Choreo, the registered investment advisor created last year when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has acquired the wealth ...

Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...

Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US last year, has acquired an $8.1 billion wealth management practice from BDO USA, a Top 10 Firm based ...

Choreo, a Chicago-based financial advisory firm, has acquired the wealth management arm of North Carolina accounting firm GreerWalker and established an ongoing partnership with GreerWalker to help ...