The Realta Wealth Executive Team brings more than 150 years of combined experience to their roles. All of our leaders leverage their extensive industry expertise to ensure Realta operates with the highest standards of integrity, transparency and accountability as we support independent financial advisors in building their businesses and serving their clients.
Individually, each works diligently to ensure Realta remains worthy of the trust financial advisors place in us. Together, they comprise a seasoned team with a singular focus: elevating the advisor experience for every affiliate who calls Realta Wealth home.
Chief Executive Officer
Chief Product Officer
Chief Financial Officer
Chief Revenue Officer
Head of Advisor Relations
Chief Technology Officer
Chief Operating Officer
Head of Human Resources
Chief Compliance Officer
EVP Business Development
Director of Business Development
Head of Operations
The Realta Wealth Advisory Board includes seasoned financial services industry veterans who provide the firm’s leadership team with objective insights, expert analysis, informed counsel and relevant support regarding the firm’s strategic direction.
Chairman
Advisory Board
Advisory Board
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