J. Richard Joyner
President and CEO of Tolleson Private Wealth Management
Richard Joyner is the President and CEO of Tolleson Wealth Management’s Private Wealth Management Group. In this role, he is active in setting the vision and strategy for Tolleson Private Wealth Management. Richard serves on the firm’s Board of Directors, Executive Committee, and Investment Committee, and leads the firm’s Family Education efforts.
Richard works with multi-generational families to address the complex issues of successful wealth transfer. His expertise encompasses such diverse areas as complex income and estate tax planning, family dynamics and education, and investment management. He facilitates numerous family meetings for clients each year, and speaks regularly to families that want to overcome the old adage of “shirtsleeves to shirtsleeves” in three generations.
Over the years, Richard has received a number of professional awards, including recognition by Worth magazine as one of its “Top Financial Advisers” and by Barron’s magazine as one of the Top 100 Independent Financial Advisors in the US.
He served nine years on the Board of Directors of the Investment Management Consultants Association (IMCA), including two years as its President (2002-2003). He has served on IMCA’s wealth management committee for more than 10 years, and teaches in the Certified Private Wealth Advisor (CPWA) program offered jointly by IMCA and the University of Chicago.
In addition to being a Certified Public Accountant* (CPA), Richard holds the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Financial Specialist (PFS) designations, and is a Certified Financial Planner™ (CFP ®) practitioner. He earned a Bachelor of Science degree in Accounting from Wake Forest University.
Richard is married and has two adult children. He lives in Preston Hollow with his wife Cheryl. He enjoys golf, running, and reading early American history.
*This firm is not a CPA firm.