People Moves
Who’s Moving Where In Wealth Management – EisnerAmper, Choreo, PEI Group
The latest senior appointments, moves and personnel changes in the North American wealth sector.
PEI Group
PEI Group, a
source of data and intelligence for investment professionals
across private markets, has appointed Georgene Huang (main
picture) as chief product officer. She is based in the firm’s New
York office, and reports to CEO Edouard Tavernier.
Formerly at Fortune, Huang most recently served as chief product and data officer, and previously held senior leadership positions at Bloomberg and Dow Jones. She also founded and led her own company for more than seven years.
The firm is marking 25 years of private markets intelligence this year.
EisnerAmper
Global business advisory group EisnerAmper has announced
that Tim Drozd has joined as a partner and the chief financial
officer.
Drozd brings more than 30 years of finance and business leadership experience. He previously served as the CFO of engineering, consulting, and professional services organizations, as well as holding senior finance leadership positions at a global information services company. He has a BS in chemical engineering from Purdue University and an MBA from Northwestern University.
Choreo
Wealth planning firm Choreo has promoted Ray Morrill
to chief wealth officer. Most recently, he was senior director,
wealth management at Choreo. Before joining the firm, Morrill
worked at RSM US Wealth Management, ultimately serving as a
director.
"As we continue to grow, this position is about much more than managing the advisor organization. It is about helping shape the future of Choreo, strengthening the experience we deliver and building a model that can scale with consistency while preserving the judgment and personalization clients expect," Jason Van de Loo, Choreo's CEO, said.
Drozd is a Certified Financial Planner®, a Certified Private Wealth Advisor® and an Accredited Estate Planner®.
Launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves more than 7,000 clients with about $28.6 billion in assets under management and advisement as of December 31, 2025.