Choreo Taps LPL-Vet to Lead “Holistic AI” Enabled Tech Strategy

Featured image: Gabriel Rodriguez, Chief Technology Officer, Choreo

The Chicago-based RIA Choreo recently named Gabriel Rodriguez to serve as its Chief Technology Officer. Based in the firm’s growing Charlotte, North Carolina, office, Rodriguez will oversee the technology strategy needed for the firm’s “next phase of growth, according to the company.

His mandate is to create a connected platform to enable advisor teams to deliver coordinated tax and wealth advice consistently as the firm scales.

“Our strategy is guided by one principle: technology should give advisors more time to serve their clients,” Rodriguez told Digital Wealth News. “We continue to evaluate a holistic AI approach to further streamline our back-office systems and enhance how advisors meet our clients’ wealth and tax management needs.”

“Gabriel has spent his career translating the needs of wealth management professionals into technology that helps them do their jobs more effectively,” Choreo CEO Jason Van de Loo said in a statement. “He brings the technical depth to lead our strategy and the discipline to deliver on it. He understands the role technology plays in supporting advisors and delivering better client experience. That combination will be critical as we expand our capacity to deliver coordinated advice at the intersection of tax and wealth.”

Rodriguez has over 20 years of industry experience. Most recently, he served as Senior Vice President of Technology at LPL Financial, responsible for ClientWorks, the firm’s advisor workstation. He spent six years at Vanguard, leading technology architecture and engineering for its U.S. intermediary business. Earlier, he led investment research systems at Wellington Management and developed investment systems at Bain Capital.

“Choreo is at a compelling inflection point, and I am excited to join the leadership team as technology helps power its next phase of growth,” added Rodriguez. “Having worked in both large institutions and fast-moving smaller environments, I look forward to leveraging that experience to elevate the firm’s technology infrastructure and support our strategic growth plan.”