Personnel Move · Wealthtech · 2026

Choreo promotes Ray Morrill to Chief Wealth Officer overseeing advisor development and pla

Choreo appointed a senior role on July 10, 2026.

Primary
Choreo
Date
July 10, 2026
Sub-sector
Wealthtech

Internal promotion signals stability in a wealthtech platform, but provides limited strategic intelligence for sub-$250M founders unless Choreo is a direct competitor or potential acquirer.

Primary company
Choreo
Counterparty
Not disclosed
Amount
Not disclosed
Event date
July 10, 2026
Sub-sector
Wealthtech
HQ
Not disclosed
Structure
Not disclosed
Source published
Not disclosed
Publisher
PR Newswire

Source: prnewswire.com