Choreo Makes First Acquisition Under New CEO
Yahoo Finance·2026-01-21 19:00

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has acquired the assets of Northeast Financial Group and Herbein Financial Group, Pennsylvania-based RIAs with $1.3 billion in combined assets. Choreo first made the connection with Northeast and Herbein through Cherry ...

Choreo Makes First Acquisition Under New CEO - Reportify