Greater Philadelphia Area

    About Us

    In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.

    There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.

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    Grow with our team!

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    Meet Our Team

    People you can count on. People you can trust.

    Rose Cordaro

    Manager of Client Services & Claims
    Rose Cordaro

    Rose Cordaro is the Manager of Client Services & Claims. She has more than 25 years of experience in the insurance and financial services business in underwriting, policyowner service, investment reporting, group benefits and claims management. Rose has been with the firm since 1998 dating back to its days as Lee & Associates.

    Rose is responsible for post issue client service work with our clients, insurance carriers and investment companies. Rose has worked in the New Business and Group Insurance areas within our firm. Her superb problem solving and depth of experience are great assets to our Firm and our Clients.

    Rules to live by?  Be thankful for what you have and live for what you love

    Favorite place to visit?  Scottsdale, AZ

    Most interesting place you have been?  Tokyo, Japan

    What is something that’s on your bucket list?  Travel to Greece and see Niagara Falls

    Best advice you’ve ever received?  You are never too old to try something new

    Martin Coyle

    Sr. Human Resources Consultant
    Martin Coyle

    Martin Coyle brings more than 20 years of successful experience as a Human Resources practitioner to the Alera Group. He is focused on ensuring culture, talent and the Human Resources function create a competitive advantage for our clients.

    Martin has a master's degree in Organizational Dynamics form the University of Pennsylvania and a B.S. degree in Economics from Penn State. He has significant experience in all HR functional areas, including two roles as the CHRO. His experience spans multiple industries - with significant experience in pharmaceuticals and technology - and has lead HR functions in large, global organizations, and privately held startups. He has also played a significant role in successfully leading organizations through mergers and acquisitions.

    If you were stranded on an island and could only bring one item, what would you bring? My Guitar

    Favorite movie? The Bad News Bears

    Most interesting place you have been? Guaruja, Brazil

    Favorite movie quote? “In Philadelphia, it’s worth 50 bucks” Trading Places

    Leighona Curry

    Benefit Manager
    Leighona Curry

    Leighona is the Benefits Manager, as such she manages a small team of Benefits Analysts. She is responsible for developing and implementing training programs. She acts as a liaison for clients in all aspects of their benefits programs, including but not limited to responding to benefit inquires, assisting with claims, eligibility and enrollments, open enrollment and renewals. She also acts as the HRIS/Benefits database expert.

    Rules to live by? Treat people with dignity and respect. Do not judge others for any reason. Be thankful for every day; someone else was not so fortunate.

    Favorite place to visit? Knoebels Campground and Amusement Park, Elysburg, PA

    Favorite movie? Wizard of Oz

    Weirdest thing you have ever eaten? Conch

    Favorite movie quote? “You can’t handle the truth”

    Resources

    Success Stories (downloads)

    Captive Refesability Study for Fortune 500 Company
    THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...

    Enhancing a Healthcare Captive

    THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...

    Quarry Faces Environmental Liability Query

    THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....

    Too Big to Protect? 

    An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...

    Complicated Commercial Real Estate Portfolio 

    An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...

    Persistence Secures an Infant’s Life Sustaining Treatment

    An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...

    Start Up Benefits for a Start Up Company

    Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...

    Experts In Detail

    An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...

    Life Saving Diligence

    THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...

     

    Big Brothers Big Sisters Independence Region

    For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.

    Big Brothers Big Sisters Independence Region

    Buck County Children’s Advocacy Center

    The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.

    With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.

    The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.

    Buck County Children’s Advocacy Center

    Eluna Network

    The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.

    Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.

    Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.


     

    Eluna Network

    Alfred I. du Pont Hospital / Nemours Foundation

    A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.

    Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.

    New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
     

    Alfred I. du Pont Hospital / Nemours Foundation

    Manna

    Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.

    Manna

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.

    April 11, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Balancing Cost and Care: Could a Captive solution be the right fit for you?

    In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

    April 17, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Q2 2025 Quarterly Compliance Webinar

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    May 6, 2025 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Benchmarking’s Role in Voluntary Benefits Program Design

    Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.

    March 31, 2025

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    Employee Benefits

    HIPAA Webinar: Required Training and Valuable Refresher

    Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.

    March 27, 2025

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    Employee Benefits

    Getting the Most From Your Voluntary Benefit Offerings

    Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."

    March 6, 2025

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    Employee Benefits

    Building Connections To Support Employee Mental Health

    Mental Health Awareness Month begins in May, but to emphasize mental wellbeing as a year-round priority, Alera Group is getting an early start on distributing our new Mental Health Awareness Toolkit. Designed and refined by our Wellbeing team, the Toolkit is an employer resource to help you and your employees adopt healthy activities, build social connections and erode stigmas that have long hampered discussion of mental health.

    March 4, 2025

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