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INDIVIDUAL RIA FIRM LEADERS Chief Marketing Officer of the Year
CHOREO, LLC
Marissa Fox-Foley
Marissa Fox-Foley is an award-winning marketing executive with a deep skillset that spans financial services and healthcare. Her role at Choreo is to develop and execute integrated growth marketing strategies that encompass traditional and digital communication channels. She approaches her work with a balance of love, creativity and tactical precision for creating extraordinary brands, engaging client experiences and profitable growth.
Choreo is an independent wealth management firm focused on redefining the RIA’s place within the advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 39 locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ 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 6,000 families with approximately $14.8 billion of assets under management or advisement (as of February 2023). The firm has been identified as one of an elite group of brands completing as many as 60% to 70% of the industry’s M&A deals in recent years and reshaping how to create a great independent wealth management platform.
www.choreoadvisors.com
118 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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