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/,

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Tolleson Wealth Management Global Highlights

North America
369

United States Of America
369

Asia
1

India
1

Oceania
1

Australia
1

Tolleson Wealth Management's Leadership

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

A. A.
Managing Director, Tax
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United StatesTexas
Feb 08, 2023
A. B.
Director, Philanthropy
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United StatesTexas
Oct 17, 2024
A. P.
Portfolio Strategist & Director, Client Advisory Team
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United StatesTexas
Oct 31, 2024
A. R.
Director Investments
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Email
Oct 21, 2024
B. T.
Director
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United StatesTexas
Oct 31, 2024
B. G.
Senior Director, Application & Database Architecture & Development
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Email
Oct 22, 2024
B. B.
Director
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United StatesTexas
Sep 17, 2024
B. R. B.
Director
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United StatesTexas
Dec 31, 2023
C. S.
Senior Director, Client Bookkeeping Services
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United StatesTexas
Sep 25, 2024
C. C.
Director
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Email
United StatesTexas
Oct 31, 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 202 employees as of September 2024. These team members are located across 3 continents, including North AmericaAsiaOceania.

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

As of September 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.

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