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.

Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. and Alera Investment Advisors, LLC (collectively “Alera”) are not affiliated with Triad Advisors, LLC. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck