About
Lianna Meiburger is a Senior Associate at Choreo, based in Mount Airy, MD, where she brings deep client management and advisory experience to the firm. In her current role, she supports financial advisors and clients with onboarding, planning, and account management across multiple asset classes, with a particular focus on retirement planning and wealth management for high-net-worth individuals and families. Her expertise spans client relationship management, investment portfolio administration, and financial planning processes.
She previously served at BDO USA, LLP as Senior Client Service Associate and Client Service Associate, where she honed her skills in client service, operations, and portfolio coordination for diverse investment accounts. At BDO, she contributed to the support of client and advisor teams by managing reporting, trade execution, and service delivery in both traditional and alternative assets, including equities, fixed income, and hedge fund investments.
Lianna holds a Bachelor's Degree in Kinesiology from the University of Maryland College Park. Her multidisciplinary background enables a detail-oriented, client-focused approach, and she is recognized for strengthening advisor-client partnerships and driving operational excellence. She is especially experienced in servicing institutional and affluent retail clients, supporting both individual retirement accounts and institutional mandates within Choreo's advisory practice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | Nov 2023 to Present | — |
| BDO USA, LLP | Senior Client Service Associate | Aug 2022 to Nov 2023 | — |
| BDO USA, LLP | Client Service Associate | Apr 2019 to Aug 2022 | — |
| Osher Lifelong Learning Institute at Johns Hopkins University | Program Assistant | Oct 2016 to Apr 2019 | — |
| Germantown physical therapy | Physical Therapy Technician | May 2013 to Oct 2016 | — |
Education
University of Maryland College Park
Bachelor’s Degree, Kinesiology
2012 — 2016
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 | 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 |
| Senior Associate | United States |