Gregg Sainsbury
COO at Boyum Wealth Architects | Driving Strategic Growth + Operational Excellence in Wealth Management
- Role
- Chief Operating Officer at Boyum Wealth Architects
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Gregg Sainsbury
As Chief Operating Officer at Boyum Wealth Architects, I lead operations with a focus on…
Experience
Chief Operating Officer
May 2025 — Present · Bloomington, MN, US
Oversee firm-wide operations, ensuring alignment between strategic goals and client service delivery Collaborate with leadership on business planning, risk management, and performance tracking Implement scalable systems to support sustainable growth in financial advisory services Lead cross-functional teams with a focus on culture, compliance, and continuous improvement
Education
Gustavus Adolphus College
Bachelor of Arts, Economics
1992 — 1996
University of St. Thomas - Opus College of Business
MBA, New Venture
2004 — 2007
Skills
- Financial Planning
- Wealth Management
- Investment Advisory
- Retirement Planning
- Asset Management
- Retirement
- Strategic Financial Planning
- Asset Managment
- Portfolio Management
- Securities
- Series 7
- Investments
- Wealth
- Financial Services
- Asset Allocation
- Finance
- Financial Advisory
- Mutual Funds
- Finra
- Investment Strategies
- Financial Analysis
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