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Karen Lee

Chief Growth Officer Focused on Igniting Growth

Karen Lee joined Choreo as Chief Growth Officer in October 2023, reporting directly to CEO Larry Miles.1 With over 25 years of experience in wealth management, Lee previously served at Mercer Advisors for almost six years, most recently as Chief Business Solutions Officer and before that as Chief Marketing and Strategy Officer.1

At Mercer, Lee played a key role in launching the company's institutional, ultra-high net worth, and mass affluent business segments.1 Prior to her tenure at Mercer, she held various SVP positions at Wells Fargo and began her career at Accenture Strategy Group.1

In her role as Chief Growth Officer at Choreo, Lee is responsible for helping expand the firm's footprint and increase its growth and profitability.1 She is part of Choreo's executive team, which also includes Craig Bartlett as SVP of Advisors and Marissa Fox-Foley as Chief Marketing Officer.1

Lee's appointment aligns with Choreo's strategic growth plans, which include expanding its national presence and providing a wide range of services in wealth management, audit, tax, and business consulting.1 As of February 2023, Choreo operated in 40 locations, served over 6,000 families, and managed $14.8 billion in client assets.1

More recently, Lee has been involved in launching Choreo Momentum, an initiative designed to accelerate growth through integrated community-building networks, practice management, and sales training for the firm's women advisors.2 She serves as a co-executive sponsor for this program alongside Marissa Fox-Foley.2

Highlights

Dec 5 · mayfield.com
Karen Lee - Mayfield
Sep 20 · leadiq.com
Choreo Company Overview, Contact Details & Competitors | LeadIQ
Choreo Bolsters Organic Growth Strategy with Appointment of Four ...
Choreo Bolsters Organic Growth Strategy with Appointment of Four ...
Mar 27 · choreoadvisors.com
Choreo Launches Choreo Momentum to Advance Women Advisors ...
Northwest Natural Holdings - Board of Directors - Person Details
Choreo Poaches Chief Growth Officer From Mercer
Choreo Poaches Chief Growth Officer From Mercer

Related Questions

What were Karen Lee's main achievements at Mercer Advisors?
How did Karen Lee's role at Choreo evolve over the past year?
What specific strategies did Karen Lee implement at Choreo?
How does Karen Lee's experience at Wells Fargo and Accenture Strategy Group influence her approach at Choreo?
What are the future growth plans for Choreo under Karen Lee's leadership?
Karen Lee
Karen Lee, photo 1
Karen Lee, photo 2
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Location

San Francisco, California, United States