Choreo Names New Chief Investment Officer

Matthew Gotlin has been appointed as the Chief Investment Officer of Choreo. Gotlin recently joined the firm in November 2023 after its recent acquisition of the affiliated wealth management business of BDO USA.

In his new role, Gotlin will lead a team focused on developing client-centric investment solutions and conducting research on various aspects of the financial markets, including both public and private markets, and economic trends.

Gotlin brings a wealth of experience to the position, having previously served as Managing Director and Chief Investment Officer at BDO USA. Prior to BDO, he was the Director of Research at Biegel & Waller. He also co-founded March Capital, a private equity firm targeting the lower middle market. He holds a Chartered Financial Analyst designation and has an MBA from the Wharton School of the University of Pennsylvania, as well as an undergraduate degree from Duke University.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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