOX-FOLEY MARISSA CLAIRE | CHIEF MARKETING OFFICER | — |
| GOTLIN MATTHEW ARI | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325238/similar
- Related entities: https://search.stillhousedata.com/firm/325238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.