CHOREO BOLSTERS ORGANIC GROWTH CAPABILITIES WITH HIRE OF BRITTANY ABBATE AS VICE PRESIDENT OF ADVISOR GROWTH MARKETING
Latest appointment further demonstrates firm’s commitment to support its advisors and the clients they serve
CHICAGO, June 3, 2024 — Choreo, LLC (“Choreo” or “the firm”) announced today that it named Brittany Abbate Vice President of Advisor Growth Marketing. Abbate will work with Choreo’s executive team in this newly created position to develop and execute marketing plans to support the firm’s organic growth goals and help advisors retain and attract clients. Based in Colorado, she will report to Chief Marketing and Communications Officer Marissa Fox-Foley.
“We are thrilled to welcome Brittany to our team as we continue to establish Choreo as the preferred partner for advisors working at the intersection of tax and financial planning,” said Fox-Foley. “She brings more than 15 years of experience helping financial advisors achieve their goals through applying proven marketing techniques, sound business coaching and a keen understanding of our industry. Her addition to Choreo further demonstrates the firm’s investment in our advisors and the clients they serve across the country.”
Most recently, Abbate served as Senior Vice President of Advisor Marketing and Growth Programs at Osaic Inc. (formerly Advisor Group Inc.), where she led a cross-functional advisor-marketing team that delivered organic growth. She has also held leadership positions at two Phoenix-based firms, Dynamic Wealth Partners and Caduceus Financial.
Before entering financial services, Abbate was an award-winning television and radio reporter and producer. She has a bachelor’s degree in political economy, law & society from Tulane University. She also earned a master’s in journalism from Northwestern University, where she graduated summa cum laude.
Abbate said, “As the industry continues to evolve, I’m extremely pleased to join Choreo, which has quickly distinguished itself as a go-to destination for advisors focused on providing successful entrepreneurs with a comprehensive and integrated wealth management experience. I cannot wait to hit the ground running as part of a team that is focused on helping clients with complex wealth needs get the personalized planning services they deserve.”
Abbate’s addition to Choreo follows several other executive appointments in 2024 to solidify the firm’s organic growth strategy. Earlier this year, it announced the appointments of Jim Waller, Regional Vice President, Business Development, Mid-Atlantic; Stephen Eldridge, Regional Vice President, Business Development, Southeast; Jeff Brewer, Vice President of Advisory Services; and Browning Mank, Vice President, CPA Partnerships.
About Choreo, LLC
Choreo is an independent firm focused on redefining the RIA’s place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 42 locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 families with approximately $24.6 billion of assets under management or advisement (as of December 31, 2023). For more information, visit choreoadvisors.com.
Choreo, LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.
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