Michael O’Connor

Mike serves as Realta Wealth’s Chief Financial Officer and is responsible for the management and execution of the finance department’s activities, specifically accounting and commissions. His primary objective is to provide the Realta team with dynamic and effective financial reporting and promote an environment that regulatory compliance.

Mike has worked in accounting and financial reporting for 15 years. Prior to joining Realta, he served as VP and Controller at Cadaret, Grant & Co. in Syracuse, NY. Additionally, he spent 10 years in various roles for public accounting CPA firms, specializing in firms within the financial services space. He has a Bachelor of Science degree in accounting from St. John Fisher College in Rochester, NY.

Mike is a Certified Public Accountant (CPA) in the State of New York, holds a FINRA Series 27 license and is the designated FINOP (Financial Operations Principal) for Realta Wealth.