About
Naam J. Bailey is a Senior Associate, Wealth Management at Choreo in Reno, Nevada, supporting advisory teams in both Reno and Orinda, California. With over 30 years of experience in investment services, Naam is responsible for assisting clients with comprehensive wealth management strategies, including investment planning, asset allocation, and retirement solutions.
Naam's career includes recent roles as Senior Associate at Choreo Advisors and as Client Relations Director at Enso Wealth Management, bringing extensive client service and advisory experience across financial planning and investment management. At Choreo, Naam focuses on serving high-net-worth individuals and families, with particular expertise in multi-asset portfolios that span equities, fixed income, and retirement accounts, working closely with both individual investors and team-based advisory groups.
While no formal educational background is publicly disclosed, Naam Bailey is recognized for a deep proficiency developed over decades in the wealth management industry. They have made significant contributions through their client-centered approach and their ability to tailor investment strategies to help clients reach long-term financial goals, especially in the personal wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | Jan 2023 to Present | — |
| Choreo Advisors | Senior Associate | Jan 2023 to Present | — |
| Enso Wealth Manegment | Client Relations Director | Jan 2020 to Jan 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 | 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 |