Realta Wealth Taps John Barragan As New COO

Delaware-Based Firm Hires Former Kestra And Goldman Exec To Drive New Initiatives
John Barragan, COO, and Kevin Keefe, CEO, Realta Wealth
John Barragan, COO, and Kevin Keefe, CEO, Realta Wealth
Janeesa Hollingshead, Contributing Editor, Wealth Solutions Report
Janeesa Hollingshead, Contributing Editor, Wealth Solutions Report

Realta Wealth, the Delaware-based independent wealth management firm, announced the appointment of John Barragan as Chief Operating Officer. Reporting to CEO Kevin Keefe, Barragan will provide strategic direction and oversight for all operating, service and technology elements of the firm’s offerings for financial advisors and their clients.

Keefe said, “John’s hands-on change-management experience across the broker-dealer and RIA space makes him a terrific addition to our leadership team. He has a solid reputation and is recognized for developing and executing effective business strategies while always keeping advisor and end-client needs top-of-mind.”

Barragan is tasked to lead major initiatives at the firm while maintaining tailored service and support for the firm’s affiliated advisors. He will also help drive the development and execution of key initiatives designed to attract accomplished advisors to the firm.

Barragan comes to Realta from Kestra Investment Management, where he was the Chief Operating & Compliance Officer. Before Kestra, he was leader of the Personal Financial Management shared operations team at Goldman Sachs and spent several years at Cetera Financial Group as Senior Vice President and Head of Strategic Operations.

Barragan will help drive the development and execution of key initiatives designed to attract accomplished advisors to the firm.

“At a time when many of the larger enterprises in our industry are losing their cultures and diverting their attention away from quality service as they focus on building scale, it’s refreshing to join a firm like Realta that has an unwavering commitment to providing a high-touch experience,” said Barragan.

Realta continues to expand its executive leadership team after its rebranding from CoastalOne earlier this year. Barragan joins Tim Bowman who was brought on as Chief Financial Officer in March.

Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.

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