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FUNDRAISING NEWS | October 15, 2024

Alera Group Appoints CEO of RIA Affiliate as Wealth Services Head

Tags: Personnel, RIA Moves

Independent RIA Alera Group has named the CEO of an acquired affiliate RIA as president of its wealth services division. 

According to the firm’s October 10 Form ADV filing, Michael Moss took on the executive role in September. Moss previously headed Virginia Beach, VA-based The Ascent Group, which Alera incorporated into its wealth services RIA and retirement plan services in January 2023. 

Moss’ career in the financial services industry spans over a decade. Prior to co-founding Ascent in 2021, Moss held several positions in Ameritas, including as director and then vice president for wealth management services. 

Source: https://adviserinfo.sec.gov/firm/summary/287906

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