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Naam Bailey

Naam Bailey

Senior Associate at Choreo, LLC

Reno, NV , United States

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

OrganizationRoleDate RangeDetails
ChoreoSenior AssociateJan 2023 to Present
Choreo AdvisorsSenior AssociateJan 2023 to Present
Enso Wealth ManegmentClient Relations DirectorJan 2020 to Jan 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
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
Ashley Fowler
Ashley Fowler
Senior AssociateUnited States
Showing 1-10 of 16 team members