Dorothy Bossung
Senior Director, Wealth Management
As a Senior Director on the Wealth Management team, Dorothy serves as a personal advisor and fiduciary to high-net-worth families, family offices, foundations, and endowments with a focus on preservation and growth of assets.
As a Senior Director on the Wealth Management team, Dorothy serves as a personal advisor and fiduciary to high-net-worth families, family offices, foundations, and endowments with a focus on preservation and growth of assets.
Prior to joining Choreo, Dorothy served as chair of the national investment policy committee for a very large international firm.
Dorothy applies knowledge gathered from more than 35 years of experience to each client engagement. Her focus is always on understanding the unique needs of her clients and applying an objective, unbiased solution to meet their financial goals.
Her clients include retiring executives, business owners, and those looking to sell their businesses, as well as widows who need assistance with their investments and financial planning.
INDUSTRY
Dorothy serves as the Immediate Past Chair of the board of directors for the Investments & Wealth Institute. She is past Chair of the Retirement Management Advisory Commission, past chair of the Certified Private Wealth Advisor Commission and former member of the CIMA® Certification Commission for the Investments & Wealth Institute. Her professional credentials include the Certified Investment Management Analyst (CIMA®) designation, the Certified Private Wealth Advisor (CPWA®) designation, the Retirement Management Advisor (RMA®) designation and she is also a Certified Financial Planner (CFP®) certificate. She serves as a subject matter expert for all these designations with their related governing bodies.
Dorothy is a frequent author and instructor about investments, investment policy and retirement. She has been quoted by CNBC, Crains Chicago and Investment News.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CIMA®
- CFP®
- CPWA®
- RMA®
- Chicago Financial Exchange
- Estate Planning Council of Lee County
- Financial Planning Association
- Hearing Committee National Futures Association
- Investments & Wealth Institute
EDUCATION
- B.B.A., Accounting, Pace University, cum laude
