Abbey Eastham, a former senior funding options supervisor at Cetera Monetary, has joined Realta Wealth, a hybrid dealer/vendor and RIA platform in Wilmington, Del. with greater than $3 billion in AUM and 150 advisors, as head of advisor relations, a newly created place.
Eastham spent the final six years at Cetera on the funding options crew. Previous to that, she was a senior vp of advisor relations at First Allied Securities, a dealer/vendor that was acquired by Cetera.
In her new position, she’ll report on to Realta CEO Kevin Keefe. She’s been tasked with managing the connection between the agency and its community of advisors. She’ll collect advisor suggestions, and lead the agency’s advisory council. She’ll additionally work with inner departments to enhance the advisor expertise.
“As a agency, we’re delivering to our affiliated advisors all of the important advantages of an genuine impartial supplier, and to do that constantly, we have to pay attention and construct belief by performing on their suggestions,” Keefe mentioned in an announcement. “Abbey is a seasoned professional who can be a fierce advocate for our advisors, guaranteeing their voices are on the forefront after we make selections about enhancing our choices and allocating sources right here to supply an distinctive advisor expertise.”
Eastham’s rent follows information earlier this month that Realta added Paul Tyler as a senior vp of enterprise growth. He joined from Ameriprise, the place he served as regional director of skilled advisor recruiting.
Earlier this yr, Realta employed Mark Helliker as its chief working officer. Most not too long ago, Helliker was a marketing consultant to different wealth administration companies within the trade. Prior to that, he was the interim COO at Avantax, which was acquired by Cetera.
Helliker’s rent adopted the agency’s rebranding from CoastalOne, a reputation that dates again to 1989, when the agency was established on Cape Cod, Del. The agency had been an owner-operated enterprise till late 2022, when Ryan Hanks, founder and CEO of Madison Capital Group, an actual property funding agency, took a majority stake in Orange Avenue Holdings, the entity that owns Realta.
Hanks introduced on Keefe, a former govt with Osaic, LPL and Cetera, final June as its new CEO. Since then, the agency has constructed out its govt management crew, including Yanni V. Bousnakis, a former senior vp and head of advisory platforms and funding options at Kestra Monetary, as its chief product officer. Keefe additionally tapped Larry Roth, founder and managing associate at RLR Strategic Companions, Joseph Kuo, founder and CEO of Haven Tower Group, and Mike Zebrowski, COO at Docupace, to hitch the agency’s company advisory board.
