Tolleson Wealth Management Employee Directory

Financial ServicesTexas, United 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

Location
Employees

North America
257

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  • United States Of America
    257

Africa
1

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  • Nigeria
    1

Oceania
1

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  • Australia
    1

Tolleson Wealth Management's Leadership

  • Stylized image of a person
    C. T.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    J. S.
    Coo Tolleson Private Wealth Management And Cto
    Phone icon
  • Stylized image of a person
    O. S.
    Chief Technology Officer
    Phone icon
  • Stylized image of a person
    C. P.
    Chief Compliance Officer
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  • Stylized image of a person
    A. H.
    Chief Financial Officer
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  • Stylized image of a person
    A. A.
    Chief Operating Officer
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  • Stylized image of a person
    T. K.
    Chief Financial Officer
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  • Stylized image of a person
    C. F.
    Chief Fiduciary Officer
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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
  • Stylized image of a person
    P. C.
    President & Chief Investment Officer
    Phone icon
    United StatesTexas
    Dec 03, 2025
  • Stylized image of a person
    C. T.
    Chief Executive Officer
    Phone icon
    United StatesTexas
    Nov 19, 2025
  • Stylized image of a person
    O. S.
    Chief Technology Officer
    Phone icon
    United StatesTexas
    Dec 16, 2025
  • Stylized image of a person
    C. P.
    Chief Compliance Officer
    Phone icon
    United StatesMississippi
    Oct 20, 2025
  • Stylized image of a person
    A. H.
    Chief Financial Officer
    Phone icon
    United StatesTexas
    Jan 02, 2024
  • Stylized image of a person
    A. A.
    Chief Operating Officer
    Phone icon
    Dec 03, 2025
  • Stylized image of a person
    J. S.
    Coo Tolleson Private Wealth Management And Cto
    Phone icon
    United StatesTexas
    Apr 17, 2024
  • Stylized image of a person
    C. V. H.
    Chairman And Chief E
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. G.
    Founder
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. R.
    Executive Assistant To The Chief Investment Officer
    Phone icon
    United StatesTexas
    Nov 01, 2024

Frequently Asked Questions

What is Tolleson Wealth Management known for?

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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; you can contact the main corporate office by phone at . Explore Tolleson Wealth Management's company overview page for more information.

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

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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?

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Tolleson Wealth Management has approximately 201 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaOceania.

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

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

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

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