Realta Wealth, a leading independent wealth management firm, has appointed Tim Bowman, CPA, as its new Chief Financial Officer (CFO). Bowman’s three decades of financial expertise will be instrumental in driving Realta’s growth strategy.
CEO Kevin Keefe praises Bowman’s proven ability to achieve significant growth in financial services firms while maintaining fiscal responsibility. “Tim’s track record speaks for itself,” says Keefe, highlighting Bowman’s success in dynamic environments.
As CFO, Bowman will oversee all financial aspects of Realta Wealth, including accounting, financial planning and analysis, commissions, and reporting. He will also join the Executive Committee, playing a key role in shaping strategic decisions.
Tim Bowman joins Realta from Prime Trust, where he served as CFO. His extensive background includes senior finance roles at Cetera Finance Group, KCG Holdings, and Arxis Capital Group. This diverse experience equips him to propel Realta’s growth agenda.
“I’m thrilled to bring my experience to Realta’s next chapter,” says Bowman, citing the firm’s unique combination of startup energy with established firm stability. He’s committed to leveraging his expertise alongside CEO Keefe to execute their vision.
Bowman’s qualifications are further bolstered by his CPA certification and multiple FINRA licenses.
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Realta Wealth, comprised of FINRA-registered broker-dealer Realta Equities and SEC-registered advisor Realta Investment Advisors, empowers financial professionals. Their mission is to equip independent advisors with the resources, support, and community needed to serve affluent and high-net-worth clients. The name “Realta” reflects their dedication to guiding both advisors and clients towards achieving their financial goals. With Bowman’s leadership, Realta Wealth is positioned for continued success in wealth management.
