Realta Wealth, an exclusive independent wealth management firm, announced the appointment of Tim Bowman as CFO to help the firm's executive team deliver on its growth vision and strategy.
Bowman will help develop and execute Realta’s growth vision and strategy. He will oversee the firm’s financial operations, including alternative investment offerings, and play a key role in shaping strategic decision-making as part of Realta’s executive committee. Bowman will report to Realta CEO Kevin Keefe.
"Tim has a stellar track record of helping financial services firms achieve outsized growth, and doing so with fiscally sound approaches," said Keefe. "With more than 30 years of experience, he understands how to deliver results in a complex and dynamic environment to create value for advisers and their clients."
Bowman joins Realta from Prime Trust, where he was CFO for the financial infrastructure platform. His previous roles include senior vice president of financ