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Raymond James: Strategic Hiring
Raymond James onboarded a four-advisor team (Kurt Carlson, Kenneth Breaden, Cassidy Carlson, Brian Koble) managing $1.1B in client assets, recruited from Baird. The group will operate as The Carlson Group in Cranberry Township, Pennsylvania.
Source: Pulse2 — funding news
- What happened
- Raymond James onboarded a four-advisor team (Kurt Carlson, Kenneth Breaden, Cassidy Carlson, Brian Koble) managing $1.1B in client assets, recruited from Baird. The group will operate as The Carlson Group in Cranberry Township, Pennsylvania.
- Who
- Raymond James · USA
- When
- 2026-08-07
- Source
- Pulse2 — funding news
- So what
- A deliberate hiring build-out is a statement of intent about Raymond James's next phase in the sector.
The leadership read
A deliberate hiring build-out is a statement of intent about Raymond James's next phase in the sector. It points to deepening executive bench strength over the coming quarters, clustered around the capabilities being bet on. Across Americas, the seniority and function of the hires map where the company thinks it is headed.
Market context: Backdrop: a 122.7 (Hot) Talent Market Index (up 17.8 on the month) with Americas activity rising (+34.4pts).
Raymond James: 2 signals in the last 90 days; 3 tracked across 25 days.
MitchelLake in this thematic
Also at Raymond James →
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Where this lands in our work
- Executive Search →
Hiring at this level is the visible half of a search that started a quarter earlier.
- Executive Search: Americas →
Our Americas practice runs the searches behind signals like this one.
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