Richard Cundey is a CFP® and ChFC® with 31 years of industry experience. He is currently a managing director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management Services, L.L.C. Outside of his advisory role, he is involved in insurance product services with multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.

Mark Maund is a financial advisor at Choreo, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Cherry Bekaert Wealth Management, LLC for 22 years. Outside of his advisory work, he initiates and services insurance products as an agent with Dempsey Companies and Ash Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process combining strategic asset allocation, quantitative screening, and approved managers, offering a broad range of advisory services from portfolio management to specialized consulting.