Realta Wealth appoints COO
People - JUNE 3, 2024

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Realta Wealth appoints COO

by Released

Realta Wealth, an exclusive independent wealth management firm, today announced the appointment of John Barragan as COO. Reporting directly to CEO Kevin Keefe, Barragan will provide strategic direction and oversight for all operating, service and technology elements of the firm's offerings for financial advisers and their clients.

"It's an exciting time at Realta as we continue to enhance our offerings to advisers at a time of rapid evolution in our industry," Keefe said. "John's hands-on change-management experience across the broker-dealer and RIA space makes him a terrific addition to our leadership team. He has a solid reputation and is recognized for developing and executing effective business strategies while always keeping adviser and end-client needs top-of-mind."

Barragan will work with Realta's executive team to lead major transformational initiatives at the firm while maintaining a bespoke service and support experience for the firm's affiliated advisers.

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