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Jason Van de Loo

In network coverage since September 15, 2026 · 4 stories
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Moves

Choreo hires Gabriel Rodriguez, ex-LPL technology executive, as CTO

Rodriguez oversaw LPL's ClientWorks advisor workstation and will run advisor technology, platform integration and AI at Choreo, the $19.1 billion RIA.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.