The latest senior wealth management executive moves in North America.

Crestone Capital 
Crestone Capital, the wealth management house, has appointed Kiley Baker as executive director of client advisory.

In her role, Baker will serve as a trusted advisor to ultra-high net worth entrepreneurs. Prior to this role, she was ED with JP Morgan Private Bank in Denver and New York City, where she was responsible for providing customized wealth management solutions to ultra-high net worth families, primarily in the healthcare and life sciences, technology and natural products sectors.

Baker earned a master of business administration degree in finance from McCombs School of Business, University of Texas at Austin and received her bachelor of arts in public policy from University of North Carolina at Chapel Hill. 

Chilton Trust
Chilton Trust, the US wealth manager, has appointed Nick Frelinghuysen as a managing director, responsible for investments in clients’ equity portfolios. He will work with Richard L Chilton, chairman and Jennifer Foster, co-chief investment officer, to whom he will report.

Frelinghuysen has more than 27 years of experience in equity research and portfolio management. Most recently, he was a partner at the boutique investment firm, Eagle Ridge Investment Management, where he served as a portfolio manager and co-head of research for an organization with $950 million in assets focused on high net worth individuals and institutions. 

Prior to his role at Eagle Ridge, Nick worked at Oppenheimer Capital as co-portfolio manager on a $2 billion mid-cap value mutual fund and served as co-head of mid- cap and all-cap investments for the $25 billion firm. He began his career on the sell side at Donaldson, Lufkin & Jenrette.

Wedbush Securities
Los Angeles-based Wedbush Securities has named Robert Spawn as managing director, and regional executive. Spawn serves the Pacific North Region, which includes offices in Northern California, Oregon, Washington, and Alaska. 

Spawn joins the firm's other regional executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State). Spawn is based in the firm's Santa Rosa, California office and reports to senior vice president and head of private wealth management branch network, Don Gorsch.

With more than 38 years’ experience in the retail wealth space, Spawn has served as a financial advisor, trust consultant, sales manager and complex director/regional director, with firms including Merrill Lynch, UBS, RBC and JPMorgan, in offices throughout the US.

Just prior to joining Wedbush, Spawn created Stella Consulting, focusing on recruitment, organizational consulting and expert witness services. He received his BA in business administration from Saint Michael's College in Colchester, Vermont. He also holds a (California) Life and Health insurance License, he is a Chartered Advisor in Philanthropy (CAP), an ABA Certified Trust Financial Advisor (CTFA), as well as being a FINRA Arbitrator.