The latest moves in wealth management across North America.

Spouting Rock
Spouting Rock Financial Partners, a financial services firm, has appointed John Coyne as chairman of its asset management group. 

This is a new role for the firm which last month announced the launch of its asset management arm. 

Coyne was formerly vice chairman of Brinker Capital, a position which capped a 30-year career with the firm he co-founded. In his new role, Coyne has primary oversight for Spouting Rock Asset Management’s distribution platform. He will specifically focus his efforts on distribution to RIAs. 

The firm has also appointed John Dodd as head of institutional distribution in its asset management arm.

Immediately before joining Spouting Rock Asset Management, Dodd spent seven years as institutional marketing head at Levin Capital Strategies, an investment management firm. 

Old National Bank
Evansville-based Old National Bank has appointed Rafael Sanchez as president of private banking.

Sanchez, who will be based in Indianapolis, will lead a team that focuses on the needs of its private banking clients throughout Old National’s five-state operation.

He began his professional career in 1999 as a retail banker with National City Bank in Fort Wayne. Most recently, he was president and chief executive of IPL. As CEO of IPL, he was responsible for stakeholder management, community relations, customer experience, legislative and government affairs, energy-efficiency initiatives and strategic accounts.

Capco
Capco, a management and technology consultancy firm focused on the financial services industry, has appointed Bryant Fuller as a partner in the firm’s US wealth and asset management practice. 

Fuller will be based in Capco’s Charlotte office.

He was previously executive director in wealth and asset management at EY. Fuller also served as Americas digital leader for the practice, leading and coordinating teams across service lines to support clients. 

Raymond James
Raymond James has hired financial advisors Kenneth Judd, Robert Gonzales and Joseph Klauzar to join Raymond James & Associates, the firm’s employee broker/dealer in California.

Judd and Gonzales operate as Charted Course Wealth Management of Raymond James in San Diego. The team joins RJA from Wells Fargo Advisors, where they previously managed approximately $136 million in client assets. Also joining them at Raymond James is Anne Gotingco, a registered client service associate.

Judd, first vice president of investments, began his financial services career in 1993 with Prudential Securities. Prior to joining Raymond James, he worked as an advisor at AG Edwards and later at Wells Fargo.  Gonzales, first vice president of investments, has more than 41 years of industry experience, beginning at Merrill Lynch and later working at Prudential and AG Edwards. Most recently, he worked at Wells Fargo Advisors.

Klauzar has joined the firm’s Los Angeles operation. Klauzar joins the firm from Morgan Stanley, where he managed approximately $62 million in client assets. 

Camden National Wealth Management
Camden National Wealth Management has hired Stephen Olore and Patrick White-Thomson.

Olore is senior vice president and director of technical research and analysis. He has over 30 years of investment experience. Olore previously served as senior portfolio manager at People’s United Bank.

White-Thomson has over 10 years of investment experience. He is vice president and portfolio manager. Most recently, White-Thomson served as senior portfolio manager and investment strategist at Holly Street Wealth Advisors.