Realta Wealth Appoints Tim Bowman As Chief Financial Officer

Finance And Accounting Veteran Joins C-Suite Of Recently Rebranded IBD And RIA
Tim Bowman, CFO, Realta Wealth
Tim Bowman, CFO, Realta Wealth

Realta Wealth, the independent wealth management firm that until recently was known as CoastalOne, announced the appointment of Tim Bowman as Chief Financial Officer. According to a firm press release, Bowman will report to Realta Wealth CEO Kevin Keefe and was brought on to help the firm’s executive team deliver on its growth vision and strategy.

“Tim has a stellar track record of helping financial services firms achieve outsized growth, and doing so with fiscally sound approaches,” Keefe said. “With more than 30 years of experience, he understands how to deliver results in a complex and dynamic environment to create value for advisors and their clients.”

Kevin M. Keefe, CEO, Realta Wealth
Kevin M. Keefe, CEO, Realta Wealth

With over three decades of experience, Bowman will oversee all of Realta’s financial operations, including accounting, FP&A, commissions and financial reporting. He will also sit on the firm’s Executive Committee, where he will participate in strategic decision-making for the firm.

Before Realta, Bowman was CFO of Prime Trust. His previous roles include SVP of Finance at Cetera Financial Group, Head of Financial Planning and Analysis at KCG Holdings and CFO at Arxis Capital Group.

Bowman said, “I’m excited to bring my experience to Realta as the firm embarks on its next phase with new leadership, brand and value proposition. Realta has the energy and drive of a startup, with the foundational stability and executive suite of a well-established firm. I’m looking forward to using my experience to help Kevin and the Realta organization execute our vision and growth strategy.”

Realta Wealth is an independent broker-dealer and RIA platform that rebranded from CoastalOne at the start of 2024. At the time, the firm said the name Realta was inspired by the Celtic word for star and aligns with the firm’s mission to empower advisor success and enhance client outcomes.

Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

Total
0
Shares
Related Posts

Sign Up for Our Newsletters

Sign Up for Our Newsletters