Realized Appoints Andy Steckiel as Its First Chief Product Officer

AUSTIN, TX, June 15, 2022 – Realized, a fintech firm that provides Investment Property Wealth Management®, today announced that Andy Steckiel has joined the company as its first Chief Product Officer, reporting directly to CEO David Wieland.

Steckiel will drive long-term product strategy with the goal of enhancing customer success on the Realized wealthtech platform, which helps advisors and their real estate investor clients transform individual property investments into tax-deferred, diversified, passive portfolios of professionally managed commercial real estate.

Realized strives to enhance value to existing wealth advisor/client relationships by helping to bridge the gap between investment property ownership and sophisticated wealth management. The company’s portfolios are designed to meet an individual’s unique retirement income needs, manage risk, and preserve property wealth across generations.

“Our conversations with wealth managers are becoming increasingly frequent as they seek to expand the scope of expert services they offer clients and distinguish themselves in a competitive marketplace. The creation of the Chief Product Officer role is an important milestone for our company and stems from our ongoing efforts to become the go-to partner for advisors looking to help clients optimize their investment property wealth,” said Wieland.

Wieland continued, “Andy has a unique and potent skillset that combines expert product development prowess with a deep understanding of what wealth advisors need to successfully service clients. We are thrilled to have him onboard.”

Steckiel brings nearly 20 years of experience in wealthtech with a focus on creating digital services for financial advisors and their clients. Prior to joining Realized, Steckiel was a Director of Product at SEI, responsible for new strategic front office services including Proposal Builder and Digital Account Open, among other features. He received his undergraduate degree in Financial Management and his MBA from Pennsylvania State University.

“Realized is a nimble and growing young company on the precipice of great things. I am excited to bring my experience to bear and help chart its course toward becoming an indispensable partner to firms throughout the wealth management industry,” said Steckiel.

About Realized Holdings

Realized Holdings is a technology-enabled platform providing real estate wealth solutions to individuals and families who own legacy investment properties and other appreciated financial and capital assets. Investors use the Realized platform to transfer wealth from legacy properties and assets into passive commercial real estate portfolios — comprised of DST and QOZ investments and customized to their specific needs. To learn more, visit www.realized1031.com.