Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo

Appointment to solidify Choreo’s position as tech-enabled wealth management firm

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Matthew Gotlin, CFA®, has been named Choreo’s Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions and researches topics such as public and private markets and economic trends.

Larry Miles, Choreo’s CEO, said, “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. I’m excited Matt will continue to serve as a key member of our leadership group and cannot wait to see what he and his team can accomplish on behalf of our advisors and their clients.”

Gotlin came to Choreo in November 2023 as part of the acquisition of the affiliated wealth management business of BDO USA, where he served as a Managing Director and the firm’s Chief Investment Officer. Before that, he was the Director of Research for Biegel & Waller, a registered advisory firm and the co-founder of March Capital, a private equity firm focused on the lower middle market.

In his new role, Gotlin believes he and his team will “drive significant value for Choreo clients by delivering solutions that will help advisors navigate the public market while helping boost the firm’s capabilities within the private market arena” he said in the release.

“Our investment team is exceptional, and I am fortunate to have the opportunity to work with our extraordinary clients and advisors at Choreo,” Gotlin said.

Gotlin earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from Duke University.

Miles added, “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 is an independent wealth management firm with approximately $24.6 billion in client assets.