Allworth Financial Executive and Leadership Team

Gary Grigsby, the Chief Executive Officer at Allworth Financial, directs the overarching strategic vision and fiduciary commitment of the firm. Grigsby architects the long-term growth trajectory by aligning investment management services with the evolving needs of individuals and families across the United States. By overseeing the integration of tax planning, estate legacy services, and risk management, the Chief Executive Officer ensures that the firm maintains a high standard of personalized financial advisory. Gary Grigsby drives the expansion of customized portfolio construction and income-focused solutions to maintain market competitiveness. This leadership role involves constant collaboration with the Board to refine the firm's integrated approach to wealth management. Through rigorous oversight of corporate initiatives, the Chief Executive Officer secures the firm's position as a leader in fee-based financial planning. Ultimately, Grigsby fosters a culture of client-centric excellence that defines the firm's reputation in the investment sector.

Peter Engelken, the Chief Operating Officer at Allworth Financial, manages the internal infrastructure and operational efficiency required to support complex wealth management services. Engelken optimizes the delivery of separately managed accounts and direct indexing strategies by streamlining internal workflows and technological capabilities. Overseeing the firm's operational scale, the Chief Operating Officer ensures that tax-aware strategies and portfolio construction processes remain consistent across all client engagements. Peter Engelken drives the implementation of robust risk management protocols to protect the firm's diverse client base. This role involves coordinating with other C-suite leaders to translate strategic goals into actionable operational plans. By refining the firm's service delivery model, the Chief Operating Officer enhances the overall client experience and supports sustainable business growth. Ultimately, Engelken maintains the operational integrity necessary for the firm to provide high-quality, fiduciary-based financial advice to families and retirement plan clients nationwide.

John Payne, the President at Allworth Financial, executes the firm's business development and market expansion strategies. Payne directs the implementation of integrated financial services, ensuring that retirement planning and investment management solutions reach a broader client base. Overseeing the firm's market presence, the President drives the adoption of income-focused solutions and tax-aware strategies across regional operations. John Payne collaborates with the executive team to refine the firm's value proposition and enhance its competitive standing in the wealth management sector. This leadership role involves managing key client relationships and ensuring that the firm's fiduciary standards remain at the forefront of all business activities. By focusing on sustainable growth and service excellence, the President supports the firm's commitment to providing tailored financial advice. Ultimately, Payne ensures that the firm's strategic objectives translate into tangible value for families and retirement plan clients throughout the country.

Jeffrey Green, the Chief People Officer at Allworth Financial, directs the human capital strategy to attract and retain top-tier financial advisory talent. Green architects programs that align employee performance with the firm's core mission of providing personalized, fiduciary-based financial planning. Overseeing organizational development, the Chief People Officer ensures that the workforce possesses the expertise required to manage complex retirement planning, estate legacy services, and alternative investments. Jeffrey Green drives initiatives that foster a culture of professional excellence and client-focused service. This leadership role involves collaborating with the executive team to build a scalable talent pipeline that supports the firm's national growth objectives. By implementing comprehensive training and development frameworks, the Chief People Officer strengthens the firm's ability to deliver consistent, high-quality advice. Ultimately, Green ensures that the human capital strategy remains a primary driver of the firm's success in the competitive wealth management industry.