Realta Wealth Continues Leadership Team Expansion, Adds Head of Adviser Relations
Abbey Eastham
Hybrid registered investment adviser Realta Wealth announced the appointment of Abbey Eastham as head of adviser relations. Reporting directly to Kevin Keefe, chief executive officer, Eastham will foster and enhance the relationship between Realta and its network of independent financial advisers in this newly created role.
“We continue to build a strong leadership team at Realta by adding highly accomplished executives from across the wealth management space,” Keefe said. “As a firm, we are delivering to our affiliated advisers all the essential benefits of an authentic independent provider, and to do this consistently, we need to listen and build trust by acting on their feedback. Abbey is a seasoned pro who will be a fierce advocate for our advisers, ensuring their voices are at the forefront when we make decisions about enhancing our offerings and allocating resources here to provide an exceptional adviser experience.”
Eastham will gather and implement adviser feedback, address escalated issues from the field and lead the firm’s Strategic Advisory Council. She will also partner with internal departments to ensure service delivery to advisers and develop programs aimed at continuously improving the overall adviser experience.
With more than 15 years of industry experience, Eastham has worked at several large independent firms. Before joining Realta, Eastham was with Cetera Financial Group from 2018 to 2024 and was last a senior investment solutions manager. She has also been a senior vice president of adviser relations at First Allied Securities from 2016 to 2018.
“With hard-won expertise and a stellar reputation, Abbey is the right person to deepen adviser relationships as Realta charts its course for the future. We are excited she chose to join us and look forward to all we will accomplish together,” added Keefe.
“I am thrilled to begin the next chapter of my career with Realta at such an exciting time for the firm. I love helping independent financial advisers grow their businesses and care for their clients,” said Eastham. At Realta, I will ensure advisers receive the high-touch, bespoke service experience they deserve. It’s great to be part of such an impressive team of dedicated industry leaders.
As previously reported by Alts Wire, Realta announced the appointment of John Barragan as chief operating officer in summer 2024, hired industry veteran Tim Bowman, CPA, as chief financial officer in March of this year, and completed a rebrand from CoastalOne in January.
Realta Wealth operates both RIA Realta Investment Advisors and broker-dealer Realta Equities. The firm was founded in 1989 on Cape Cod, Mass., and as of January 2024, had around 160 adviser employees and affiliates across both businesses.
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