Family Office

Alera Group Wealth Services

Alera Group Wealth Services is the wealth management arm of the Alera Group, a 2017-founded insurance and financial services firm based in Deerfield, Illinois.CIO BJ Webster leads the firm's investment approach. Before joining in 2022, Webster was the CIO at Wharton Business Group.As of December 31, 2024, the firm has …

Assets Under Management

$1B-$10B

Headquarters

Deerfield, Illinois

Website

wealthservices.aleragroup.com

Decision-makers

Bj Webster

Chief Investment Officer & National Investment Committee Chair

Thomas Wagner

Investment Committee Member

Gigi Verrey

Investment Committee Member

Richard S. Levitz

Operational Partner & Investment Committee Member

Members only

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