Choreo: Detailed Company Information & Corporate Profile
Summary
Choreo is a Chicago‑based finance firm employing between 200 and 500 professionals, with annual revenue ranging from $100 million to $500 million.
It delivers comprehensive financial solutions, including planning, estate, retirement, and tax strategies, alongside investment management, wealth advisory, and aggregated reporting. The company partners closely with CPAs to enhance client service across all stages of the wealth lifecycle.
The leadership roster features John Proaño as Assistant Vice President for Advisor Growth Marketing, Samantha Lordi and Michele Rinn in vice presidential roles focused on growth marketing, Louisa Cranford steering strategy, and Executive Vice President Larry Miles overseeing corporate initiatives. Molly McMillin leads finance operations while Conor Meehan directs mergers and acquisitions.
| Choreo Website | choreoadvisors.com |
| Social Links |   |
| Industries | |
| Choreo Headquarters Address | Chicago, IL, US |
| Company Size | 200-500 employees |
| Specialities & Services | Financial Planning, Estate Planning, Financial Advice, Investment Management, Wealth Management, Retirement Planning, Retirement Plan Consulting, Aggregated Reporting, Tax Planning, CPA Partnership |
| Technologies | unpkg, ASP.NET, jQuery, Flask, Cloudflare, Magento, PHP, Bootstrap, Material UI |
| Estimated Annual Revenue | $100M - 500M |
| Updated: | 2026-10-02 |
Choreo Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Chief Financial Officer
Chief Growth Officer
Chief Human Resources Officer
Estimated Website Traffic
The chart shows a growth in traffic to the choreoadvisors.com website. In September, traffic increased to 3787, compared to 3669 in the previous month. The highest traffic in 2026 was recorded in February, reaching 5860 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Choreo's workforce includes employees across a wide range of tenure levels.
18% have been with the company for 1 to 2 years18% have been with the company for 3 to 4 years27% have been with the company for 5 to 7 years18% have been with the company for 8 to 10 years18% have been with the company for more than 11 years
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Choreo Corporate Information: FAQ
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