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 lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues.

For more information, please visit tollesonwealth.com.

Equal Opportunity Employer.

For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.


Consulting

Investment Management

Tolleson Wealth Management

Carter Tolleson

Janel Buehler

Alta Mantsch

Eric W. Bennett

Andrea Hulcy

Owen Smith

Greg Hall

Christine Finn

John Scheibe

Justin Thompson

Jennifer Kirksey

The Leadership Team at Tolleson Wealth Management is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company’s mission to provide exceptional wealth management services. Comprising executives with diverse expertise in investment management, trust services, and philanthropy, the team collaborates to drive operational excellence, foster innovation, and enhance client relationships, all while promoting a culture of support and well-being for both clients and employees.

Leadership Team

Client Advisory Team

Operations and Compliance

Leadership Team

About

Team members

Other teams at Tolleson Wealth Management

Client Advisory Team

Operations and Compliance