Jim Blue is the President of Alera Group. Previously, Jim served as the CEO of Marsh & McLennan Agency, New England, where he led exponential growth efforts and developed global resources. In his role with Alera Group, Jim focuses on leading revenue growth, integrating new firms within the national culture, and developing and executing strategic initiatives.
Jim is a graduate of Boston College (Finance and Marketing focus) and has his Chartered Life Underwriter (CLU) and Registered Investment Advisor (RIA) designations. He serves on a number of boards and is very active fundraising for numerous community non-for-profits.
Jenny BuresChief Operating Officer, Wealth Services & Retirement Plan Services
Jenny Bures serves as Alera Group’s Chief Operating Officer for its Wealth Services and Retirement Plan Services divisions. In this role, Jenny is focused on the firm’s Investment Advisory operations for wealth and retirement plan services, broker dealer business, and insurance activity, In addition, she is responsible for integrations of firms acquired in wealth services and retirement plan services.
Prior to Alera Group, Jenny served as the Director of Operations at BMO Harris Financial Advisors, and before that, was a VP at JP Morgan Chase. Her experience includes operations, compliance and training on both the investment advisory and broker dealer side.
Education: B.S., Business Management and Marketing, Drake University
Peter Caine serves as Alera Group’s Executive Vice President, Operations. In this role, Peter works closely with the Alera Group senior leaders, practice leaders and future regional leaders on organizational and growth activities within each region.
Prior to joining Alera Group, Peter served as the Chief Operating Officer of Lockton Midwest, where he was responsible for the overall business and performance of their property and casualty, employee benefits and retirement brokerage/consulting firms.
Peter holds a Bachelor of Arts in Political Science from Rhode Island College.
Danielle CapillaVice President of Compliance, Employee Benefits
Danielle is a Vice President and the Director of Compliance for Alera’s Employee Benefits division. She previously served as the Senior Vice President of Compliance and Operations and Chief Compliance Officer at United Benefit Advisors (UBA). Additionally, she served as an Adjunct Professor at DePaul University. She worked as a Senior Writer Analyst at Wolters Kluwer and as a Law Clerk at Clifford Law Offices.
Danielle graduated with a B.A. in Sociology, History, and Business at Tulane University. She earned her JD in Health Law from DePaul University College of Law.
Brian Caracciolo is the Chief Financial Officer of Alera Group. Previously, Brian held the position of Director of Finance at Baxter. Prior to that, he held the position of Chief Accounting Officer at Hub International and was formerly a Senior Manager at PwC, where his clients included a variety of public and private companies in the insurance industry. Brian is a CPA in the state of Illinois.
Brian holds a Masters of Accounting, BBA, which he earned from the University of Texas at Austin.
Bob CiulloVice President, Business Development, Wealth
As a Vice President and the Head of Business Development for Wealth Services, Bob leads the effort to accelerate growth for Alera’s Wealth Services group. Bob has more than 30 years of industry and leadership experience, most recently as Managing Director at DeVoe & Company, where he led consulting engagements on RIA firm growth, incentive compensation structure, RIA valuations and buy- and sell-side engagements. Previously he worked at two multi-billion-dollar RIA firms where he served as Chief Advisory Officer, overseeing teams of client advisors as well as heading up their M&A initiatives. Prior to these roles he held senior roles at Charles Schwab, UBS Wealth Management, Lincoln Financial, AXA Equitable and other leading financial services firms. His areas of expertise include recruitment and development of advisory teams, client sourcing and prospecting, and firm acquisitions.
Bob holds FINRA Series 7, 24, 66, 26 and 63 licenses.
Education: MBA, Leadership concentration, Queens College, Hugh McColl School of Business; B.A., Business Administration and English, Rutgers College
William (Billy) Corrigan is the Chief Operating Officer of Alera Group. Prior to joining the firm, William held the position of Chief Financial Officer for the International Division at Marsh. He was responsible for the financial results of Marsh’s $3B business outside of North America. William also served as Chief Financial Officer of Marsh & McLennan Agency, which, when he joined, was a newly formed company within Marsh to focus on growing U.S. middle market business primarily through acquisitions of independent agencies.
William earned his Bachelor of Arts degree in Business Administration from Caledonian University located in Glasgow. He is also a member of the Chartered Institute of Management Accountants.
Bill DoucetteVice President of Organization Development
Bill Doucette is the Vice President of Organization Development at Alera Group, Inc. He served as the Vice President of Human Resources at NES Rentals Holdings for 15 years. He served as the Vice President of Human Resources at Edward Don & Company, the Director of Human Resources at Redi-Cut Foods, Inc, and as the Director of Human Resources and Equity Partner at Fresh Start Foods Limited Partnership. He currently serves as an adjunct professor at Benedictine University.
Bill graduated with a BSBA in Business Administration – Human Resources from the University of Missouri-Columbia. He has a MSIR in Industrial Relations from Loyola University Chicago and a Ph.D. in Organization Development from Benedictine University.
Mark EnglertExecutive Vice President, Property & Casualty
Mark Englert is an Executive Vice President and the Property & Casualty Practice Leader for Alera Group. In this capacity, Mark is responsible for leading the development of world-class Property & Casualty solutions for Alera Group clients. He works closely with firms across the nation to enhance client experiences, build out new capabilities and coordinate services and resources between firms.
Mark brings over 25 years of insurance industry and related experience to Alera Group, most recently as Managing Director at USI Insurance Services. Prior to that, he was Managing Director and leader of Wells Fargo Insurance Services’ Metro Partnership.
Mark holds both a BBA and MBA from St. John’s University.
Eric EschlimanVice President, Financial Planning & Analysis
Eric Eschliman is the Vice President of FP&A at Alera Group. Prior to joining Alera, Eric was an investment banking Associate at Robert W. Baird in the Technology & Business Services Group. At Baird, Eric provided analytical support and insight on mergers and acquisitions, equity offerings and other financial advisory services. Prior to Baird, Eric was in the Industrials Group at Brown Gibbons Lang.
Eric graduated from Miami University where he received his Bachelor of Science in Finance.
Tina HohmanExecutive Vice President, Wealth Services
Tina Hohman, Executive Vice President, is Alera Group’s National Practice Leader for Wealth Services, which includes services offered through investments, financial planning and individual insurance. She oversees both the operational platform and the practice’s expansion through organic growth and acquisitions.
Tina brings more than 25 years of experience helping advisors thrive. Her broad-based experience across client service, operations, compliance, marketing and communications gives her an edge when building and growing best-in-class platforms. Tina’s philosophy is that only a highly integrated approach can give advisors what they need to reach and retain clients—and that communication is the key to success.
Education: B.A., International Business and Spanish, Illinois State University
As a Vice President and the Director of Business Development, Matt is a critical part of Alera Group’s continued growth. Matt brings more than 15 years of insurance experience to Alera Group and has been nationally recognized as being one of the “Rising Stars in Advising” by Employee Benefit Advisor Magazine. Matt was the former Vice President of Business Development at United Benefit Advisors (UBA) where he worked with the leadership of insurance agencies across the country as a strategic industry consultant. In 2016, Matt joined LHD Benefit Advisors in Indianapolis, Indiana, where he helped CFOs, CEOs and human capital executives navigate the complexities of their employee benefits program.
Matt attended Taylor University in Indiana and graduated with a degree in Biblical Studies.
Adam LeberChief Compliance Officer, Wealth Services & Retirement Plan Services
Adam serves as the Chief Compliance Officer for Alera’s financial services divisions, Alera Wealth Services and Retirement Plan Services. He is responsible for building and maintaining the compliance program, including updating and maintaining policies and procedures, assessing risk, and advising the firm on governance and regulatory matters.
Adam has over 15 years of experience in the financial services industry. Before joining Alera Group, Adam was the Chief Compliance Officer and Director of Operations at GCG Financial, an Alera Group Company. Prior to GCG, Adam was the Director of Central Wealth Compliance at BMO Harris where he led a multi-jurisdictional Wealth Management and Asset Management compliance department.
Education: Master of Legal Studies, Washington University in St. Louis School of Law; B.S. Management, National Louis University
Investment 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 are not affiliated with Triad Advisors, LLC.
Alan J. Levitz is the Chief Executive Officer of Alera Group and has more than 30 years of experience in the insurance and financial services industry. He most recently served as chief executive officer of GCG Financial, Inc., providing visionary and strategic leadership to the firm. Under his leadership, GCG Financial, Inc. grew into a multi-dimensional insurance and financial services company providing benefits, property and casualty, risk management, and wealth management products and services to thousands of individuals, families, and businesses.
Alan earned his Bachelor of Science degree in Business Administration from the University of Northern Colorado and has since earned several industry designations, including Certified Financial Planner™ professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Alan has been published in many industry journals on topics ranging from management issues to retirement planning and has been called on to serve on advisory boards for several financial services product providers.
Richard LevitzPractice Leader, Retirement Plan Services
As the national Practice Leader for Alera Group’s Retirement Plan Services division, Rick is responsible for wealth management services offered throughout Alera Group, including individual insurance, investment and financial planning. Rick’s areas of focus include life insurance, estate planning, business succession and executive compensation strategies. In addition, Rick continues to work directly with clients focusing on complex planning needs for high net worth individuals.
Education: BSBA in Finance from the University of Denver; Magna cum laude, University of Illinois College of Law
Robert J. Lieblein is the Chief Development Officer for Alera Group. With more than 25 years of experience in the insurance industry, Robert has been involved in more than 150 M&A transactions throughout his career. Most recently, Robert served as executive vice president on the Mergers & Acquisitions team for Marsh, Berry & Co., Inc. He was responsible for a wide variety of activities relating to deal execution on the buy side and sell side of M&A transactions. He is an expert in acquisition analysis, transaction valuation and structuring, acquisition strategy, due diligence, negotiations, and post-acquisition consulting.
Robert earned his Bachelor of Science degree in Accounting, Mathematics, and Computer Science from Shippensburg University. He is also a Certified Public Accountant and maintains his Series 62, 79, and 63 FINRA Registrations.
Peter Marathas serves as the Chief Legal Counsel to Alera Group. Peter is one of the nation’s leading employee benefits and executive compensation lawyers with close to 25 years of experience in the industry. He has earned a solid national reputation as being among a short list of employee benefits attorneys who can guide his clients through complex federal and state benefits, compensation laws and tax, securities, ERISA, and corporate governance issues.
Peter earned a Bachelor of Arts degree and Master of Arts degree from Bradley University. He also graduated magna cum laude from University of Illinois with his Juris Doctor degree. Peter is a prolific author, writer, and active speaker on all employee benefits matters. He is licensed in Massachusetts, Illinois, and Florida.
Debra Martinez serves as the Chief HR Officer of Alera Group. In this role, Martinez leads the strategic direction of all aspects of talent management, including training and development, diversity & inclusion, employee compensation, benefits and retention and M&A integration efforts. Her expertise lies in aligning HR processes and programs with ongoing business goals, along with developing effective recruiting, development and retention programs.
Martinez holds a Master’s in Public Administration from Roosevelt University and Bachelor of Arts from Chicago State University. She is based out of Houston, Texas.
John MollicaChief Information and Innovation Officer
John Mollica serves as the Chief Information and Innovation Officer at Alera Group, overseeing the vision, strategy and operations for the firm’s technology across the United States. Mollica is an accomplished industry executive with over 20 years of experience in Financial Services. Before joining Alera Group, he held senior management and product roles in insurtech. He has also previously held senior finance and transformation roles at Citigroup, AXA XL, and Marsh & McLennan.
Mollica graduated with a Bachelor of Science degree in Management, Operations and Strategic Management from Boston College.
Latischa Petty is Alera Group’s Vice President of Total Rewards. In this role, she helps to shape Alera Group’s national total rewards strategy, including benefits, compensation and recognition programs. Latischa joined Alera Group from Indorama, where she served as Manager of Shared Services. Prior to that, Latischa worked as the Director of Total Rewards, Benefits and Compensation at Nexeo Solutions.
Latischa holds a Bachelor of Business Administration from Sam Houston State University. She is based out of Houston, Texas.
Sally Prather is an Executive Vice President and the Employee Benefits Practice Leader for Alera Group. In this role, Sally focuses on the continued development of Alera Group’s employee benefits practice, including platform expansion and resource coordination. She works with firms across the country to strengthen the Alera Group value proposition through unparalleled benefits resources and strategy.
Sally has more than 25 years of industry experience. Prior to joining Alera Group, Sally served as Vice President, Paychex Insurance Agency. Before that, she was the Head of Employee Benefits Business at Marsh & McLennan Agency.
Sally graduated from Marietta College with a Bachelor’s degree in Human Resources Management.
Tina Santelli, CBC, CBDSVice President, Voluntary Benefits and Enrollment Solutions
Tina Santelli serves as Vice President, Voluntary Benefits and Enrollment Solutions for Alera Group. Tina is responsible for leading key top-tier partnerships at Alera Group, strategically developing relationships with preferred carriers. She maintains and strengthens existing carrier relationships, as well as identifying new strategic partnerships that will benefit Alera Group’s clients across the country.
Tina’s previous experience includes serving as Vice President, Carrier Partner Managment for Alera Group. Prior to that, she served as Vice President of Specialty Benefits with GCG Financial, where she provided clients with ancillary solutions. Before her time with GCG, she worked with Unum for 13 years on the sales and service side.
Tina attended Harrington Institute of Design in Illinois and graduated with a degree in Interior Design.
Kathy Seabold serves as Alera Group’s Senior Vice President of Marketing, where she plays a critical role in supporting continued acquisitions and organic growth by forging collaborative partnerships with the sales organization, practice leadership and the many subject matter experts across the organization. Responsible for corporate brand management and development of marketing strategies that drive growth and enhance the client experience, Kathy oversees all organizational communications, digital marketing, public relations and creative services teams.
Kathy holds an MBA in International Marketing from DePaul University and a Bachelor of Arts in Political Science from Northern Illinois University.
Robert served as the Director of Information Technology at GCG Financial. Prior to that, he was the founder of 365 IT Support, Inc. / Svenson Consulting, which focused on providing small businesses the power and professionalism of a much larger company’s IT Department.
Robert graduated with an Associate’s degree from Harper College, and a degree in Information Technology from Northern Illinois University.
Brian SweeneyVice President, Mergers & Acquisitions
Brian Sweeny brings over 20 years of experience to the Alera Group team. He started as a Financial Analyst at Stanley Black & Decker, Inc before becoming the CFO for SIG for 18 years. During that time, he was a winner of the 2016 Executive Management Awards by Baltimore SmartCEO. When SIG joined Alera Group, Brian became the Director of Business Development. He switched roles a year later to become Vice President and the Director of Mergers and Acquisitions.
Brian graduated from the University of Maryland College Park with a Bachelor’s degree in Finance, General.
Jim Wochele is an accomplished consultant, sales manager and keynote speaker who has provided proven activity-based and process-driven selling strategies to agencies and brokers throughout the U.S. and Canada. Prior to joining Alera Group, Jim spent nine years at MarshBerry, moving from Sales Management Consultant to Vice President of Consulting.