Alera Group Hires Jenny Bures as COO of Wealth Management Services and Pension Divisions
Deerfield, Ill, October 28, 2021 – Alera Group, Inc. today announced that it has hired Jenny Bures as COO for its Wealth Management Services and Pension Services divisions. In this newly created role, Bures will focus on investment advisory and brokerage operations, as well as individual insurance, helping to improve the customer experience. She will also be responsible for the transitions and integrations of acquisitions for the two business units.
“I am delighted to welcome Jenny to the team,” said Tina Hohman, Executive Vice President of Alera Group and Head of National Practice for Alera Wealth Services. “His focused expertise in wealth management with a range of operations, compliance and training will be a huge asset in supporting our future growth. And with first-hand knowledge of the advising experience, she brings a perspective of unique value that will help us ensure cultural alignment. as we pursue our acquisition goals. “
Bures joins the Alera group with over 15 years of experience in the industry. Most recently, she was COO at BMO Harris Financial Advisors, where she led a team of 20 operations associates. In her previous role at BMO, she focused on regulatory compliance and oversight of advisory and brokerage transactions. His experience encompasses both management and customer contact roles in the areas of risk assessment, training and customer service, in addition to operations and compliance.
The addition of a COO to the Wealth Management and Retirement Services team is another indication of plans to significantly expand these two divisions through acquisitions. Earlier this year, Alera Wealth Services announced a brand update in conjunction with its growth strategy. Originally launched in 2017 under the name Alera Wealth Management, this division of the Alera Group has changed its name to better express the wide range of wealth expertise – such as life and health insurance – offered, and to encompass future growth of these capabilities expected by future consulting teams.
About Alera Heritage Services
Alera Wealth Services, a division of the Alera Group, is dedicated to improving the financial security of clients through a holistic range of services to meet the financial planning, investment and wealth management needs of individuals and families. .
About Alera Pension Plan Services
Alera Retirement Plan Services, a division of the Alera Group, helps companies design retirement plans, including 401 (k) s, 403 (b) s and incentive plans, that support their recruitment and retention goals. talent, and help existing employees build the resources they need to retire.
About the Alera Group
Alera Group is a national independent insurance and wealth management company with annual sales of over $ 900 million. By working collaboratively across specialties and geographies, the Alera Group team of more than 3,000 professionals in more than 120 offices provide creative and competitive services that help ensure a client’s business and personal success. For more information visit www.aleragroup.com or follow us on LinkedIn.