What departments does Tolleson Wealth Management have?

Tolleson Wealth Management has employees across 12 departments including Operations, Entrepreneurship, Finance, Community & Social Services, Banking.

What is the largest department at Tolleson Wealth Management?

The largest department at Tolleson Wealth Management is Analytics with 9 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 States201-500 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
258

United States Of America
258

Africa
1

Nigeria
1

Oceania
1

Australia
1

Tolleson Wealth Management's Leadership

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
C. G.
Founder
Mobile Phone
Email
C. V. H.
Chairman And Chief E
Mobile Phone
Email
J. N.
Senior Vice President, Private Banking
Mobile Phone
Email
D. R.
Director, Philanthropy Services
Mobile Phone
Email
D. S.
Director, Investments
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

A. G.
Manager, Client Advisory Team
Mobile Phone
Email
Oct 18, 2025
J. B.
Account Manager
Mobile Phone
Email
Jun 25, 2026
A. B.
Manager, Client Advisory Team
Mobile Phone
Email
Oct 18, 2024
H. P.
Manager Client Accounting
Mobile Phone
Email
Sep 03, 2024
K. D.
Relationship Manager, Private Banking
Mobile Phone
Email
Oct 21, 2024
M. W.
Information Technology Manager
Mobile Phone
Email
Oct 23, 2024
S. P.
Manager
Mobile Phone
Email
Oct 21, 2024
D. L. C.
Senior Tax Associate
Mobile Phone
Email
Jun 28, 2026
R. H.
Senior Accountant/Bank Financial Analyst
Mobile Phone
Email
Jun 28, 2026
A. J.
Sr. Client Service Associate
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Tolleson Wealth Management known for?

Tolleson Wealth Management was founded in 2000 operates in the Financial Services industry; 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 July 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

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

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

Chief Operating Officer: A. A.
Chief Financial Officer: T. K.
Vice President & Community Lending Officer: D. G.
Founder: C. G.
Chairman And Chief E: C. V. H.

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Tolleson Wealth Management Employee Directory

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