Family Office
Choreo
Choreo (formerly RSM US Wealth Management) is an investment advisory firm headquartered in Rockford, Illinois. The firm is wholly owned by Parthenon Capital Partners.The investment approach is led by CIO Matthew Gotlin, who assumed the role in April 2024. He joined Choreo in 2023 as a managing director following the fi…
Asset classes & sectors
IndustrialIndustrial / ResidentialResidential
Decision-makers
William Shepherd
Director, Investment Strategy Group
Lauren Martinez
Director, Investment Strategy Group
Nick Sherek
Associate, Investment Strategy Group
Candi Weinrick
Senior Associate, Investment Strategy Group
Matthew Gotlin
Chief Investment Officer & Managing Director
Derek Vasko
Senior Director, Investment Strategy
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