Advisor Profile

William Lowery

Managing Director, Wealth Management

Bill is a Managing Director on Choreo’s Wealth Management team.

Bill has an active role in manager research, tactical and strategic asset allocation decisions, and provides consulting services to institutional and family office clients.

He has more than 25 years of industry experience working with foundations, endowments, corporations and high net worth families. Prior to joining Choreo, Bill was the CEO of Lowery Asset Consulting, and previously worked with Spectrum Advisory Corporation, Lakeview Securities Corporation, and Performance Analytics. In his on-going quest for knowledge, Bill explored the fledgling alternative investment industry in the early 1990s.

Bill has been quoted in major publications such as Business Week, Chicago Tribune, Pensions and Investments, The Wall Street Journal, Fortune, and Investor’s Business Daily.


  • Graduate Studies, DePaul University
  • B.S., Business, University of Missouri