Advisor Profile

Camerone V. Giancaterino brings a strong foundation in advisory support, planning exposure, and early private market experience to his role as a Senior Associate. He offers a client-focused approach and hands on experience supporting wealth planning within a collaborative advisory environment. He enjoys working in both the private wealth and group retirement planning space to service clients from all walks of life.

Prior to joining Choreo, Camerone was with Northeast Financial Group, an independent registered investment advisory firm based in Northeast Pennsylvania. He joined the firm in January 2023, beginning as a financial services intern and later transitioning into an advisory role. During his time there, he supported advisory teams and private wealth relationships, gaining experience across planning and relationship support activities.

Earlier in his career, Camerone gained exposure to the financial sector through internships that provided insight into private markets and emerging financial technologies. His experience includes time with Generational Transfer Entrepreneurs, a Pittsburgh-based private equity firm, as well as participating in Plug and Play’s fintech platform, the world’s largest seed-stage venture capital ecosystem. These opportunities contributed to his understanding of business succession, capital formation, and evolving financial landscape.

Camerone’s academic background, advisory experience, and interest in intergenerational retirement and wealth planning position him well to support Choreo’s high-net-worth and ultra-high-net-worth clients, working alongside seasoned professionals to help families plan thoughtfully across generations.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• FINRA Series 65
• Certified Financial Planner CFP® - CFP Board
• Life, Health & Accident Insurance License

EDUCATION

• BS Finance and Marketing Minor in Economics, University of Pittsburgh
• MS Financial Planning and Services, Saint Joseph’s University