Here is the latest collection of moves in the North America wealth management sector.

Historian and author Mark Speltz joined Abbot Downing, Wells Fargo's ultra high net worth business, to help families use their knowledge of their past to protect and grow their wealth. Speltz, who is now part of the Wells Fargo Family and Business History Center, previously headed up the family history team at American Girl Brands, a subsidiary of Mattel. Among other responsibilities, he was responsible for the historical accuracy and authenticity of the company’s books, products, movies, and marketing efforts that reach millions of children and their families.

Royal Bank of Canada Wealth Management's US unit named Angie O'Leary as head of wealth planning, a newly-created role that is part of a broader move to refine the firm's focus on goals-based advice. A 25-year veteran of the financial services industry, O'Leary most recently served as head of investment solutions for US Bank Wealth Management. While there, she was responsible for product management, desktop tools and digital investment capabilities. She also oversaw the firm's mutual fund and insurance product distribution relationships. Prior to that, she held senior roles at Swiss banking giant UBS and Piper Jaffray.

Raymond James recruited a trio of former Merrill Lynch faces who previously managed more than $138 million in client assets to join its Louisville, Kentucky office.  Financial advisor and vice president of wealth management Patricia Bennett, along with practice business coordinator Heather Poole and client service associate Kristen Swanson, joined from Merrill Lynch. While there, they commanded annual fees and commissions of more than $1 million. The trio operate as Creekstone Financial Group of Raymond James.

Raymond James recruited financial advisor Bradford Parsons from Merrill Lynch, where he managed more than $115 million in client assets, to join its Charlotte, North Carolina office. Parsons started his career in financial services in 1997 with the then-Smith Barney. He joined Merrill Lynch in 2008.

At Raymond James, he will operate as Parsons Wealth Management of Raymond James.

Penn Capital Management promoted a quartet of its staff to the status of partner. The individuals are Lisa Matson, Robert McLaughlin, Peter Moran and Richard Simons. The move takes the total number of partners to 21. 

Deutsche Bank, which is planning a major overhaul of its current business model, appointed Pascal Boillat as its group chief information officer to spearhead its technology agenda. The role was newly created. He is responsible for defining Deutsche Bank's technology strategy and enhancing its standardization and digital capabilities. To accomplish this, Boillat will work with the bank's business divisions to modernize its IT infrastructure to reduce complexity and risk while enabling business growth. Additionally, he will lead the firm's global technology development centers. Boillat will continue to report to Kim Hammonds, group chief operating officer. He will also serve on the COO executive committee.

Key Private Bank, the Cleveland, Ohio-headquartered bank operating in 15 states, appointed Virginia “Ginny” Kuper as senior vice president and market leader serving its Hudson Valley and Metro New York market. Kuper leads a team of ten local private bankers who provide financial planning, investment, trust and banking solutions for high net worth individuals and families. Kuper has more than 25 years of wealth management and banking experience. Previously, she was at Wells Fargo Private Bank, where she served as a regional manager in the metropolitan New York market. She also held numerous senior level regional leadership positions at HSBC.

Keith Rowling joined Merrill Lynch’s wealth management team in Bloomfield Hills, MI, as a managing director and financial advisor. Rowling previously worked at Morgan Stanley, where he had $610,000,000 in assets under management.

David Canter took the reins from Bob Oros as head of Fidelity Clearing & Custody Solutions’ RIA segment. Oros held the post for five years and left the firm in January to join HD Vest as chief executive. Canter, who oversees sales and relationship management, was previously head of RIA practice management and consulting. Is to be replaced in this role by Matthew Chisholm, who reported to Canter as senior vice president of business analytics and consulting.