$29B Choreo Appoints Chief People Officer from Edelman Financial
Choreo, a Chicago-based registered investment advisor with $28.6 billion in assets under management and advisement, has appointed Kelly O'Donnell as its chief people and transformation officer. In this role, she will oversee human resources, brand communications, and the firm's integration management office following acquisitions. O’Donnell brings over 21 years of experience from Financial Engines and Edelman Financial Engines, where she most recently served as president of workplace strategy. In other related appointments, HSBC Private Bank has hired Hannes Hofmann as global head of family offices and Cayman Wills to lead its U.S. private bank operations, both joining from Citi Private Bank. Additionally, Lear Investment Management named Peter Grauer chair of a new advisory board, leveraging his extensive leadership experience at Bloomberg and public company governance roles. These appointments reflect strategic moves by these firms to strengthen their human capital strategies, client service capabilities, and long-term growth initiatives.
