People Moves: Another Edelman Alum Joins $27B Choreo

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Erik Merkau, the former head of strategy and execution at Edelman Financial Engines, has joined Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, as chief wealth advisory officer.  Merkau will report to CEO Jason Van de Loo and take responsibility for advisor deve ...