Advisor Profile

Jim Waller

Managing Director, Wealth Management

James Waller is a Managing Director in Choreo’s Baltimore office and serves public and privately held companies across the United States.

Prior to joining Choreo, Jim co-founded Biegel & Waller. His previous experience includes being a Senior Tax Manager with the Washington office of a Big Four firm. During his 10 years at a Big Four firm, he represented a diversified client base that was composed primarily of multi-state and multi-national technology and telecommunications concerns. He was also part of the East Region Creative Tax Service Group (developing tax strategies for non-attest clients), as well as in charge of internal tax training for the Washington office.

Jim relies on developing direct relationships with CEOs and CFOs and advising them independent from audit relationships. His extensive client list centers in the Atlantic region, although clients are served throughout the United States as well as internationally. He works with clients in various industries including technology, retail, real estate, hospitality, government contracting, power generation and other consulting companies.


  • B.S., Accounting, University of Maryland