Chicago-based RIA Choreo has named Erik Merkau its Chief Wealth Advisory Officer to lead its national advisory teams, reporting to CEO Jason Van de Loo.
Merkau is tasked with the firm’s advisor development and execution, as well as expansion of its tax and wealth advisory services, planning capabilities, portfolio management, practice management and private client services.
With more than 20-years of wealth management experience, Merkau has held executive positions at Edelman Financial Engines, JPMorgan Chase, Scottrade, TD Ameritrade and Wells Fargo.
“Erik joins Choreo at a pivotal time as we continue to evolve our advisor model to reflect the real-world complexity facing builders – closely held business owners and families who depend on thoughtful, integrated advice,” said Van de Loo. “His experience leading large advisory organizations positions him to help us raise the bar for how advisors serve builders and deliver coordinated guidance across tax, estate planning and business transition strategies.”
“What attracted me to Choreo is its clear commitment to operating at the intersection of tax strategy and wealth planning,” Merkau said. “That combination gives advisors a powerful way to serve families and help them navigate complex financial decisions with great confidence.”
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
