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

Timothy Bowman, CPA

Chief Financial Officer

Joseph Cook

Chief Revenue Officer

Ken Fischer

Chief Technology Officer

Julie Houck

Head of Human Resources

Liz Legacy

Chief Compliance Officer

Timothy E. Snodgrass, J.D., LLM

EVP Business Development

Barb Trimbur

Head of Operations

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

Michael Zebrowski

Advisory Board

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