Rick Levitz

Managing Director, Midwest Region
Photo of Rick Levitz

Rick Levitz has held several senior leadership roles within Alera Group, including serving as a managing partner for the past six years. In his role as Managing Director, Midwest Region, he provides leadership to 13 Alera Group offices comprising about 600 employees. In addition to overseeing the region’s overall performance and growth, his responsibilities include setting strategic initiatives for the region, relationship management with managing partners, directing key producers and staff, and providing input on talent acquisition and retention.

Rick is a graduate of the University of Denver, where he earned his bachelor’s degree in business administration, and the University of Illinois College of Law, from which he graduated magna cum laude. A Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), Rick is passionate about supporting organizations that help teens with financial assistance for higher education.

 

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.