ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC of DEERFIELD, IL is an SEC-registered investment adviser (CRD 287906). Regulatory assets under management: $5.3B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (13)

NameRoleLocation
Michael John MossPRESIDENT OF WEALTH SERVICES
Lyndsay Rachel KimCHIEF COMPLIANCE OFFICER
Holly KnightPRESIDENT OF RETIREMENT PLAN SERVICES; RETIREMENT PLAN SERVICES PRACTICE LEADER
Jennifer Ann BuresCHIEF OPERATING OFFICER
Christian MangoPRESIDENT OF RETIREMENT PLAN SERVICES
LEVITZ RICHARD SCOTTCHIEF EXECUTIVE OFFICER
BOMMARITO KRISTA LYNCHIEF COMPLIANCE OFFICER
BURES JENNIFER ANNCHIEF OPERATING OFFICER
LEBER ADAM RCHIEF COMPLIANCE OFFICER; PRESIDENT
MOSS MICHAEL JOHNPRESIDENT OF AIA WEALTH SERVICES
HOHMAN TINA MARIEPRESIDENT; VICE PRESIDENT
MANGO CHRISTIANPRESIDENT OF AIA RETIREMENT PLANNING SERVICES; VICE PRESIDENT
KIM LYNDSAY RACHELCHIEF COMPLIANCE OFFICER

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