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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | Sep 2024 to Present | — |
| UBS | Financial Advisor | Apr 2024 to Sep 2024 | — |
| UBS | Workplace Wealth Advisor Trainee | Jul 2023 to Mar 2024 | — |
| Hantz Group | Planning Analyst Intern | May 2022 to Jun 2023 | — |
| Jackson National Asset Management, LLC | Strategic Support Associate | Nov 2021 to May 2022 | — |
| Citizens | Bank Teller | Jul 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 Navy | Brand Associate | Oct 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)
| Name | Role | Location |
|---|---|---|
| Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States |
E Ehsan Faraz | Senior Associate | CA , United States |
| Associate | Fort Collins, CO , United States | |
| Senior Associate | Mount Airy, MD , United States | |
| Senior Associate | Reno, NV , United States | |
| Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States |
S Sydney Cross | Senior Associate | United States |
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