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Financial Advisory  + Wealth Management  | 
Realta Wealth Names Former Kestra Exec John Barragan as COO

Realta Wealth Names Former Kestra Exec John Barragan as COO

John Barragan has joined Wilmington, DE-based wealth management firm Realta Wealth as COO, where he will oversee the firm’s operating, service, and technology offerings.

Barragan will report to CEO Kevin Keefe who said, “John’s hands-on change-management experience across the broker-dealer and RIA space makes him a terrific addition to our leadership team.”

Prior to joining Realta, Barragan was COO and CCO at Kestra Investment Management. Earlier, he led the personal financial management shared operations team at Goldman Sachs. Barragan also spent several years at Cetera Financial Group, where he was SVP and head of strategic operations.

Barragan said Realta has an “unwavering commitment to providing a high-touch experience” and it was “refreshing” to join the firm “at a time when many of the larger enterprises in our industry are losing their cultures and diverting their attention away from quality service.”

Barragan’s hiring as COO follows other significant changes at Realta this year, including a rebranding of its prior name, CoastalOne, in January and the appointment of a new CFO, Tim Bowman, in March.

Realta Wealth is an independent broker-dealer and RIA platform that includes Realta Equities, Inc. and Realta Investment Advisors.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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