Skip to content

Choreo Poaches Chief Growth Officer From Mercer

Veteran C-Suite Executive To Help Firm Implement Geographic And Service Growth Plans

Choreo Poaches Chief Growth Officer From Mercer
Published:

Choreo announced that Karen Lee has joined as Chief Growth Officer reporting to CEO Larry Miles. Lee has over 25 years’ experience in wealth management. Most recently she served at Mercer Advisors for almost six years as Chief Business Solutions Officer and before that, Chief Marketing and Strategy Officer.

“I am thrilled to welcome Karen to the team and excited to see how she will leverage the breadth of her experience to help us achieve the goals we have set for ourselves,” said Miles. “Adding someone of her caliber is symbolic of Choreo’s commitment to investing in the resources, tools and human capital needed to grow as a successful enterprise.”

Larry Miles, CEO, Choreo

At Mercer, Lee helped launch its institutional, ultra-high net worth and mass affluent business. Prior to Mercer, she held various SVP roles at Wells Fargo, and began her career at Accenture Strategy Group.

“Over a very short period, Choreo has established itself as a compelling destination for successful and entrepreneurial advisors who specialize in delivering customized advice to clients at the intersection of taxes and wealth planning,” Lee said. “I’m excited to help expand the firm’s footprint and to help increase its growth and profitability.”

Karen Lee, Chief Growth Officer, Choreo

Lee is the latest addition to the executive bench for Choreo, which hired Craig Bartlett as SVP of Advisors in July and Chief Marketing Officer Marissa Fox-Foley last year. The firm originated as RSM US Wealth Management, which Parthenon Capital and Choreo management and advisors purchased from accounting firm RSM US in February 2022.

As of February 2023, Choreo operates in 40 locations, serves over 6,000 families and has $14.8 billion in client assets. Its growth plan includes expanding its national footprint while providing a broad range of services in wealth management, audit, tax and business consulting. In May, the firm launched a program allowing CPAs to engage in revenue sharing with Choreo advisors. In January, the firm acquired GreerWalker Wealth.

Miles said, “Choreo is well-positioned to achieve its vision of being the preferred wealth management partner to the tax professional community. With the team we have assembled, the experience of our advisors and an expanded emphasis on strategic planning and execution in a high-growth environment, we are incredibly optimistic about the opportunities ahead.”

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

James Miller

James Miller

James Miller is a research analyst and writer covering financial services for 25+ years. He creates feature stories, conducts Q&A profiles, and selects commentary articles for Wealth Solutions Report.

All articles
Tags: Newsmakers

More in Newsmakers

See all

More from James Miller

See all

From our partners