Advisor Profile

Vincent is a Senior Associate at Choreo, where he plays a key role in leading the operational functions of the team. He oversees client service processes, coordinates internal support activities, and works closely with advisors to ensure a seamless experience for clients. His focus on operational excellence, efficiency, and service helps support the team's ability to deliver comprehensive wealth management solutions. 

Prior to joining Choreo, Vincent was a Senior Tax Associate at Cherry Bekaert, where he prepared and reviewed federal, state, and multi-state tax returns for individuals and business entities, ensuring accuracy and compliance. He also collaborated closely with clients, advisors, and firm leadership to deliver tax planning insights and advisory support. 

Earlier in his career, Vincent served as an Advanced Staff Accountant at Cherry Bekaert, where he executed audit engagements and prepared financial statements for clients across a range of industries. 

Outside of work, Vincent enjoys spending time at the beaches in New Jersey and relaxing with family. He has a passion for staying active, whether that’s playing golf, exploring the outdoors, or going on hikes.

EDUCATION

• B.S. in Accounting, Kutztown University of Pennsylvania