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

North America
370

United States Of America
370

Africa
1

Nigeria
1

Asia
1

India
1

Oceania
1

Australia
1

Tolleson Wealth Management's Leadership

C. T.
Chief Executive Officer
Mobile Phone
Email
E. W. B.
Chief Investment Officer, Co-Founder
Mobile Phone
Email
A. H.
Chief Financial Officer
Mobile Phone
Email
J. L.
Chief Technology Officer
Mobile Phone
Email
T. K.
Chief Financial Officer
Mobile Phone
Email
C. F.
Chief Fiduciary Officer
Mobile Phone
Email
D. W. L.
VP Bank Operations/Compliance
Mobile Phone
Email
S. K.
Vice President Private Banking
Mobile Phone
Email

Tolleson Wealth Management Employee Metrics

100%

50%

0%

2024

2023

Analytics
Operations
Banking
Accounting
Finance
Other

Contact profiles from Tolleson Wealth Management

Name

Title

Contact Info

Location

Last Update

C. T.
Chief Executive Officer
Mobile Phone
Email
United StatesTexas
Dec 09, 2024
E. W. B.
Chief Investment Officer, Co-Founder
Mobile Phone
Email
Dec 09, 2024
J. K.
Deputy Chief Operating Officer
Mobile Phone
Email
United StatesTexas
Dec 13, 2024
O. S.
Deputy Chief Technology Officer
Mobile Phone
Email
United StatesTexas
Dec 13, 2024
A. H.
Chief Financial Officer
Mobile Phone
Email
United StatesTexas
Dec 09, 2024
J. S.
Coo Tolleson Private Wealth Management And Cto
Mobile Phone
Email
United StatesTexas
Dec 09, 2024
C. V. H.
Chairman And Chief E
Mobile Phone
Email
Oct 22, 2024
C. G.
Founder
Mobile Phone
Email
Oct 23, 2024
J. L.
Chief Technology Officer
Mobile Phone
Email
United StatesIllinois
Feb 22, 2024
J. Y.
Owner
Mobile Phone
Email
United StatesArizona
Nov 05, 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 203 employees as of December 2024. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

As of December 2024, Tolleson Wealth Management's key employees include:

Chief Executive Officer: C. T.
Chief Investment Officer, Co-Founder: E. W. B.
Chief Financial Officer: A. H.
Chief Technology Officer: J. L.
Chief Financial Officer: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking