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Allworth gets its man in John Bunch, who takes over as CEO 'with bases loaded and nobody out' but faces a high bar

Co-founders Scott Hanson and Pat McClain of the $18-billion RIA got the former TD Ameritrade retail chief on his way home from a stint in the UK

Author Brooke Southall October 13, 2023 at 2:06 AM
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Scott Hanson (L) with Pat McClain want John Bunch. to swing for the fences.
Keith Girard contributed to the editing of this article.

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September 7, 2023 at 9:46 PM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM


Mentioned in this article:

Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain



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