Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe. Bowman will be responsible for all of Realta’s financial operations, including accounting, FP&A, commissions and financial reporting. As a member of the firm’s Executive Committee, Bowman’s role will extend to helping with the strategic direction of the Realta.
At the start of the year, the firm rebranded from CoastalOne. The name Realta was inspired by the Celtic word for star and aligns with the firm’s mission of empowering advisor success and enhancing client outcomes.
Bowman said, “I’m excited to bring my experience to Realta as the firm embarks on its next phase with new leadership, brand, and value proposition. Realta has the energy and drive of a start-up, with the foundational stability and executive suite of a well-established firm. I’m looking forward to using my experience to help Kevin and the Realta organization execute our vision and growth strategy.”
Bowman’s career includes stints as CFO of Prime Trust, Senior Vice President of Finance at Cetera Finance Group, Head of Financial Planning and Analysis at KCG Holdings and CFO at Arxis Capital Group.
“Tim has a stellar track record of helping financial services firms achieve outsized growth, and doing so with fiscally sound approaches,” Keefe said. “With more than 30 years of experience, he understands how to deliver results in a complex and dynamic environment to create value for advisors and their clients.”
From its beginnings on Cape Cod, the firm has expanded to more than 160 financial advisors nationwide and over $3.3 billion in total client assets. Realta attributes this growth to its success in delivering a comprehensive service, operational, technology and compliance platform to sophisticated independent financial professionals serving high-net-worth clients.
