Choreo Names Former LPL Financial Executive Gabriel Rodriguez as CTO

A technology role built around advisors

Rodriguez will report to Chief Executive Officer Jason Van de Loo and join the firm's executive leadership team. He will be based in Choreo's Charlotte, North Carolina office, according to the company's announcement.

According to Choreo, his task is to build the technology foundation for the firm's next phase of growth. That includes creating a connected platform that helps advisor teams deliver coordinated tax and wealth advice consistently as the firm scales.

He will also use AI to expand advisor capacity and strengthen the planning, reporting and client engagement tools advisors use every day. Choreo says these efforts will be supported by training that helps teams adopt the tools.

Background at LPL, Vanguard and other firms

Choreo says Rodriguez brings over 20 years of industry experience. Most recently he was Senior Vice President of Technology at LPL Financial, where he was responsible for ClientWorks, the firm's advisor workstation.

Before that, he spent six years at Vanguard leading technology architecture and engineering for its U.S. intermediary business. Earlier roles include leading investment research systems at Wellington Management and developing investment systems at Bain Capital.

The company says his experience spans trading, investment operations, advisor platforms and client service. He has also led AI initiatives focused on advisor productivity and technology integration for acquired firms.

Van de Loo said Rodriguez "has spent his career translating the needs of wealth management professionals into technology that helps them do their jobs more effectively." He added that Rodriguez brings "the technical depth to lead our strategy and the discipline to deliver on it."

Rodriguez on AI and industry pressures

In his own statement, Rodriguez pointed to several pressures facing the industry at once. He cited the coming great wealth transfer and said some industry observers expect more than a third of financial advisors may leave the industry within the decade.

He described artificial intelligence as a clear solution, but said it raises questions that must be considered "carefully, strategically and in partnership with operational leadership and advisors in every firm." He said he is joining a firm that understands this approach and respects technology as a partner for continued growth.

About Choreo and what the hire signals

Choreo is an independent wealth management firm specializing in tax-smart planning for individuals, families and businesses. With roots in the CPA profession, it combines tax and wealth perspectives to address interconnected financial needs. The firm operates in more than 40 locations nationwide and provides investment advisory, financial planning and other wealth management services.

The appointment shows where the firm is directing its focus: a single connected platform, AI to extend what advisors can handle, and tools backed by training. Choreo has not disclosed specific products, timelines or targets in the announcement, so the practical impact on advisors and clients will depend on what the new CTO delivers.