Long-term relationships with our clients are the cornerstone of our business. Whether you are an individual, a family, a small business, a large corporation or non-profit organization, our team will work hard to help you achieve your vision for a bright, prosperous future.
Every client’s needs are unique. Our collective experience, education and attention to detail enable us to design targeted, successful solutions. You will not find a more dedicated team anywhere because we understand the positive impact we have on people’s lives, families and businesses.
Marcus Newman is a Vice President of GCG with a focus on serving privately held businesses. He is responsible for the health insurance of more than 300 privately held businesses across the country. Marcus provides knowledge and objective guidance with respect to group insurance benefits of all kinds, key person arrangements, and business succession plans.
Marcus spent several years working with teenagers as a social worker, prior to joining the firm in 1997. Upon joining GCG Financial, Marcus quickly built an extensive employee benefits practice, developed considerable expertise and established himself as a champion of client service.
He is the youngest GCG advisor ever elected to the Executive Board of the Chicago Chapter of the National Association of Insurance and Financial Advisors. Marcus is on the National speaker’s circuit providing content on Health Care Reform and how the new laws affect businesses.
Marcus is also the Founder and President of Array Education, Inc., an organization committed to the prevention of teenage substance abuse and addiction through a wide variety of programs that help young people make responsible, informed decisions about drugs and alcohol.
Marcus is a graduate of Northeastern Illinois University, having received his B.A. in 1995, where he studied Philosophy.
A fourth-generation insurance broker, Teddy joined GCG as a Risk Advisor and Producer in 2012 after four years as a client manager and client executive at Marsh & McLennan in New York and San Francisco.
Teddy works with organizations that use sports, mentoring and cultural enrichment to empower underserved high school students to realize their full academic, athletic and personal potential throughout high school and college.
Teddy lives in Chicago, Illinois and enjoys playing squash and golf. He has a B.A. in Political Science from the University of Wisconsin-Madison.
Richard S. Levitz
Rick joined GCG Financial, LLC in 1992 after spending four years at the law firm of Kirkland & Ellis. Rick is the Managing Partner of GCG, responsible for overseeing the firm’s entire operations. In addition, as President of Wealth Management, Rick is also responsible for the services provided to GCG’s Individual Insurance, Investment, and Financial Planning clients. Rick’s substantive areas of knowledge include insurance, financial and estate planning, business succession, and executive compensation strategies.
Rick lives in Highland Park, Illinois with his wife and three children. He is involved with the Society of Financial Services Professionals, National Association of Insurance and Financial Advisors, Financial Planning Association, and the Association for Advanced Life Underwriters.
Education: B.S., Business Administration, University of Denver, 1985; University of Illinois College of Law, Magna Cum Laude, 1988.
Credentials: Member FINRA/SIPC, A Registered Investment Advisor, Certified Financial Planner™professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), Series 6, 7, 24, 63 and 65 registrations.
Securities offered through Triad Advisors LLC., Member FINRA/SIPC. Advisory Services offered through Alera Investment Advisors, LLC. Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors LLC.