The Realta Team

Executive Team

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.

Kevin Keefe, CFA

Chief Executive Officer

Yanni V. Bousnakis, CFA

Chief Product Officer

Michael O’Connor, CPA

Chief Financial Officer

Matthew D. Rakerd

Chief Growth Officer

Aileen DeFroda

Chief Supervision Officer & AML Officer

Barrett Schultz

Chief Compliance Officer

Joseph Cook

Chief Revenue Officer

Julie Houck

Head of Human Resources

Barb Trimbur

Head of Operations

Ken Fischer

Chief Technical Officer

Advisory Board

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.

Larry roth

Chairman

Joseph Kuo

Advisory Board

Mike Zebrowski

Advisory Board

Strategic Advisory Council

We know it is vital that our financial advisors have a real voice in the running of our business. They are our business. Realta Wealth’s Strategic Advisory Council consists of eleven passionate independent financial professionals committed to providing our leaders with honest, front-line feedback on the topics that matter most to all affiliated advisors and their staff.

Vincent K. Annable

B. Kyle Cowand

Andrew Dietz

Christopher Frattini

Todd Gottel

Vineet Goyal

Steven Horn

Rob Marsh

Carmen Morrone

Jim Shenk

Sean Somerville

Matthew Rakerd

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