Choreo Names Matthew Gotlin Chief Investment Officer

CIO Who Arrived As Part Of BDO USA Wealth Management Acquisition To Lead Investments For Choreo
Matthew Gotlin, Chief Investment Officer, and Larry Miles, CEO, Choreo
Matthew Gotlin, Chief Investment Officer, and Larry Miles, CEO, Choreo
Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report
Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Choreo, an RIA with a focus on tax and financial planning, appointed Matthew Gotlin as its Chief Investment Officer. Based in Columbia, Maryland, Gotlin will lead a team that creates client solutions, researches public and private markets and identifies economic trends, the company recently announced.

Gotlin joined Choreo in November 2023 after it acquired BDO USA’s affiliated wealth management business, where he served as a Managing Director and Chief Investment Officer. Prior to that, he was Director of Research at Biegel & Waller and co-founded private equity firm March Capital.

Larry Miles, Choreo’s CEO, expressed his confidence in Gotlin, stating, “His experience as both a wealth manager and investment strategist, combined with his dedication to providing the highest level of analytical research, will prove invaluable to our advisor and client community, helping them to better understand emerging investment trends in both the public and private markets.”

“I’m thrilled to assume this role and for the opportunity to be part of such an incredible team,” Gotlin said. “Together, I believe we will drive significant value for Choreo clients by delivering solutions that will help advisors navigate the public market while helping boost the firm’s capabilities within the private market arena.”

Gotlin’s appointment follows Choreo’s announcement of new senior leadership: Jim Waller and Stephen Eldridge were named Regional Vice Presidents of Business Development, Jeff Brewer became Vice President of Advisory Services and Browning Mank took the role of Vice President of CPA Partnerships.

Miles added, “By expanding our investment research capabilities under Matt’s leadership, we further solidify our position as a technology-enabled wealth management firm rooted in sound financial and tax planning principles. I’m excited Matt will continue to serve as a key member of our leadership group and cannot wait to see what he and his team can accomplish on behalf of our advisors and their clients.”

Choreo has 42 locations nationwide, serves over 6,000 families and had approximately $24.6 billion of assets under management or advisement as of December.

Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

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