Choreo Appoints Kelly O'Donnell as Chief People and Transformation Officer
Choreo has appointed Kelly O'Donnell to the newly created role of Chief People and Transformation Officer. In this position, she will oversee Human Resources, Brand & Communications, and enterprise transformation initiatives across the firm. Reporting directly to CEO Jason Van de Loo, O’Donnell brings over 30 years of experience in financial services leadership roles at companies such as Financial Engines and Edelman Financial Engines. O'Donnell's responsibilities include strategic alignment, change management, and integration efforts following acquisitions. Her background includes executive positions like President of Workplace and Chief Risk Officer, where she led strategy, marketing, compliance, HR, and risk functions. She aims to help Choreo scale cohesively while preserving its unique identity. Choreo is a tax-smart wealth planning firm with over $28.6 billion in assets under management as of December 31, 2025. The company serves more than 7,000 clients across the U.S., and O’Donnell’s appointment reflects its focus on growth through strategic leadership.
Topics: Human Resources Leadership Transformation