Chief Investment Officer

3 weeks ago


Pensacola, Florida, United States Incline Wealth Full time
Choreo Names Chief Investment Officer from BDO USA

Matthew Gotlin, a seasoned investment professional, has been appointed as the Chief Investment Officer at Choreo, a leading RIA. With over 20 years of experience in wealth management and investment strategy, Gotlin will lead an expanded investment team focused on creating tax-efficient strategies with access to public and private markets.

Choreo, a Chicago-based RIA overseeing more than $24 billion for over 7,200 households and almost 100 institutional investors, has tapped Gotlin to lead the team. A CFA based in Columbia, Md., Gotlin joined Choreo from BDO USA when Choreo acquired its wealth management business and more than $8 billion in client assets in the fall.

According to Choreo CEO Larry Miles, Gotlin stood out as the ideal person to lead the expanded team during the process of integrating the 33-person BDO team. His experience as both a wealth manager and investment strategist, combined with his dedication to providing the highest level of analytical research, will prove invaluable to our advisor and client community, helping them to better understand emerging investment trends in both the public and private markets.

Choreo partners with CPA firms in four ways through its Choreo Partner Alliance program: sharing real estate, sharing revenue, providing education to the CPA firm's employees, and giving them an equity stake in the RIA. Acquired firms may take advantage of some or all components.

Choreo was created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM. The firm did its first deal that November, when it acquired $1.8 billion Enso Wealth Management in California and announced two more before the end of the year that added another $1.275 billion. The BDO USA acquisition was its fourth.

Serving more than 7,000 households and almost 100 institutional investors, Choreo now comprises 225 employees, including 129 advisors, working from 47 offices around the country.

By expanding our investment research capabilities under Matt's leadership, we further solidify our position as a technology-enabled wealth management firm rooted in sound financial and tax planning principles, said Miles.



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