Choreo Names Matthew Gotlin as CIO 

Choreo, a Chicago-based wealth management firm that manages over $24 billion in client assets with a focus on tax and financial planning, appointed Matthew Gotlin as CIO.  

Based in Columbia, MD, Gotlin joined Choreo in November 2023 after it acquired the $8.1 billion wealth management practice of BDO USA, where he served as a managing director and CIO. Before that, he was director of research at Biegel & Waller, a Washington, D.C. firm managing around $500 million, and co-founded private equity firm March Capital. 

“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,” said Larry Miles, Choreo CEO.  

Gotlin’s appointment comes after Choreo announced new senior leadership, including Jim Waller and Stephen Eldridge as regional VPs of business development, Jeff Brewer as VP of advisory services, and Browning Mank as VP of CPA Partnerships.   

Choreo has 42 locations nationwide and serves over 6,000 families.  

The firm became a standalone company in 2022, when Parthenon Capital acquired the wealth management arm of RSM, a top five accounting firm. In November of that year, it made its first deal with the acquisition of Enso Wealth Management, a California-based RIA firm, for approximately $1.8 billion.