The Chicago-based registered investment advisory firm is back in acquisition mode, adding 12 staffers, including six advisors ...
Chicago-based Choreo will acquire Northeast Financial Group and Herbein Financial Group, adding $1.3B in client assets and 12 ...
Choreo's acquisition of Northeast Financial Group and Herbein Financial Group, with $1.3 billion in combined assets, ...
Josh Laychock leads both Northeast Financial Group and Herbein Financial Group. He has over 20 years of financial services experience. Upon closing the transaction, Choreo will welcome 12 full-time ...
The wealth management arm of a major accounting firm that received a private equity investment earlier this year is folding into a registered investment advisor owned by the same investor. Upon the ...
Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has hired Jason Van de Loo, the ...
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