Kevin M. Keefe, CFA

Wealth management industry veteran Kevin Keefe serves as CEO of Realta Wealth. In this role, he is responsible for overseeing Realta Wealth’s home office staff as well as developing and executing the firm’s growth strategy, including enhancing its platform, services and offerings for the firm’s affiliated financial advisors.

Throughout his 30 years-plus career in wealth management, Kevin has demonstrated a proven ability to strategically reposition businesses to drive growth, increase efficiencies and deliver improved stakeholder value. Prior to joining Realta Wealth in 2023, he held a number of executive leadership roles including President and CEO of Cetera subsidiary First Allied Securities, an independent broker-dealer and RIA supporting 700 affiliated financial advisors, where he accelerated growth and led the firm through an integration into a larger network of broker-dealers.

Prior to that, Kevin was Executive Vice President and CEO of Corporate RIA at Advisor Group (now Osaic), where he provided strategic support for network-wide initiatives and was responsible for investment advisory, product, platform, retirement plan and investment research/due diligence functions for the network’s 6,000 independent financial advisors. Kevin was also a Senior Vice President at LPL Financial and oversaw the development, implementation and ongoing management of platforms and services at the largest independent broker-dealer in US. He served as a Senior Vice President at BISYS and a Director of Product Development Fidelity Investments after beginning his financial services career at Pioneer Investments.

Kevin earned his Bachelor’s degree in Business Administration from the Sawyer Business School at Suffolk University, with a concentration in Finance. He also holds his CFA (Chartered Financial Analyst certification) as well as Series 6, 7, 24, 63, and 66 FINRA licenses.