Larry is responsible for cultivating and strengthening key relationships, including partnerships with CPAs and other professional firms. He is driven by a strong sense of purpose and service and is known for building and leading high-performing organizations.
Larry brings deep experience across financial services, including leadership, new business development, wealth management, and strategic growth initiatives. His career spans senior executive roles within investment advisory firms and global financial institutions including most recently CEO at Choreo, giving him a broad perspective on partnership strategy and enterprise-level management.
He holds a Bachelor of Arts from Amherst College and an MSc from the London School of Economics. Larry is also the author of It's That Simple: How to Build the Professional Service Firm of the Future.