Tolleson Wealth Management

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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

Headquarters

Dallas, US

Employees

51-200

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
John Scheibe
COO Tolleson Private Wealth Management And CTO
Christine Finn
Chief Fiduciary Officer
Greg Hall
Managing Director
Owen Smith
Managing Director, Business Applications
Andrea Hulcy
Chief Financial Officer
Eric W. Bennett
Chief Investment Officer, Co-founder
Alta Mantsch
Evp, Bank Operations And Compliance
Janel Buehler
Senior Vice President, Trust Regulatory Compliance Director