ALERA INVESTMENT ADVISORS, LLC of DEERFIELD, IL is an SEC-registered investment adviser (CRD 287906). Regulatory assets under management: $5.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael John Moss | PRESIDENT OF WEALTH SERVICES | — |
| Lyndsay Rachel Kim | CHIEF COMPLIANCE OFFICER | — |
| Holly Knight | PRESIDENT OF RETIREMENT PLAN SERVICES; RETIREMENT PLAN SERVICES PRACTICE LEADER | — |
| Jennifer Ann Bures | CHIEF OPERATING OFFICER | — |
| Christian Mango | PRESIDENT OF RETIREMENT PLAN SERVICES | — |
| LEVITZ RICHARD SCOTT | CHIEF EXECUTIVE OFFICER | — |
| BOMMARITO KRISTA LYN | CHIEF COMPLIANCE OFFICER | — |
| BURES JENNIFER ANN | CHIEF OPERATING OFFICER | — |
| LEBER ADAM R | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MOSS MICHAEL JOHN | PRESIDENT OF AIA WEALTH SERVICES | — |
| HOHMAN TINA MARIE | PRESIDENT; VICE PRESIDENT | — |
| MANGO CHRISTIAN | PRESIDENT OF AIA RETIREMENT PLANNING SERVICES; VICE PRESIDENT | — |
| KIM LYNDSAY RACHEL | CHIEF COMPLIANCE OFFICER | — |
Showing 15 of 49 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SCOTTSDALE | AZ | 4 | 4806630110 |
| ROCHESTER | NY | 4 | 585.434.0646 |
| ROCHESTER | NY | 4 | 585.434.0646 |
| SCOTTSDALE | AZ | 4 | 4806630110 |
| DOWNERS GROVE | IL | 3 | (847) 457-3000 |
| TACOMA | WA | 3 | 253-272-2711 |
| WEST CHESTER | PA | 3 | (610) 344-9300 |
| VIRGINIA BEACH | VA | 3 | 757-499-8300 |
| VIRGINIA BEACH | VA | 3 | 757-499-8300 |
| WEST CHESTER | PA | 3 | (610) 344-9300 |
| TACOMA | WA | 3 | 253-272-2711 |
| DOWNERS GROVE | IL | 3 | (847) 457-3000 |
| CHICAGO | IL | 3 | (847) 457-3000 |
| PORTLAND | OR | 2 | 503-226-2171 |
| PORTLAND | OR | 2 | 503-226-2171 |