Larry Miles
Professional Overview
Larry Miles is the CEO of Choreo, a leading wealth management firm. With over 20 years of industry experience, he is a seasoned executive known for his strategic vision, innovative approach, and ability to drive organizational growth and transformation. As CEO, Larry is responsible for overseeing the firm's overall operations, developing and executing on long-term business strategies, and fostering a culture of excellence and client-centricity.
Experience Summary
Current Role
As CEO of Choreo, Larry is responsible for setting the strategic direction of the firm, driving revenue growth, and leading a team of over 100 wealth management professionals. Under his leadership, Choreo has expanded its geographic footprint, enhanced its service offerings, and solidified its reputation as a premier provider of comprehensive wealth management solutions. Larry's focus on leveraging technology, cultivating strong client relationships, and empowering his team has been instrumental in Choreo's continued success.
Career Progression
Prior to joining Choreo, Larry served as President and CEO of Freestone Capital Management, where he led the firm's turnaround and oversaw a 30% increase in assets under management. Before that, he was a Principal at AdvicePeriod, where he played a pivotal role in the firm's rapid growth and expansion into new markets. Earlier in his career, Larry held leadership positions at BNY Mellon Wealth Management and Convergent Wealth Advisors, where he honed his expertise in portfolio management, client relations, and business development.
Academic Background
Larry holds a Bachelor of Science in Finance from the University of North Carolina at Chapel Hill, where he graduated with honors. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
Areas of Expertise
- Wealth management strategy and operations
- Portfolio construction and risk management
- Client relationship management and business development
- Talent development and team leadership
- Mergers and acquisitions
- Regulatory compliance and risk mitigation
Professional Impact
Under Larry's leadership, Choreo has consistently outperformed industry benchmarks, achieving double-digit growth in assets under management and revenue. He has been recognized as a thought leader in the wealth management industry, regularly speaking at industry conferences and contributing to publications on topics such as the evolution of the wealth management landscape and the importance of technology in driving innovation. Larry is also actively involved in various philanthropic initiatives, serving on the board of directors for several local nonprofit organizations.
Conclusion
With his extensive industry experience, strategic vision, and proven track record of success, Larry Miles is positioned to lead Choreo to new heights. As CEO, he is dedicated to delivering exceptional wealth management solutions, fostering a culture of innovation and excellence, and creating long-term value for the firm's clients and stakeholders.
