Chief Technology Officer
Ken serves as Chief Technology Officer at Realta Wealth, where he maintains primary ownership of all systems and data needs for the various departments at the firm. He also leads the Realta platform development initiative. Ken assists all affiliated financial professionals with their technology needs, helping them maximize the efficiency of their practices and achieve their goals.
Ken joined Realta in 2012 as a part of the Institutional Services team. Early on, he demonstrated his expertise by developing systems for accounting and commissions, and over the years he has proven to be a valuable resource for our financial professionals. In 2015, Ken started his own consultancy focusing on business logic automation. In 2017, he joined Realta’s Accounting department.
Ken earned his Bachelor of Science degree in Accounting from Smeal College of Business at Pennsylvania State University and also holds his FINRA Series 7 and Securities Industry Essentials® (SIE®) licenses.
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