What departments does Tolleson Wealth Management have?

Tolleson Wealth Management has employees across 11 departments including Operations, Finance, Community & Social Services, Banking, Customer Success.

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 4 continents and 4 countries including Nigeria, India, 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 180 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
247

United States Of America
247

Africa
1

Nigeria
1

Asia
1

India
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
Business

Contact profiles from Tolleson Wealth Management

Name

Title

Contact

Location

Last Update

A. R.
Senior Client Service Associate
Mobile Phone
Email
Oct 22, 2024
M. C.
Senior Analyst, Client Advisory Team
Mobile Phone
Email
May 28, 2025
R. T.
Client Advisory Senior Analyst - Private Wealth Management
Mobile Phone
Email
Oct 17, 2024
S. C.
Senior Financial Reporting Analyst
Mobile Phone
Email
Oct 24, 2024
J. C.
Report And Database Developer
Mobile Phone
Email
Jun 28, 2026
T. C.
Transaction Analyst
Mobile Phone
Email
Aug 06, 2026
A. A.
Analyst Client Advisory Team
Mobile Phone
Email
Oct 21, 2024
B. G.
Application And Database Architect
Mobile Phone
Email
Apr 28, 2025
B. R.
Executive Assistant
Mobile Phone
Email
Oct 22, 2024
E. G.
Business System Analyst
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Tolleson Wealth Management known for?

Tolleson Wealth Management was founded in 2000 and operates in the Financial Services industry. You can contact Tolleson Wealth Management's 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 FLast@tollesonwealth.com. 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 210 employees as of August 2026. These team members are located across 4 continents, including North America, Africa and Asia.

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

As of August 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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