Realta Wealth, an exclusive independent wealth management firm, announced the appointment of John Barragan as Chief Operating Officer (COO). Reporting 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 advisors and their clients.
Barragan will be working 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 advisors. And he will also help drive the development and execution of key initiatives to continue attracting highly accomplished advisors to Realta Wealth.
Prior to Realta, Barragan was Chief Operating & Compliance Officer at Kestra Investment Management. Before that, he led the Personal Financial Management shared operations team at Goldman Sachs. Barragan spent several years at Cetera Financial Group, where he became SVP and Head of Strategic Operations. And he has an MBA from Westminster University and business certificates from Harvard Business School and The Wharton School.
KEY QUOTES:
“It’s an exciting time at Realta as we continue to enhance our offerings to advisors at a time of rapid evolution in our industry. 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 advisor and end-client needs top-of-mind.”
– Kevin Keefe
“At a time when many of the larger enterprises in our industry are losing their cultures and diverting their attention away from quality service as they focus on building scale, it’s refreshing to join a firm like Realta that has an unwavering commitment to providing a high-touch experience. I look forward to listening to our advisors, learning about their businesses and working with the Realta leadership team to provide them with the innovative tools, value-added resources and personalized services they need to thrive.”
– John Barragan
