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Realta Wealth Hires Tim Bowman as Chief Financial Officer

Realta Wealth Hires Tim Bowman as Chief Financial Officer. Adviser, Broker, Broker-Dealer, Financial Services, Investment Adviser, LPL Financial, RIA, Registered Investment Adviser, Realta Wealth, CFO, Chief Financial Officer, Wealth Management

Realta Wealth, an independent wealth management firm, has hired industry veteran Tim Bowman, CPA, as chief financial officer to help the firm’s executive team deliver on its growth vision and strategy.

In his new position, Bowman will oversee all of Realta’s financial operations, including accounting, financial planning and analysis, commissions, and financial reporting. As a member of the firm’s executive committee, he will also play a key role in shaping strategic decision-making for the firm.

Bowman will report to Realta Wealth CEO, Kevin Keefe.

“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.”

Bowman joins Realta from Prime Trust, where he was CFO for the financial infrastructure platform. His previous roles include senior vice president of finance at Cetera Finance 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 start-up, 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.”

Bowman is a certified public accountant and holds multiple FINRA licenses, including Series 4, 7, 24, 27, and 63.

The hiring of Bowman follows closely on Realta’s rebrand early this year, as previously reported by The DI Wire.

Realta Wealth, located in Wilmington, Delaware, is an independent broker-dealer and RIA platform for financial professionals. Realta is comprised of Coastal Equities Inc., a FINRA registered independent broker-dealer, and Coastal Investment Advisors Inc., an SEC registered investment advisor.

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