Erik Merkau in

Erik Merkau

Energizer · DISC type I
Chief Wealth Advisory Officer at Choreo
📍 Boston, Massachusetts, United States

Erik Merkau is the Chief Wealth Advisory Officer at Choreo, bringing over 25 years of experience from leadership roles at Edelman Financial Engines, JPMorgan, and Scottrade. He specializes in wealth advisory and client strategy, leading teams to enhance client experiences. He holds a Bachelor of Science from the University of Illinois Chicago.

He has held executive leadership roles at four major financial services firms, including President of Scottrade Investment Management.

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Experience
32 Years
Current Role
Chief Wealth Advisory Officer
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

How Erik shows up

Imaginative
Informal
Full Of Energy

They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships. They are really good at seeing what the long-term impacts of their decisions could be.

Priorities

Topics Erik cares about

Wealth Advisory
As Chief Wealth Advisory Officer at Choreo, he is responsible for leading the firm's team of wealth advisors and shaping client service strategies.
Client Strategy
Previously served as the Head of Client Strategy and Execution at Edelman Financial Engines, showcasing a focus on optimizing the client journey.
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Career

Work history

1-2026
Chief Wealth Advisory Officer
Choreo
5-2022 - 9-2024
Head of Client Strategy and Execution
Edelman Financial Engines
7-2016 - 5-2022
Managing Director
JPMorgan Securities LLC
10-2015 - 7-2016
Executive Vice President
Scottrade, Inc.
2-2014 - 7-2016
President
Scottrade Investment Management
In the press

Media appearances

Choreo adds Edelman alum Erik Merkau as chief wealth advisory officer. Featured in Investment News
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Choreo Appoints Erik Merkau as Chief Wealth Advisory Officer. Featured in PR Newswire
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Education
1987 - 1991
BS
University of Illinois Chicago
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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