Tolleson Wealth Management Employee Directory

Financial ServicesUnited States201-500 Employees

At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come.

For more information, visit tollesonwealth.com.

Equal Opportunity Employer.

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

Find Tolleson Wealth Management employees' phone numbers or email addresses

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
O. S.
Chief Technology Officer
Mobile Phone
Email
C. P.
Chief Compliance 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
C. F.
Chief Fiduciary Officer
Mobile Phone
Email
D. G.
Vice President & Community Lending Officer
Mobile Phone
Email

Tolleson Wealth Management Employee Metrics

100%

50%

0%

2025

2024

Analytics
Operations
Banking
Accounting
Finance
Other
Engineering

Contact profiles from Tolleson Wealth Management

Name

Title

Contact Info

Location

Last Update

P. C.
President & Chief Investment Officer
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
C. T.
Chief Executive Officer
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
O. S.
Chief Technology Officer
Mobile Phone
Email
United StatesTexas
Nov 05, 2025
C. P.
Chief Compliance Officer
Mobile Phone
Email
United StatesMississippi
Oct 20, 2025
A. H.
Chief Financial Officer
Mobile Phone
Email
United StatesTexas
Jul 09, 2025
A. A.
Chief Operating Officer
Mobile Phone
Email
Aug 04, 2025
J. S.
Coo Tolleson Private Wealth Management And Cto
Mobile Phone
Email
United StatesTexas
Sep 27, 2024
C. V. H.
Chairman And Chief E
Mobile Phone
Email
Oct 22, 2024
C. G.
Founder
Mobile Phone
Email
Oct 23, 2024
S. R.
Executive Assistant To The Chief Investment Officer
Mobile Phone
Email
United StatesTexas
Nov 01, 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, US; 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 201 employees as of October 2025. These team members are located across 3 continents, including North AmericaAfricaOceania.

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

As of October 2025, Tolleson Wealth Management's key employees include:

Chief Executive Officer: C. T.
Chief Technology Officer: O. S.
Chief Compliance Officer: C. P.
Chief Financial Officer: A. H.
Chief Operating Officer: A. A.

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