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Cameron Rebant

Cameron Rebant

Senior Associate at Choreo, LLC

Charlotte, NC , United States

About

Cameron Rebant is a Senior Associate in Wealth Management at Choreo, based in Charlotte, NC. In this role, he is responsible for advising clients on comprehensive wealth management strategies, focusing on delivering tailored investment solutions and financial planning for individuals and business owners.

His expertise includes working across diverse asset classes, with a particular emphasis on investment portfolios, retirement planning, and integrated tax and wealth strategies that support middle market business owners and high-net-worth families. Drawing on strong analytical skills and a client-centered approach, Cameron helps clients navigate complex financial decisions and succession planning scenarios.

Prior to joining Choreo, he was a Financial Advisor and Workplace Wealth Advisor Trainee at UBS, where he honed his skills in portfolio management and corporate retirement solutions. Cameron holds a bachelor’s degree in Finance from Michigan State University, equipping him with a robust foundation in financial markets and investment analysis.

Career History

OrganizationRoleDate RangeDetails
ChoreoSenior AssociateSep 2024 to Present
UBSFinancial AdvisorApr 2024 to Sep 2024
UBSWorkplace Wealth Advisor TraineeJul 2023 to Mar 2024
Hantz GroupPlanning Analyst InternMay 2022 to Jun 2023
Jackson National Asset Management, LLCStrategic Support AssociateNov 2021 to May 2022
CitizensBank TellerJul 2020 to Nov 2021
• Assisted customers with transactions including Deposits, Withdrawals, and other various problems • ATM Custodian, who every week has to balance, add cash, and make sure ATM is running smoothly for t...
Old NavyBrand AssociateOct 2018 to Jan 2020
• Assisted customers with transactions and other problems regarding returns and questions • Helped increased Old Navy Credit Card sales by over 65 while tenured • Maintained a 95% positive customer ex...

Education

Michigan State University

Bachelor's degree, Finance, General

2019 2023

Others at Choreo, LLC (16)

NameRoleLocation
Andrea Ringlein
Andrea Ringlein
AssociatePetaluma, CA , United States
B
Brandon Baker
AssociateVA , United States
E
Ehsan Faraz
Senior AssociateCA , United States
Kasia Kondracka
Kasia Kondracka
AssociateFort Collins, CO , United States
Lianna Meiburger
Lianna Meiburger
Senior AssociateMount Airy, MD , United States
Naam Bailey
Naam Bailey
Senior AssociateReno, NV , United States
Nikki Wright
Nikki Wright
Senior AssociateNorman, OK , United States
R
Roberta Counley
Senior AssociateRockford, IL , United States
R
Roxanne McNamer
Senior AssociateSaint Paul, MN , United States
S
Sydney Cross
Senior AssociateUnited States
Showing 1-10 of 16 team members

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