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.
Dorothy is a Senior Director of Wealth Management at Choreo, serving clients from both the Fort Lauderdale, Florida and Chicago offices. As a personal advisor and fiduciary, she works with high-net-worth families, family offices, foundations, and endowments, specializing in the preservation and growth of assets. Dorothy’s focus is always on understanding the unique needs of her clients and applying objective, unbiased solutions to help them meet their financial goals. Her client base includes retiring executives, business owners, individuals planning to sell their businesses, and widows seeking assistance with their investments and financial planning.
Before joining Choreo, Dorothy served as Chair of the National Investment Policy Committee for a large international firm. Throughout her career, she has held several leadership roles, including Chair of the Board of Directors for the Investments & Wealth Institute, Chair of the Retirement Management Advisory Commission, Chair of the Certified Private Wealth Advisor Commission, and former member of the CIMA® Certification Commission for the Investments & Wealth Institute.
Dorothy is a frequent author and instructor on topics related to investments, investment policy, and retirement. She has been quoted by CNBC, Crains Chicago, and Investment News.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- Certified Financial Planner®
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
- Retirement Management Advisor®
- 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
