The latest senior wealth management moves, appointments and personnel adjustments in North America.

Cetera
A seven-person team, Innovative Premier Financial Services, has joined Cetera Wealth Partners. 

Led by managing partners David and Kate Frank, the team provides financial planning and investment advice to about 500 clients. 

The Franks have served the Houston area since the early 1990s. Kat Frank, who holds her Series 7, Series 66 and Series 65 registrations, currently leads growth and development of the insurance financial representatives at IPFS. David Frank holds his Series 7, Series 24, Series 63 and Series 65 registrations.

Cetera Wealth Partners is part of Cetera Financial Group.

Gresham
Gresham, a US investment and wealth management firm that manages $9 billion for families and family offices, has promoted Leisa Storbeck, a partner, to head of client service.

Storbeck joined the Chicago-headquartered firm in 2005.

This move allows co-founder and president David Salsburg, who formerly served as head of client service, to focus on enhancing the client experience, among other tasks, it said in a statement. 

"Leisa represents the future of Gresham, building upon our legacy of excellence while driving a strategic vision for growth and innovation,” Salsburg said.

Bluespring
Bluespring Wealth Partners, which acquires RIAs and hybrid wealth management firms, has appointed Pradeep Jayaraman as its new president. 

Stuart Silverman will continue to serve as the firm’s chairman. 

Jayaraman, based in Austin, Texas, has spent more than a decade at Focus Financial Partners acquiring, nurturing, and growing wealth management businesses. Most recently, he was co-head, partnerships and business developments, at that firm. Prior to that, he was a vice president at Goldman Sachs. Jayaraman graduated with an MBA from The Wharton School.

Bluespring is a wholly-owned subsidiary of Kestra Financial.

iPipeline
iPipeline, which provides digital solutions for the life insurance and wealth management industries, has appointed Joe Yurich as chief revenue officer.

Prior to this role, Yurich spent five years at Zuora, an enterprise software company. Before that, he spent six years at Software, an enterprise integration software provider where he served in various leadership roles.