Erik Merkau
Chief Wealth Advisory Officer
CFA®
Erik is responsible for advancing the firm’s advisor development and execution strategy, as well as expanding its tax and advanced wealth capabilities, practice management, and private client services. With 20+ years of wealth management experience, Erik has led teams at nationally recognized firms, and brings brokerage, banking, and advisory business expertise.
Prior to joining Choreo, Erik served as Head of Client Strategy Execution at Edelman Financial Engines and held senior leadership roles at JP Morgan Chase, Scottrade, TD Ameritrade, and Wells Fargo. He is a Chartered Financial Analyst® and has a B.S. in Economics from the University of Illinois at Chicago.
