People Moves

Who's Moving Where In Wealth Management? – Cetera, Raymond James, Carrick Lane, Goldman Sachs

Editorial Staff June 11, 2026

Who's Moving Where In Wealth Management? – Cetera, Raymond James, Carrick Lane, Goldman Sachs

The latest senior appointments, personnel moves and hires in the North American wealth sector.

Raymond James 
Financial advisors in Atlanta, Georgia, have joined Raymond James’ employee advisor channel.

The joiners are Christopher C Gabriel, Bruce “Taylor” Burns, and Kelly Johnson. Prior to their new position, the team worked at Merrill Lynch, managing $408 million in client assets. 

The team now operates as Fundamentum Advisors of Raymond James. The group is joined by senior registered client service associate Tina Bass and client service associate Kendall Hoskins.

Cetera, Honeycomb Wealth Advisors
Financial advisors David Cushard and Wesley Mullins, and their practice of Honeycomb Wealth Advisors (about $190 million assets under advice) have joined Cetera. The joiners are based in Jackson, Michigan, and Tallahassee, Florida. 

Their team includes advisors Jeff Sirola and Justin Pruitt, along with dedicated support staff.

Any specific financial terms that may apply to the joiners at Cetera were not disclosed.

Carrick Lane, Goldman Sachs
Carrick Lane, an investment manager specializing in options solutions at Goldman Sachs for ultra-HNW families and institutional investors, has appointed former Goldman Sachs derivatives research head John Marshall, who was with the firm for 25 years. Marshall has joined Carrick Lane as a senior partner.

In his new role, Marshall will initially be concentrating on strategy and product development to expand the firm's investment capabilities.

Carrick Lane said wealth management firms, RIAS and family offices “need strategies that generate income and diversify traditional stock and bond allocations.”

“Options strategies are increasingly driving conversations, particularly for investors who need liquid, active solutions that complement broader portfolio strategies,” it said. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes