What departments does Tolleson Wealth Management have?

Tolleson Wealth Management has employees across 9 departments including Finance, Engineering, Operations, Community & Social Services, Banking.

What is the largest department at Tolleson Wealth Management?

The largest department at Tolleson Wealth Management is Finance with 4 employees.

Where are Tolleson Wealth Management employees located globally?

Tolleson Wealth Management has employees across 3 continents and 3 countries including Nigeria, United States Of America, Australia.

How has Tolleson Wealth Management's team size changed over time?

Tolleson Wealth Management's team has decreased from approximately 319 to 174 employees based on available data.

Tolleson Wealth Management Employee Directory

Financial ServicesTexas, United States51-200 Employees

Tolleson Wealth Management is a private, family-run financial services firm based in Dallas, Texas, providing comprehensive wealth management and broader financial planning for individuals and families. The firm emphasizes relationships and multigenerational planning, aiming to support clients in preserving and growing wealth across generations. It seeks to address a broad spectrum of financial needs beyond traditional asset management, serving as a steward for family finances.

In 2026, Tolleson launched Tolleson Trust Company, marking a new chapter in multigenerational stewardship. That year also saw new leadership appointments, including Claire Wheatley as Director of Family Reporting and Josh Coury as Senior Managing Director on the Client Advisory Team.

Tolleson Wealth Management Global Highlights

North America
267

United States Of America
267

Africa
1

Nigeria
1

Oceania
1

Australia
1

Tolleson Wealth Management's Leadership

C. T.
Chief Executive Officer
Mobile Phone
Email
J. S.
Coo Tolleson Private Wealth Management And Cto
Mobile Phone
Email
C. P.
Chief Compliance Officer
Mobile Phone
Email
O. S.
Chief Technology Officer
Mobile Phone
Email
A. H.
Chief Financial Officer
Mobile Phone
Email
A. A.
Chief Operating Officer
Mobile Phone
Email
T. K.
Chief Financial Officer
Mobile Phone
Email
D. G.
Vice President & Community Lending Officer
Mobile Phone
Email

Tolleson Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Analytics
Operations
Banking
Accounting
Finance
Other
Engineering
Community & Social Services
Information Technology

Contact profiles from Tolleson Wealth Management

Name

Title

Contact Info

Location

Last Update

P. C.
President & Chief Investment Officer
Mobile Phone
Email
United StatesTexas
Apr 10, 2026
C. T.
Chief Executive Officer
Mobile Phone
Email
United StatesGeorgia
May 26, 2026
C. F.
President Of Tolleson Trust Company
Mobile Phone
Email
United StatesTexas
May 27, 2026
C. P.
Chief Compliance Officer
Mobile Phone
Email
United StatesMississippi
Mar 11, 2024
O. S.
Chief Technology Officer
Mobile Phone
Email
United StatesTexas
May 28, 2026
A. H.
Chief Financial Officer
Mobile Phone
Email
United StatesGeorgia
May 27, 2026
A. A.
Chief Operating Officer
Mobile Phone
Email
May 27, 2026
J. S.
Coo Tolleson Private Wealth Management And Cto
Mobile Phone
Email
United StatesTexas
Nov 01, 2024
C. V. H.
Chairman And Chief E
Mobile Phone
Email
Oct 22, 2024
C. G.
Founder
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Tolleson Wealth Management known for?

Tolleson Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 5500 Preston Road Suite 250 Dallas, Texas 75205 United States; you can contact the main corporate office by phone at

+1-214-252-****

. Explore Tolleson Wealth Management's company overview page for more information.

What is Tolleson Wealth Management's most common email format?

Tolleson Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tolleson Wealth Management email formats with LeadIQ.

How many employees does Tolleson Wealth Management have currently?

Tolleson Wealth Management has approximately 199 employees as of May 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

Who are Tolleson Wealth Management's key employees and leadership?

As of May 2026, Tolleson Wealth Management's key employees include:

Chief Executive Officer: C. T.
Coo Tolleson Private Wealth Management And Cto: J. S.
Chief Compliance Officer: C. P.
Chief Technology Officer: O. S.
Chief Financial Officer: A. H.

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Tolleson Wealth Management Employee Directory

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