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Tolleson Wealth Management

1 follower

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Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial l... Read more

Industries

Consulting, Investment Management

Headquarters

Employees

Links

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Carter Tolleson

Chief Executive Officer

Carter Tolleson

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Jennifer Kirksey

Deputy Chief Operating Officer

Justin Thompson

Managing Director, Client Advisory Team At Tolleson Wealth Management

COO Tolleson Private Wealth Management And CTO

Chief Fiduciary Officer

Managing Director

Managing Director, Business Applications

Chief Financial Officer

Eric W. Bennett

Chief Investment Officer, Co-founder

Evp, Bank Operations And Compliance

Senior Vice President, Trust Regulatory Compliance Director

Teams

Client Advisory Team

27 members

Leadership Team

17 members

Operations and Compliance

11 members

Finance and Accounting

9 members

Wealth Management and Client Advisory

8 members

Client Advisory and Support

5 members

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